Aug 25, 2026 · 7 min
AI pressure reshapes software and cybersecurity stocks
Intuit Falls Ahead of Earnings, Crowdstrike Slides, Moderna Gains
The episode connects three market moves to a broader question: how artificial intelligence is changing software economics, security risks, and urban infrastructure.
- 1Intuit’s decline reflects investor doubts about software demand as artificial intelligence challenges tax preparation and SaaS models.
- 2CrowdStrike faces high expectations while AI agents and large language models create new cybersecurity risks.
- 3Moderna gains on encouraging melanoma vaccine news, an analyst upgrade, and renewed attention to its vaccine efforts.
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The sharpest turn comes when the discussion links AI’s threat to software and cybersecurity companies with its potential role in solving fast-growing cities’ infrastructure challenges.
The brief
Intuit’s shares fall ahead of earnings as investors weigh broader software weakness and whether TurboTax and its other businesses can remain durable as artificial intelligence changes tax preparation.
CrowdStrike has outperformed much of the software sector despite a daily decline, but elevated expectations meet a new threat: AI agents and large language models expanding cybersecurity risks.
Moderna moves higher after encouraging melanoma vaccine news involving Merck and an analyst upgrade, with the discussion also revisiting Dolly Parton’s connection to its pandemic-era vaccine efforts.
The episode then shifts from stock moves to smarter cities, previewing how Dubai’s rapid population growth is driving long-term planning around artificial intelligence, innovation, and infrastructure.
What was said on this episode
6 statements · 6 positive
Intuit revenue is expected to increase 12%.
“revenue is expected to increase 12%”
Listen at 1:14
Intuit has made significant technology investments in QuickBooks and TurboTax.
“they have made significant technology investments on their QuickBooks brand, their TurboTax brand”
Listen at 1:34
CrowdStrike is expected to post 24.4% annual recurring revenue growth.
“they are expected to post annual recurring revenue growth of 24.4%”
Listen at 2:27
AI will compress processes and increase speed in smart-city development.
“AI will allow in the smart city space to compress a lot of things. The speed will change.”
Listen at 5:06
Dubai responded very well to its sudden population increase.
“they reacted very well to it”
Listen at 5:32
Dubai has a long-term urban planning vision.
“They have a long-term urban planning vision”
Listen at 5:34
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Intuit Inc.
TurboTax
Dolly Parton
Bloomberg L.P.Listen to the full episode and explore every guest, topic, and moment on PodLume.