July 13, 2026 04:01 AM GMT Software | North America Valuation Views 07/13/26 – Mixed Software Tape as AI Infrastructure Outperforms Software saw more muted performance last week (up 1.1% vs. S&P/Nasdaq +1.2%/+1.7%) as the AI trade favored semis/ networking over applications, cybersecurity weakened and rates pressured multiples. RPD (+20%), AKAM (+12%) and NET (+11%) led, while SABR (-12%), SAIL (-10%) and VIA (-7%) lagged. Assessing Software – Price Performance | | | | | Performance | | | 52 Week High | | | ...