Infrastructure Software is 'Place to Be' Amid AI Trade, Says Fatima Boolani

Citi analyst Fatima Boolani suggests that investors should prioritize infrastructure software companies over consumer-facing applications during the current market volatility surrounding artificial intelligence. She argues that businesses providing the essential back-end architecture for AI development offer more stable financial returns than those focused on end-user products. This perspective highlights a strategic shift among institutional investors who are increasingly valuing the foundational tools that support AI growth over speculative, high-growth consumer software applications.