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Software stocks stage a massive comeback as AI fuels investor interest

CNBC's Morgan Brennan discusses software stocks' 50% rally in six months, their outperformance against energy and semiconductors, and renewed investor interest driven by AI and M&A.

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Oct 12, 2026 - 15:00
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Software stocks stage a massive comeback as AI fuels investor interest
CNBC's Morgan Brennan discusses software stocks' 50% rally in six months, their outperformance against energy and semiconductors, and renewed investor interest driven by AI and M&A.
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