JPMorgan Flags ‘AI-Resilient’ Software Names After Selloff
Fears that artificial intelligence (AI) will rapidly disrupt software companies have been overdone, according to JPMorgan. The bank’s…
Fund Beating 99% of Peers Sees Few Software Firms Surviving AI
(Bloomberg) — Selling software stocks before the crowd paid off for Nick Evans, a Polar Capital fund manager.…
Tom Lee Says AI Killed Software And Job Losses Are ‘Soon To Follow’
Fundstrat’s Tom Lee warned AI is destroying the $450 billion software sector and job losses will follow, predicting…
Nvidia CEO Jensen Huang Has Good News for Investors. Here Are 5 AI Stocks to Buy Now.
The S&P North American Technology Software Index has declined 30% from its high amid concerns about how artificial…
Private Markets Push for World’s Wealthy Runs Into AI Meltdown
Source: IPEM (Bloomberg) — The salespeople on the front line of a private-markets push to win over the…
Traders Chase ‘AI Resistant’ Stocks During Slide in Tech
Bloomberg (Bloomberg) — A new group of stock winners has emerged as technology shares slide: Companies with businesses…