ServiceNow’s stock leads a software rally. Here’s what’s energizing investors.

ServiceNow's stock is surging, sparking a broader rally in the software sector as investors grow more confident that traditional software companies can adapt to the AI revolution. This optimism is driven by the belief that these companies possess the resources and expertise to navigate and thrive amidst the AI disruption. The rally underscores a shift in market sentiment, suggesting that investors are now seeing traditional software firms not just as potential casualties of AI but as resilient players capable of innovation and growth in this new era.