US Software Sector
Global Markets
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Deirdre Bosa evaluates the market reaction to intense AI spending in the US and the perceived risks for the software sector in the face of AI advancements.
Deirdre Bosa
CNBC Television
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Deirdre Bosa evaluates the market reaction to intense AI spending in the US and the perceived risks for the software sector in the face of AI advancements.
The speaker examines the valuations in the software sub-sector reaching trough levels and potential opportunities despite the cautious market mood.
The speaker evaluates the future of software stocks under pressure from the rise of AI tools and the impact of companies potentially developing their own internal tools on the sector.
Deirdre Bosa evaluates the market reaction to intense AI spending in the US and the perceived risks for the software sector in the face of AI advancements.
The speaker examines the valuations in the software sub-sector reaching trough levels and potential opportunities despite the cautious market mood.
The speaker evaluates the future of software stocks under pressure from the rise of AI tools and the impact of companies potentially developing their own internal tools on the sector.