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stocks

What AI means for US software companies’ moats

We’re no longer certain that software firms will outperform over the next decade, but positive outcomes remain possible for names like Salesforce.
stocks

What Q4 US earnings did and didn’t tell us about AI and the outlook for tech shares

Tech saw solid earnings, but there are more questions around which companies will benefit from AI, and which will be hurt.
stocks

More US tech stocks look cheap as the market rotates

Meanwhile, value-leaning areas of the market, including industrials and energy stocks, are moving out of undervalued territory.

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