The Wall Street bank called Snowflake and Microsoft high-quality stocks that are more resilient than others to artificial intelligence threats.
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Things may be turning around for one of the most beaten-down parts of the stock market.
The firm called out a slew of buy-rated software stocks, including Snowflake and MongoDB, as the sector slides.
There's still opportunity in software despite the fears about artificial intelligence, according to Morgan Stanley analysts.
JPMorgan analyst Doug Anmuth believes that the AI theme will continue to "drive continued outperformance in Quality Growth,…
Companies with a low risk of AI displacement are being lumped together with firms that may face genuine disruption.
Jim Cramer says the Club still owns Microsoft. "I just don't think that they're going to sit there and let this happen."
