Software Stocks: SaaS Growth Hits 15-Quarter High. Is the Rebound Real?
📈 Software is back in favour. On this episode of Let the Money Talk, Alif Fahmi unpacks the sector's second-quarter 2026 update. SaaS revenue growth accelerated to 17.5% — the strongest in 15 quarters — as easing AI-disruption fears sparked a 17% third-quarter rebound led by Microsoft, Palantir and Snowflake, though stretched cybersecurity valuations prompted a downgrade of Palo Alto Networks to neutral at 97 times earnings. Can large-cap SaaS, still trading below its historical valuation, keep riding the enterprise AI spending wave?
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