Software stocks are rising, and these 6 are expected to withstand the AI threat
Reported by MarketWatch · marketwatch.com · July 28, 2026
Most software companies are expected to show a slowing pace of sales growth over the next two years. Oracle and DigitalOcean are among the exceptions.
What the tape says
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
Market reaction today: $DOCN -3.55%
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