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ServiceNow helps lift sentiment for traditional software stocks
MarketWatch notes investors are increasingly confident that established software companies can hold up as AI disruption accelerates.
MarketWatch says a software sector rally is being buoyed by rising confidence that traditional software companies can withstand AI disruption.
The outlet points to ServiceNow as a standout in the group, signaling investor appetite for software names that can compete in an AI era.
The broader takeaway from the coverage is that investors appear to be shifting toward companies they believe will retain relevance and pricing power despite rapid changes in how software is built and delivered.