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The software sector has entered a period of sharp volatility as investors grapple with a critical question: is the recent selloff a panic-driven overreaction, or the early stages of a deeper repricing as AI reshapes he Software-as-a-Service model?
Watch the webinar replay of Nuveen's investment experts as they cut through the noise and examine what's happening beneath the surface of AI - as AI agents commoditize code, weaken UI lock-in, and intensify competition with implications across equity and credit markets.
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