How to play the software sector in AI age: Adobe, Oracle, Salesforce
Ahead of Adobe (ADBE) and Oracle (ORCL) reporting earnings, BNP Paribas Exane global head of software research Stefan Slowinski joins Julie Hyman and Josh Lipton on Market Domination to discuss his strategy for navigating software stocks in 2025, which he expects to be the year of artificial intelligence (AI) agents. Slowinski says the software sector […]