Software stocks have been under pressure, but not every company in the sector deserves to be sold off with the group. In a ...
Oppenheimer said its favorite names are Oracle, Microsoft, and Agilysys, and identified Adobe, Paycom Software, and ...
The Thoma Bravo co-founder said that some of the software stocks getting hit by the AI wave deserve a lower valuation.
Fears that artificial intelligence (AI) will rapidly disrupt software companies have been overdone, according to JPMorgan. The bank’s strategists believe parts of the sector are more resilient than ...