AI isn’t eating software after all — and the sector’s ‘epic’ rally could run through October

Software companies are seeing a strong rally, dispelling fears that AI would cannibalize their subscription models. Recent earnings reports have reassured investors, signaling that AI isn't replacing software but instead might enhance it. This positive shift could prolong the sector's impressive performance through October, highlighting the potential for AI to complement rather than compete with traditional software. Investors are now more optimistic about the future of software stocks, reflecting a broader shift in market sentiment.