AOT Invest believes that not all software exposure should be based on market cap, and that profitability is important.
ServiceNow, Inc. (NYSE:NOW) is one of the AI Stocks on the Market’s Radar. On December 17, Bernstein SocGen reiterated an ...
Rapid adoption of software solutions for business automation and to facilitate remote working are propelling the software industry’s growth. Similarly, emerging trends and breakthroughs in the ...
Morgan Stanley maintained Microsoft as its Top Pick in large-cap software in a note on Wednesday, citing robust demand across business lines and strong prospects for operating margin expansion.
The Osterweis Opportunity Fund beat the Russell 2000 in 2024 by finding overlooked tech stocks. Small-cap software stocks will benefit from the next wave of AI, says Bryan Wong, a PM of the fund. Here ...
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