Finance

Here’s why software stocks are finally priced for a comeback and this veteran strategist is buying

Fundstrat’s head of research Tom Lee says investors are underestimating how strong software companies will rise to the AI challenge.

M
MarketWatch
May 1, 2026·1 min read
Here’s why software stocks are finally priced for a comeback and this veteran strategist is buying

Image: MarketWatch

Fundstrat’s head of research Tom Lee says investors are underestimating how strong software companies will rise to the AI challenge.

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Here’s why software stocks are finally priced for a comeback and this veteran strategist is buying

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