The AI boom is transforming nearly every corner of the market, but software – once the engine of tech growth – is struggling to keep pace, underperforming chip and hardware stocks by nearly 30 points year to date. However, the market may be missing a bigger picture, says Enterprise Software Analyst Gregg Moskowitz. Is software truly at risk? And which companies will emerge as winners, and which will be left behind? Read our latest Insights to learn how AI is reshaping the sector.

The U.S. health insurance market faces disruption as enhanced premium tax credits (eAPTCs) expire in 2025. Millions may see higher premiums, reduced coverage, and economic strain. Ann Hynes, Senior US Healthcare Equity Research Analyst, analyzes the impact of eAPTCs, the political challenges to their extension, and forecasts economic and healthcare disruptions if they expire.