Citi Q2 Software Industry Earnings Preview: AI Budget Focused on “Leading Data Infrastructure”; These U.S. Stocks Will Be the Winners
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Citi lists MongoDB (MDB.US), Snowflake (SNOW.US), and Palantir (PLTR.US) as top picks in the software sector, while favoring Microsoft (MSFT.US) in the hyperscale and AI infrastructure field. In the application software sector, Citi prefers Figma (FIG.US) and Shopify (SHOP.US).
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