JP Morgan's note to investors on software companies: You are over reacting; we believe ...
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JPMorgan strategists suggest the recent sharp fall in software stocks may be an overreaction to AI disruption fears. They believe markets are pricing in unrealistic near-term impacts, creating an opportunity for higher-quality software companies to rebound. Recent quarterly results and earnings forecasts indicate solid fundamentals, with many firms poised to benefit from AI rather than be replaced.
