ソース:[1] Wells Fargo launches software coverage, highlights AI shift as inflection point (https://finance.yahoo.com/news/wells-fargo-la ...)[2] JPMorgan Analysts See AI Boom Driving Growth for Cloud Infrastructure Players - Bloomberg (https://www.bloomberg.com/news/articles/2025- ...)[3] Software Stocks Suffer on Fears of AI Disruption - YouTube (https://vertexaisearch.cloud.google.com/groun ...)