The software sector is facing an identity crisis as investors debate whether AI enhances or threatens traditional SaaS models. Brian Glenn explains that rising expectations, especially around Nvidia (NVDA), have raised the bar for earnings and increased volatility, pushing the market back toward fundamentals like profitability and durable data moats. He points to companies such as Intuit (INTU), Salesforce (CRM), and Adobe (ADBE) as more resilient to AI disruption, while also noting continued interest in private markets and limited near-term relief from Fed policy.
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