AI companies are rationing compute. That’s a boon for traditional software, one analyst says.
Apr 18, 2026
A closely followed iShares software ETF just had its best week in 25 years, as some believe the sentiment around AI may be changing — at least for now.
https://www.marketwatch.com/story/ai-companies-are-rationing-compute-thats-a-boon-for-traditional-software-one-analyst-says-e19e0cb7?mod=mw_rss_topstories
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