Software Outlook 2026: Evercore ISI Bets on the Scaling of AI Giants
Reading Time: 3 minutes
In a comprehensive industry analysis, the investment bank Evercore ISI has set the course for the stock market year 2026 just before the turn of the year. While the markets debate a possible saturation of the AI hype, the analysts paint a picture of technological continuity. The central message of the study: Even though market breadth is expected to increase next year, a departure from the "software infrastructure trade" is not in sight. On the contrary: The ongoing adoption of artificial intelligence ensures that the demand for cloud capacities...
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