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Investment firm BNP Paribas says that value investors are still holding onto major enterprise software names like Microsoft (MSFT) and ServiceNow (NOW) According.
Value investors are still holding Microsoft and ServiceNow despite AI-related concerns.
KEY POINTS
- Investor discussions now focus on whether to hold, not sell, major software stocks.
- There is rising worry that software firms may become AI resellers, losing unique value.
- Analysts see more upside potential in ServiceNow stock than in Microsoft.
COMPANIES
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