Key software companies like Alphabet (GOOGL), Microsoft (MSFT), and Salesforce (CRM) help run businesses across the world, says Kim Forrest, making the case "it will be hard to replace" these software-centric giants. She sees lots of nuance in the software trade amid fears that AI will replace many aspects of these companies. On Nvidia (NVDA) CEO Jensen Huang, Kim weighs how his comments at GTC 2026 will affect AI's outlook, making the case AI "is not ready" for human judgement. Tom White offers an example options trade for ServiceNow (NOW).