AI Companies are Rationing Compute. That’s a Boon for Traditional Software, One Analyst Says.

A closely followed iShares software ETF just had its best week in 25 years, as some believe the sentiment around AI may be changing — at least for now.

A closely followed iShares software ETF just had its best week in 25 years, as some believe the sentiment around AI may be changing — at least for now.

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