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Today's Pick

Software And Services Companies: Will Generative AI Eat Their Lunch?

by Felix-Antoine Vezina-Poirier, Chief Strategist  

In the aftermath of Monday’s tech selloff, our US Equity strategists took a deep dive into the Software and Service (S&S) industry group. The S&S industry underperformed in 2024 as post-pandemic spending slowed, but investment has recently…

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