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Express News | Kleannara Partners With Rimini Street to Accelerate Digital Transformation
HSBC's Contrarian View: Software Will Dominate AI, Now Is a Good Time to Buy the Dip
HSBC believes that enterprise-level software will not be disrupted but will instead 'absorb and tame' AI. The non-deterministic flaws of large models cannot meet the zero-error, high-reliability requirements of enterprises, while traditional software giants such as Microsoft and Oracle, with their deep data and architectural barriers, are embedding AI into their platforms. Compared to the previously overheated hardware semiconductor sector, the current valuation of the software sector is at a historical low point, and 2026 will be the inaugural year for AI monetization in the software industry.
Wall Street Analysts Are Bullish on Top Technology Picks
Shares of Software Companies Are Trading Lower After Citrini Research Flagged Risks AI Could Pose to the Global Economy. The Move Comes Alongside Broader Market Weakness, Adding Pressure to the Sector.
Rimini Street Balances AI Bets With Margin Pressures
Rimini Street Shares Jump After 4Q Revenue Beats Expectations