AI Business
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Apollo's Sambur says software's AI troubles will persist, noting the 'very large unknowns'
CNBC TechnologyMar 20, 2026
AI Summary
Apollo's Sambur warns that the challenges facing AI software will continue, highlighting significant uncertainties in the sector. Despite a recent rebound in the IGV Software ETF, he suggests that the outlook for AI software companies may deteriorate further, indicating potential risks for investors.
While Wall Street may be encouraged by the recent rebound in the IGV Software ETF, Apollo's Sambur believe the story will get worse.
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