S&P Software & Services ETF SPDR (XSW)

AI is no longer a tide that lifts all boats. Instead, only a few stocks may win.

Palantir stock inches up on a fresh AI partnership with Nvidia. But does that warrant buying PLTR shares at about 97x forward earnings?

Paychex has underperformed other software stocks, and analysts remain unsure about the stock’s outlook.

Oracle has outperformed other software stocks, and analysts remain highly optimistic about the stock’s outlook

Roper Technologies has notably underperformed the broader market over the past year, but analysts are cautiously optimistic about the stock’s prospects.

Datadog has outperformed the broader market considerably over the past year, and analysts are highly optimistic about the stock’s prospects.

Microsoft has trailed the S&P 500 over the past year, yet Wall Street analysts maintain a highly optimistic outlook on the stock’s prospects.

Palantir Technologies has trailed the S&P 500 over the past year, yet Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.

As AppLovin has outperformed the broader market over the past year, Wall Street analysts maintain a highly optimistic outlook about the stock’s prospects.

Block has outperformed other software stocks over the past year, and analysts remain somewhat optimistic about the stock’s growth potential.