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Amit Kukreja, stock market analyst, observes that markets are no longer ignoring 50% revenue growth by software companies.
Shares of ZETA jumped 12% as investors responded to strong revenue performance in the sector.
Kukreja recently noted rising software stocks after Anthropic’s new fundraising and AI model launch. He has also commented on Meta’s rollout of paid subscriptions globally across Instagram, Facebook, and WhatsApp. Both events contributed to renewed investor attention in the technology sector.