Software stocks have been hit by fears of competition from artificial intelligence but these five companies can thrive in the AI era, according to Oppenheimer analysts.
Source: https://www.barrons.com/articles/shopify-stock-software-ai-v…
Microsoft, Nvidia, and Meta Platforms all look like great values. Taiwan Semiconductor and Broadcom are experiencing massive growth due to the demand for AI chips.
The extremely strong demand for AI chips remains a significant tailwind for these two companies. Importantly, both trade at really attractive valuations despite the market-beating earnings growth they will likely deliver.
The S&P 500 has been so incredibly resilient in 2026. It’s been less than two weeks since we rang in the new year, but the broad market has already been rocked with a number of macro events, which I would have thought would pave the way for greater volatility and perhaps downside to kick off 2026.
