On Wednesday, Bernstein analysts provided insights into the software sector for 2025. They believe the performance of software companies this year will be heavily influenced by individual sector dynamics, company fundamentals, and macroeconomic conditions.
While the new U.S. administration is expected to bolster the economy, analysts predict that a significant uptick in enterprise spending may not materialize until mid-2025.
They also highlighted that the evolution of General AI, including…
Article Source
https://www.investing.com/news/analyst-ratings/bernstein-sees-oracle-microsoft-sap-as-top-software-picks-for-2025-93CH-3814853
