BofA On IT: AI Optimism Builds, But Productivity Gains Remain Gradual

As previously highlighted by BofAs European software team in its report "Gen AI will kill SaaS" narrative: growth shock priced in, the bearish thesis on software now rests on three pillars.

Feb 4, 2026 - 23:30
 0
BofA On IT: AI Optimism Builds, But Productivity Gains Remain Gradual
As previously highlighted by BofAs European software team in its report "Gen AI will kill SaaS" narrative: growth shock priced in, the bearish thesis on software now rests on three pillars.

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