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Barchart
Barchart
Rob Isbitts

Software Stocks Are Divided as AI Creates a Deep Rift Between ‘Haves’ and ‘Have Nots’

Oracle CRM IGV ORCL ServiceNow

The software industry is no longer unified. For years, buying the iShares Expanded Tech-Software Sector ETF (IGV) provided clean, broad-based exposure to predictable software-as-a-service (SaaS) recurring revenue models. Currently, however, software stocks are a dividend bunch.

At the macro level, the industry is divided into two distinct camps: infrastructure backends enabling artificial intelligence workflows, and legacy application software facing structural pricing friction. Companies that own foundational enterprise databases, multi-cloud infrastructure, and specialized data pipelines are expanding their market share.

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