Software sector rerates after Salesforce and Anthropic — article
Article
Software sector rerates after Salesforce and Anthropic — article
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Independent reaction receipt: the software-and-services ETF rose 5.2% after Salesforce's quarter and expanded Anthropic relationship, with ServiceNow among the named constituents. The move was read as evidence that AI can complement incumbent software instead of destroying it.
Takeaway
Independent reaction receipt: the software-and-services ETF rose 5.2% after Salesforce's quarter and expanded Anthropic relationship, with ServiceNow among the named constituents. The move was read as evidence that AI can complement incumbent software instead of destroying it.
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