Microsoft & Oracle have a 'tremendous opportunity' in the AI boom [Yahoo! Finance]
SAP SE ADS (SAP)
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Source: Yahoo! Finance
that the Iran war is easing, and why he thinks a few key names have what it takes to survive the artificial intelligence (AI) disruption trade. Video Transcript Speaker A The thing that we were all grappling with before we were distracted by this huge conflict was um who's going to be disrupted and who's not? Does that does that scrutiny just resume now? Speaker B It resumes, but I think there's a finer point on it. The IGVN that software index, which has gotten absolutely hammered, you know, I think it was down anywhere from 23 to 24%. Uh that is really predicated on the software as a service model. So, instead of that, people have pivoted to the new companies that are all consumption based, like a snowflake for example, or, you know, a Mongo DB is another example. Those, those companies don't have the model transition issue. That's number one. Number two, I think there is more of a rational debate upon how system of record companies benefit. That system of record, the secu
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