AI Is Splitting Software Into Winners and Losers, Citi’s Tyler Radke Says

Citi analyst Tyler Radke argues that AI is dividing the software sector into clear winners and losers. The piece notes Salesforce's agreement to acquire Braze at $47.50 per share as an example of consolidation. There is no direct crypto angle, so the story is unlikely to move digital-asset prices, though it reflects broader AI-driven equity rotation that traders sometimes watch as a risk-sentiment gauge.