Analysts Positive on Software Profits Amid AI Market Impact

Goldman Sachs analysts are positive on software profits, while Bernstein identifies stocks resilient to the market shifts caused by the AI 'scare trade.'

16 Feb, 10:13 — 16 Feb, 13:25

Low (19/100)

2 sourcesNo spread1 region

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Why this matters

The rapid advancement of Artificial Intelligence is a transformative force across industries, creating both significant opportunities and potential disruptions. For investors and businesses, understanding how financial analysts perceive AI's impact on key sectors like software is crucial for strategic decision-making and navigating market volatility. This story highlights the ongoing assessment of AI's economic ripple effects.

ℹAll sources from US region

ℹOnly 2 sources cover this story

Perspective Analysis

AI-generated comparison of how 2 sources cover this story

News outlets are covering the impact of AI on the software market, with a focus on analyst sentiment and stock performance. While Bloomberg reports a general positive turn among analysts regarding software profits, CNBC highlights specific stocks identified by analysts as resilient to AI disruption, indicating a shared theme of AI's market influence but different angles on the positive outlook.

Coverage matrix

	bloomberg	cnbc
Specific investment firms and their stock recommendations related to AI resilience.
Statements from specific Goldman Sachs analysts regarding software profit outlook.

Covered Divergent Not mentioned

What sources agree on

AI is significantly impacting market dynamics.
Analysts are actively assessing and providing guidance on the software sector's performance amidst AI's influence.

Where they diverge

Overall analyst sentiment regarding software profits in the context of AI.

bloomberg

Analysts are broadly turning positive on software profits.

cnbc

Analysts are identifying specific software stocks that are resilient or 'disruption-proof' against AI's impact.

Key claims3 unverified

Analysts at Bernstein have highlighted eight stocks they consider as AI disruption-proof.

unverified·cnbc

Goldman’s Snider says analysts turn positive on software profits.

unverified·bloomberg

The AI ‘scare trade’ is tearing through markets.

unverified·cnbc

Coverage gaps

Specific investment firms and their stock recommendations related to AI resilience.

Reportedcnbc

Missingbloomberg

Statements from specific Goldman Sachs analysts regarding software profit outlook.

Reportedbloomberg

Missingcnbc

Perspective Analysis

Comparing sources…

How outlets covered this

Left-leaning

No articles

Center

cnbc

The AI ‘scare trade’ is tearing through markets. Bernstein picked 8 stocks that can weather the storm

bloomberg

Goldman’s Snider Says Analysts Turn Positive on Software Profits - Bloomberg.com

Right-leaning

No articles

Key entities

BernsteinInvestment firm whose analysts identified AI-resilient stocks GoldmanInvestment bank whose analyst commented on software profits SniderGoldman analyst who stated analysts are positive on software profits AITechnology impacting markets and software profits

Coverage Timeline

First report: bloomberg · 16 Feb, 10:13|Full coverage: All 2 sources within 3h|Window: 3h

Left-leaningCenterRight-leaning

bloomberg16 Feb, 10:13First to report

Goldman’s Snider Says Analysts Turn Positive on Software Profits - Bloomberg.com

3h later

cnbc16 Feb, 13:25Latest update

The AI ‘scare trade’ is tearing through markets. Bernstein picked 8 stocks that can weather the storm

Read at source (2 outlets)

cnbc5d ago

The AI ‘scare trade’ is tearing through markets. Bernstein picked 8 stocks that can weather the storm

Analysts at Bernstein have highlighted eight stocks they consider as AI disruption-proof.

Read full article →

bloomberg6d ago

Goldman’s Snider Says Analysts Turn Positive on Software Profits - Bloomberg.com

Goldman’s Snider Says Analysts Turn Positive on Software Profits Bloomberg.com

Read full article →

PERSPECTA

PERSPECTA

Analysts Positive on Software Profits Amid AI Market Impact

Why this matters

Perspective Analysis

Coverage matrix

What sources agree on

Where they diverge

Key claims3 unverified

Coverage gaps

Perspective Analysis

How outlets covered this

Left-leaning

Center

The AI ‘scare trade’ is tearing through markets. Bernstein picked 8 stocks that can weather the storm

Goldman’s Snider Says Analysts Turn Positive on Software Profits - Bloomberg.com

Right-leaning

Key entities

Coverage Timeline

Goldman’s Snider Says Analysts Turn Positive on Software Profits - Bloomberg.com

The AI ‘scare trade’ is tearing through markets. Bernstein picked 8 stocks that can weather the storm

Read at source (2 outlets)

The AI ‘scare trade’ is tearing through markets. Bernstein picked 8 stocks that can weather the storm

Goldman’s Snider Says Analysts Turn Positive on Software Profits - Bloomberg.com

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PERSPECTA

Why this matters

Key entities

Perspective Analysis

Coverage matrix

What sources agree on

Where they diverge

Key claims3 unverified

Coverage gaps