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Software Giants vs Commodity Risks | Business and Finance News
Description
Software’s on fire—companies are raking in nearly 40% returns, crushing the S&P 500. But AI’s looming shadow could make some tools feel less special. Two standouts? HubSpot, growing revenue 20% yearly with sticky contracts, and Atlassian, born from credit cards, booming at 22% with relentless team collaboration tools. Meanwhile, PubMatic’s slipping—customers are fleeing, sales costs are climbing, cash flow’s under threat. The sector’s hot, but pick your plays wisely.
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