Lloyd Financial Group President and CEO Luke Lloyd remains bullish on software, arguing the sector offers discounted valuations and strong earnings growth while AI will not replace software. He discusses Palantir (PLTR), Fortinet (FTNT), Guidewire (GWRE), HubSpot (HUBS) and Adobe (ADBE), and says lower interest rates could drive more money into undervalued software stocks. Lloyd also sees the hotter CPI and PPI readings as tied to an energy shock that could slow growth, ultimately putting downward pressure on rates. He views the current market pullback as a buying opportunity and expects a bullish backdrop for stocks following the midterm elections.
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