SAP: Three Reasons Why Software Stocks Must Be on the Turning Point.
Reading Time: 2 minutes
Software stocks may have reached a turning point. We are already positioned with several stocks in our model portfolios. Three reasons currently support this: 1. Companies such as Monday, Snowflake, Datadog, Zoom, and Servicenow have demonstrated that they are not being disrupted, but rather benefiting from their AI capabilities. 2. If Anthropic warns against the rapid development of AI and the market responds with a bit more regulation, this is good for the large software companies. Their aim is to offer AI to customers within a compliant and...
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