HSBC's Contrarian View: Software Will Dominate AI, Now Is a Good Time to Buy the Dip

HSBC believes that enterprise-level software will not be disrupted but will instead 'absorb and tame' AI. The non-deterministic flaws of large models cannot meet the zero-error, high-reliability requirements of enterprises, while traditional software giants such as Microsoft and Oracle, with their deep data and architectural barriers, are embedding AI into their platforms. Compared to the previously overheated hardware semiconductor sector, the current valuation of the software sector is at a historical low point, and 2026 will be the inaugural year for AI monetization in the software industry.

wallstreetcnFeb 24 19:28 ET

Shares of Software Companies Are Trading Lower After Citrini Research Flagged Risks AI Could Pose to the Global Economy. The Move Comes Alongside Broader Market Weakness, Adding Pressure to the Sector.

BenzingaFeb 23 15:26 ET

Express News | Shares of Software Companies Are Trading Lower After Citrini Research Flagged Risks AI Could Pose to the Global Economy. The Move Comes Alongside Broader Market Weakness, Adding Pressure to the Sector

BenzingaFeb 23 15:26 ET

Shares of Software Companies Are Trading Lower Amid Overall Market Weakness as Investors Rotate Out of the Industry Amid AI Disruption Concerns. Recent Payroll Economic Data May Impact Future Rate Cuts as Investors Await Friday's CPI Results

BenzingaFeb 12 12:43 ET

12 Information Technology Stocks Moving In Thursday's Pre-Market Session

BenzingaFeb 12 07:05 ET

Shares of Software Companies Are Trading Higher After JPMorgan Strategists Suggested That the Industry Could Rebound From Recent AI-related Disruption. The Sector May Be Moving Amid Sympathy With Datadog's Q4 Financial Results.

BenzingaFeb 10 13:32 ET