4 steps to find winning software stocks with Ben Arnold

<p>What if AI turns out to be less “bubble vs boom” and more a stress test for who can actually turn $660 billion of capex into revenue?</p><br><p>Ben Arnold, Investment Director, Global Equities at Schroders shares the framework his team is using to judge the AI spend and why 2026 is a reminder that your opportunity set is much bigger than the Mag 7.</p><br><p><strong>In this episode:</strong></p><p><em>00:00:00 Investing Beyond The Mag Seven</em></p><p><em>00:03:34 AI Spending: Boom Or Bubble?</em></p><p><em>00:10:01 Why This Isn’t Another Dotcom</em></p><p><em>00:19:32 …