Is Now the Time to Buy Software Stocks? Panel Debates Rebound and Rotation

1. 1Five software names including Salesforce (CRM) and CrowdStrike (CRWD) rank in the S&P 500's top 10 this week
2. 2Amid strong earnings and Monday's surge, panel suggests buying or adding, with rotation from hardware into software
3. 3Pushback against the AI-driven SaaS disruption narrative; software oversold and hardware overbought, with hardware revenue delayed by permit and labor constraints

Source Angry Bear +1 · View original ↗

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