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Why Oracle and these 3 unloved software stocks could be the next leg of the AI trade
Market Intelligence Analysis
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Why This Matters
An HSBC analyst suggests that by 2026, there will be a significant shift in investor focus from hardware to software stocks, highlighting Oracle and three other software companies as potential beneficiaries of this trend. This indicates a growing confidence in the software sector's role in the AI trade.
Market Impact
Market impact analysis based on bullish sentiment with 72% confidence.
Sentiment
Bullish
AI Confidence
72%
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
“We see 2026 as the year that investors begin to shift their focus from hardware to software positions,” an HSBC analyst wrote.
Original article published by
Unknown
on December 16, 2025.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.