Barron's June 26, 2026 • 18:55

The Market Rotation Is On. ServiceNow, Workday, and AppLovin Rise as Software Tops Chips. - Barron's

By Kit Norton

The Market Rotation Is On. ServiceNow, Workday, and AppLovin Rise as Software Tops Chips. - Barron's

ServiceNow, WorkDay, and AppLovin are software stocks trading near the top of the S&P 500. Is the AI narrative around software changing?

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