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Goldman Sachs Warns AI Disrupts Software Sector
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Goldman Sachs published a report on Mar. 24, 2026, saying agentic AI could disrupt some software companies but expand the overall market, and urged investors to adopt a selective approach. Analysts including Gabriela Borges and Ben Snider said legacy vendors can remain competitive by proving AI-driven restructuring and technical capability, while AI-native firms may capture new growth, so investors should focus on adaptable companies.
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High industry relevance and credible Goldman Sachs sourcing, offset by limited novelty and moderate depth.
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