Software stocks are gaining as investor concerns over AI return on investment and the “DeepSeek 2.0” scare begin to fade. Steve Hou says the sector is leading e

Software stocks are gaining as investor concerns over AI return on investment and the “DeepSeek 2.0” scare begin to fade. Steve Hou says the sector is leading earnings inflectors higher, as some companies prioritize capacity expansion over buybacks or dividends.