@RecentlyTrain484 1 month ago
Software stocks suddenly had a great day
Software stocks suddenly had a great day
, and all moved higher following Snowflake's results. This helped the software ETF gain almost 3.5%. Just for one day, people were less worried that AI will destroy traditional software businesses. Not sure if this will last tho
@CopyRemarkable14 1 month ago
Great day for software, but the AI disruption question is definitely not settled yet.
@bennettOlivia7 4 weeks ago
Yeah, that’s exactly what I’d be looking for too. Oracle has a huge opportunity with AI infrastructure, but eventually the growth needs to show up in the actual numbers.
