CNBC reports that a fund manager is focusing on stocks with steady earnings growth outside the most crowded AI names. The approach emphasizes recurring revenue, pricing power, balance sheet strength, and visible cash flows. Investors are watching the Federal Reserve's rate path and enterprise procurement trends that favor projects with clear payback. Sectors positioned for earnings driven growth include industrial software, logistics, payments, and select consumer and healthcare services. Founders can align with this shift by improving sales payback, net revenue retention, gross margin quality, and cash conversion. Co selling with integrators, reducing implementation friction, and strengthening compliance can shorten sales cycles and support durable revenue.
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