Fatima Balani

Fatima Balani, Co-head of the U.S. software equity research team at Citi, shares insights on the current state of enterprise IT budgets, which are currently below historic levels. She highlights trends in AI spending, emphasizing its growing share, but notes the challenges in adoption. Cybersecurity remains a top priority for companies facing expanding risks. Balani suggests Rubrik as a top software pick for data integrity and recovery, showcasing her expertise in navigating the software stock landscape in a changing market.