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Mark Roussin: AI is not ending software sector gains

Mark Roussin: AI is not ending software sector gains
Software stocks show strong performance

Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, challenges the claim that artificial intelligence is ending the era of software.

Roussin highlights recent performance by software companies, reporting one-month gains of 18 percent for SNOW, 22 percent for NOW, and 38 percent for CRM.

Roussin has previously commented on the semiconductor sector, noting that Nvidia's strong report and guidance were seen as positives for companies like AMD and TSMC. He has also observed strong AI demand affecting company performance, citing CRWV's $104B backlog and NBIS's nearly 9 percent gain. These observations reflect his ongoing focus on technology and AI-driven growth.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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