The AI Trade Nobody Is Making Right Now -- and Why It Could Be 2026's Best Opportunity
ServiceNow and Salesforce could be AI winners in the second half.
The AI Trade Nobody Is Making Right Now -- and Why It Could Be 2026's Best Opportunity
Overview
Investors are still nervous about the software-as-a-service (SaaS) sector and the impact artificial intelligence (AI) will have on it. However, these beaten-down stocks could be the most underrated AI plays in the second half of this year and beyond.
Agentic AI is just starting to take off, and there is a large opportunity for software companies to begin playing a major role in this trend. Let's look at two of the best-positioned SaaS stocks for this right now.
Details
While Nvidia is the backbone of AI infrastructure, ServiceNow (NYSE: NOW) serves as the central nervous system of organizations' IT infrastructure. It monitors its customers' complete software stacks and is deeply integrated with their data and workflows. It's an ingrained, essential system that is highly unlikely to be disrupted by AI and more likely to serve as an integral part of the AI evolution that organizations are starting to embark on.
Source
Originally published at www.fool.com.
