Why Vista Equity CEO is so 'excited' to invest in software

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Why This Matters

Robert Smith, CEO of Vista Equity Partners, expresses enthusiasm for investing in software, highlighting that while there may be an AI bubble in certain areas, other segments remain strong and investable. His insights suggest a positive outlook on the software market, particularly in the context of AI investments.

Market Impact

Market impact analysis based on bullish sentiment with 75% confidence.

Sentiment
Bullish
AI Confidence
75%

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Vista Equity Partners founder and CEO Robert Smith tells Julie Hyman at Yahoo Finance Invest that there is an AI bubble in "some parts of this market," but others are "very much in a great investable space." Watch the video above to hear more on Smith's AI investing thesis. Make sure to watch Yahoo Finance's full interview with Robert Smith. For full interviews, highlights, and key insights, check out more from Yahoo Finance Invest.

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Original article published by Unknown on November 14, 2025.
Analysis and insights provided by AnalystMarkets AI.