Microsoft, Oracle and ServiceNow could be the top stocks making a software comeback

While artificial intelligence infrastructure stocks have captured investor attention in recent years, in 2026 it could be the software sector’s turn to reap big gains.

Companies that make infrastructure software that manages hardware and data in particular represent an attractive opportunity for investors, according to analysts at Goldman Sachs and Deutsche Bank. Microsoft

MSFToracle ORCL and ServiceNow NOW fall into this category.