Beaten-Down Software Stocks Are Still Good Buys, Despite Investors' AI Fears
Youtube·2026-02-12 16:31

Software stocks lagged artificial intelligence names by a significant margin for most of last year. And that performance gap has persisted even as the AI trade has cooled. But how do these stocks look when it comes to fundamentals.Does AI really represent an existential threat to their businesses. Here's Morning Star senior equity research analyst Dan Romangh on what investors need to know. Thanks for being here, Dan. >> Thanks for having me.Uh we're here to talk about software stocks um which have kind of ...