Josh Brown now has just one software name in his 'best stocks' list
Invezz 05 May 2026
US software stocks have endured a brutal valuation reset in early 2026. Protracted inflation data and shifting interest rate expectations, especially amidst the Iran conflict, have severely compressed forward multiples, prompting investors to rotate out of high-beta cloud names ... ZM) ... Zoom concluded its fiscal 2026 with a staggering $7.8 billion in cash and marketable securities – against absolutely no long-term debt obligations ... ....

