AI & Enterprise
Software and cloud seen poised for second-half rebound after lagging AI megacaps
Software, cloud and small- and mid-cap growth shares that were overshadowed by AI megacaps in the first half could rebound over the next six months, a strategist said. ETF Action co-founder Mike Akins urged increasing exposure to segments that lagged major AI names, citing eased valuation pressure and resilient growth outlooks. He also highlighted disruptive-technology themes, potential catch-up in the Magnificent Seven and improving relative performance in smaller-cap indexes.
