The CIO's Choices are Clear in 2026

Summary

The CIO's choices are clear in 2026. Across 87 public SaaS & platform companies, only Infrastructure & Dev Tools (+68.5% 1Y) & Security (+17.6% 1Y) are positive; the other three sectors are down. Category, not growth, separates winners from losers : the market buys the AI stack & sells the seat-priced application layer.

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