By Pratyush Thakur
Publication Date: 2026-01-08 15:18:00
Investing.com – Artificial intelligence will remain the key driver of software performance in 2026, with spending shifting toward infrastructure, large platforms and tools that enable AI development.
Enterprise software budgets appear to be stabilizing, with growth increasingly focused on cloud infrastructure, cybersecurity and generative AI, according to Wells Fargo.
Wells Fargo outlined three key ways investors can position themselves for AI-driven gains next year. The first is cloud and AI infrastructure, where the company expects demand to expand beyond AI labs to hyperscalers, governments and large enterprises. Wells Fargo estimates the total addressable market for AI infrastructure could approach $1 trillion by 2030 and said access to financing, chips and power will be key differentiators. Oracle Corporation (NYSE:ORCL) is the top pick in this category.
The second topic focuses on large, established software platforms. Wells Fargo said providers with mission-critical data and systems…
