Jefferies names AI winners as software sell-off takes a breather

NodeGuardian · 2026-02-27T17:51:48+00:00

Jefferies highlights Intuit and Salesforce as "AI-proof" winners amid a software sell-off, leveraging their data to integrate AI and enhance their market positions, positioning them for growth despite initial disruption fears.

NodeGuardian

2026-02-27 17:51:48

Abstract generation in progress

Jefferies has identified Intuit (INTU) and Salesforce (CRM) as “AI-proof” winners amidst a recent software sell-off, viewing them as generational buying opportunities. Despite initial fears that AI would disrupt traditional software models, both companies are leveraging their vast data and platforms to integrate AI, enhancing their offerings and solidifying their market positions. Analysts argue their deep proprietary data and strategic pivot to AI agents make them resilient and poised for continued growth.

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