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Software stocks rise as some firms are seen as AI-resistant
MarketWatch notes that while most software companies are expected to see slower sales growth over the next two years, Oracle and DigitalOcean are cited as exceptions.
Software stocks are climbing as investors focus on which companies may be better positioned to defend revenue growth from competitive pressure tied to AI, according to MarketWatch.
The outlet said most software firms are expected to show a slowing pace of sales growth over the next two years.
MarketWatch singled out Oracle and DigitalOcean as exceptions, pointing to them as companies that could be more resilient than peers.
The comparison highlights a split in the software sector outlook as expectations shift from broad growth to how individual businesses can maintain demand.