Fund Beating 99% of Peers Sees Few Software Firms Surviving AI [Yahoo! Finance Canada]
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Source: Yahoo! Finance Canada
His warning to potential bargain hunters: most shares are still toxic and few firms will survive. “We think application software faces an existential threat from AI,” said Evans, whose $12 billion global technology fund beat 99% of peers over one year and 97% over five. Most Read from Bloomberg Fears that sophisticated AI tools like Anthropic PBC's Claude Cowork will disrupt software businesses sent their stocks tumbling this year. An exchange-traded fund tracking the US software sector is down 22%, a sharp contrast to semiconductor stocks that have soared as AI spurs computing demand. Application software, which helps users perform tasks such as writing documents and managing payrolls, looks particularly at risk, according to Evans. Apart from a small position and some call options in Microsoft Corp., the fund manager has sold all other holdings in the sector, including SAP SE, ServiceNow Inc., Adobe Inc. and HubSpot Inc. “We won't go back to these companies,” he said in an i
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