(https://www.marketwatch.com/story/these-software-stocks-are-in-a-prime-spot-to-benefit-from-a-rapidly-shifting-ai-landscape-bc90e45b?mod=mw_rss_topstories), and the ranking exposes a critical gap in how analysts measure software durability. Oracle and Microsoft dominate on absolute operating cash flow, but the narrative around "extraction" vs. commodity pressure requires re-examination.

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