AI lifts some software stocks, leaves others behind - who's winning and losing and why

The recent surge in AI technology has led to a notable shift in the stock market, with investors favoring companies that provide the foundational infrastructure for AI over those merely integrating AI into their existing products. This trend highlights the growing importance of robust AI capabilities and suggests that firms focusing on core AI technologies are likely to see greater long-term success, making it a pivotal moment for the tech industry.