Zoom's Rebound Is Just Getting Started

2026-06-05 04:48:43 ET

Since the start of 2026, one of the major themes that has roiled the stock markets is how AI will eventually eat software (an inversion of the prior thesis that software would eat the world, which pushed investors to pile into software stocks since the post-COVID era). As the Q1 earnings season wears on, it's becoming more and more evident that this is far from the case, and while the semiconductor stocks might benefit from one-time demand as the capex cycle peaks in the next few years, software companies can reap the benefits of recurring revenue as the AI economic boom is unleashed....

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