The AI trend that could send software stocks soaring in 2025

Fortune01-22 20:00

A growing chorus in Silicon Valley and on Wall Street believes enterprise software will join the AI party in 2025. Previously, the artificial intelligence boom has largely passed over the sector, but ...

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Previously, the artificial intelligence boom has largely passed over the sector, but ...</p>\n\n<a href=\"https://finance.yahoo.com/news/ai-trend-could-send-software-120000440.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The AI trend that could send software stocks soaring in 2025</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe AI trend that could send software stocks soaring in 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-22 20:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/ai-trend-could-send-software-120000440.html><strong>Fortune</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A growing chorus in Silicon Valley and on Wall Street believes enterprise software will join the AI party in 2025. Previously, the artificial intelligence boom has largely passed over the sector, but ...</p>\n\n<a href=\"https://finance.yahoo.com/news/ai-trend-could-send-software-120000440.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0433182093.SGD","symbol_name":"First Eagle Amundi International AS-C SGD","start_time":0,"source_url":"https://finance.yahoo.com/news/ai-trend-could-send-software-120000440.html","article_id":"2505595725","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2505595725","pubTimestamp":1737547200,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"A growing chorus in Silicon Valley and on Wall Street believes enterprise software will join the AI party in 2025. Previously, the artificial intelligence boom has largely passed over the sector, but investors are becoming increasingly excited about the rise of so-called “agentic AI.” As a recent note from Bank of America explains, this doesn’t refer to regular-old chatbots, but rather powerful models that can operate autonomous digital agents capable of enhanced reasoning and decision-making.BofA and others believe that can help unleash a sector that has lagged the broader market in recent times. The S&P North American Technology Software Index—made up of companies like Oracle, Microsoft, Salesforce, ServiceNow, Intuit, and Adobe—is up just over 20% in the past 12 months, which, while not awful, trails the benchmark S&P 500’s 25% gain. However, U.S. software stocks rallied 12% in the final quarter of 2024, according to BofA, as the Street became more bullish about agentic AI as a disr","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","ORCL":"甲骨文","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","SG9999001077.SGD":"United International Growth Fund SGD","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","MSFT":"微软","SG9999002232.USD":"Allianz Global High Payout USD","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","PLTR":"Palantir Technologies Inc.","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU1181866309.USD":"摩根大通环球策略总报酬基金A (acc)","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU0960925559.SGD":"Schroder ISF Global Multi-Asset Income A Acc SGD","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1340139317.AUD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) AUD-H","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","BK4535":"淡马锡持仓"},"translate_title":"人工智能趋势可能导致2025年软件股飙升","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PLTR":0.9,"ORCL":0.9,"MSFT":0.9},"content_text":"A growing chorus in Silicon Valley and on Wall Street believes enterprise software will join the AI party in 2025. Previously, the artificial intelligence boom has largely passed over the sector, but investors are becoming increasingly excited about the rise of so-called “agentic AI.” As a recent note from Bank of America explains, this doesn’t refer to regular-old chatbots, but rather powerful models that can operate autonomous digital agents capable of enhanced reasoning and decision-making.\nBofA and others believe that can help unleash a sector that has lagged the broader market in recent times. The S&P North American Technology Software Index—made up of companies like Oracle, Microsoft, Salesforce, ServiceNow, Intuit, and Adobe—is up just over 20% in the past 12 months, which, while not awful, trails the benchmark S&P 500’s 25% gain. However, U.S. software stocks rallied 12% in the final quarter of 2024, according to BofA, as the Street became more bullish about agentic AI as a disruptive force.  \n“Over the next decade, these fully autonomous agent and robot fleets may ultimately alter verticals heavily reliant on human capital and spark a corporate efficiency revolution that transforms the global economy,” BofA analysts led by Alkesh Shah, head of the firm's Americas software research, wrote last week.\nThough the analysts acknowledged the sector is not exactly cheap, they point out that revenue multiples and growth expectations remain below 5-year median and pre-COVID levels, suggesting this upside is not fully priced in. The year might get off to a rocky start, they said, as the market waits for more clarity on President Donald Trump’s policies and potentially wrestles with higher-than expected interest rates as well as weaker-than-forecast spending from small- and medium-sized businesses.\nStill, BofA said more powerful digital agents could begin displacing workers in call centers and industries like software engineering and marketing as soon as the second half of the year. That could expand, they said, to biopharmaceuticals, human resources, nursing, education, cybersecurity, manufacturing, and law by 2026 or 2027.\nSalesforce and Palantir lead the way\nAt the forefront of this shift is Salesforce, with CEO Marc Benioff saying the household name is behaving like a startup and reworking much of the way it does business to ensure its products do not become obsolete. Case in point is the software giant’s new AI offering, Agentforce, which allows users to quickly build and deploy digital assistants.\nThe company is charging $2 per use case, a shift from its traditional subscription-based pricing model. Salesforce closed 200 deals when the product debuted in the final week of Q3, Benioff told analysts on the company’s December earnings call.\nThis pivot is the biggest reason investors have piled into one of Fortune’s top 15 stock picks for 2025, with shares jumping nearly 50% since May to trade just below the $330 mark. Many analysts think the stock still has plenty of room to appreciate, with those surveyed by S&P Cap IQ placing a median price target of $410.  \nWhen it comes to building off last year’s performance, however, one software giant stands well above the rest. Palantir earned admission into the S&P 500 in September and was the best-performing stock in the index, with shares soaring 340%. The longtime military and intelligence contractor used its new “Artificial Intelligence Platform,” or AIP, to power a massive expansion of its commercial business, defying many on Wall Street baffled by its unorthodox sales strategy or mercurial CEO, Alex Karp.  \nUnsurprisingly, the stock is no longer cheap, trading at 175 times its projected earnings over the next 12 months, according to S&P Cap IQ estimates. That’s well ahead of the multiples of most of its peers, including Microsoft at 32, Salesforce at 30, and Oracle at 25. However, noted tech bull Dan Ives thinks Palantir is still worth the buy, comparing the stock to Argentinian soccer star Lionel Messi, who is widely viewed as one of the sport’s all-time greats.\n“We believe Palantir has a credible path to morph into the next Oracle over the coming decade with AIP leading the way as many on the Street continue to be huge skeptics of the Messi of AI,” he wrote in a late December note.\nLike BofA, Ives believes 2025 will end up being a banner year for software. Besides Palantir and Salesforce, his top picks include Oracle and IBM. Among BofA’s favorite plays, meanwhile, are names like HubSpot, Microsoft, and ServiceNow.\nThis story was originally featured on Fortune.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2505595725"}