AI Supercycle Widens Valuation Divide across SaaS Stocks

Jennison equity research analyst John Donnelly recently joined the Top1000funds.com Fiduciary Investors Symposium to discuss how AI is creating a sharp divide across software. Read the article recap to learn why Jennison believes the software companies in the strongest position are those that move quickly from seat-based subscriptions to outcome-driven pricing. He also explores the growth runway for leading AI platforms, the overlooked opportunities beyond the infrastructure spending boom, and the power and labor constraints that could shape the next phase of the investment cycle.

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