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AI Shifts Create Selective Opportunities for Beaten-Down Software

1 min read
Source: MarketWatch
AI Shifts Create Selective Opportunities for Beaten-Down Software
Photo: MarketWatch
TL;DR

Software stocks have been crushed, but analysts see selective opportunities as AI fears ease. Focus areas include infrastructure software, cybersecurity and HR/payroll software, which are viewed as more resilient to AI disruption. Analysts suggest a reset in valuations may create buying opportunities, with top picks including Zscaler, Okta and CrowdStrike (along with other names like SailPoint, Rubrik and SentinelOne) as investors hunt for durable exposure.

Topics:businesstechnology#ai#cybersecurity#hrpayroll-software#infrastructure-software#software#technology
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  1. Software stocks have been crushed. Here’s how to play the sector as the dust settles.  MarketWatch
  2. There's a Rout in Tech Stocks. What's Going On?  Yahoo Finance
  3. The Stock Market Just Got Shaky. Where to Find Solid Ground.  The Wall Street Journal
  4. Top Wall Street analysts share strategies for investing during the software apocalypse  Business Insider
  5. It’s not just a tech sell-off  Financial Times

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