Updated

A new ranking of software companies by cash generation placed Adobe at the top, while sector heavyweights Microsoft and Oracle ranked near the bottom, as investors reassess which software stocks are best positioned to benefit from a rapidly evolving AI landscape. The analysis highlights diverging cash-flow profiles among major software players amid heavy AI-related capital spending. The findings suggest that despite Microsoft and Oracle's prominent roles in AI infrastructure, their cash generation metrics lag peers like Adobe, a nuance that could inform investor positioning within the software sector.