Citi's Tyler Radke Sees AI Dividing Software Sector
Citi's Tyler Radke sees AI splitting software into winners and losers; Microsoft and Palantir gain while Adobe and smaller vendors feel pressure.
21/10/2026 02:279 min read
Citi's Tyler Radke sees AI splitting software into winners and losers; Microsoft and Palantir gain while Adobe and smaller vendors feel pressure.
Salesforce stock surged 22.4% in a week after record earnings and an expanded Anthropic deal, breaking a 20-month downtrend.