AI lifts some software stocks, leaves others behind – who’s winning and losing and why

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ZDNET’s key takeaways

• The AI boom has fueled hefty investments in software companies.
• Yet, not all software companies are seeing the same boost. 
• Investors favor companies providing infrastructure for AI solutions.

Billions of dollars are flowing into artificial intelligence companies such as OpenAI and Anthropic, yet investors in software firms that should also be well-positioned to benefit from the AI boom have…