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Morgan Stanley: Software Sector Overvalued Amid AI Concerns, Maintains Attractive Rating

2026-07-23 02:31:45

MS1.01%

NDAQ0.73%

According to a Morgan Stanley software industry report released on July 21, the software sector has underperformed the Nasdaq by 40% and the S&P 500 by 30% over the past two years. Morgan Stanley stated that market concerns over AI disruption have been overpriced and maintained an "attractive" rating on the software industry.

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