Editorial companion

What stands out

Rob Luna told Charles Payne the age of artificial intelligence (AI) is a "HUGE OPPORTUNITY" for investors, and he put software stocks front and center. On Fox Business that is shorthand for companies with recurring revenue, scalable margins, and the ability to fold model-driven services into existing products. The clip matters because it captures a shift from gadget-level hype to a corporate argument: AI is now being framed as an industrial force that will reprice software earnings, and the conversation is moving toward which businesses will actually capture that surplus.