YahooAugust 10, 2026 at 3:45 PM NY24 days ago
Software rebound is real but selective, Jefferies says, as power crunch reshapes AI buildout
Software stocks are staging a comeback in the second half of the year, according to Jefferies analysts, who pointed to strong results from ServiceNow Inc (NYSE:NOW, XETRA:4S0), SAP, Roper Technologies, Atlassian (NASDAQ:TEAM) and Cloudflare as evidence the sector is shaking off fears of...
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