Software stocks may be staging a comeback, the IGVETF, now up 11% in the past week,

as investors see some opportunity in the adoption of AI agents in the workplace.

Cloud Storage Company Box just announced a new agent at its annual Boxworks conference.

The shares are fractionally higher.

Deerja Bosa is live at the conference with Box CEO, Aaron Levy.

Welcome to both of you.

Dear John. Kelly, thank you very much, Aaron. Thanks for being with us, fresh off the stage.

Thanks for having me on. We appreciate that. As Kelly was talking about, we've really seen this

massive outperformance of software stocks over the last few months, and especially since Trump's victory.

Why do you think that is? And is it sustainable?

Well, probably two separate time periods there. First, I think we've just been in this wave of, you know, companies are investing more and more in AI to drive automation across their

enterprise. I think you're starting to see some signs of that play out, you know, within the

software landscape. You know, maybe a year or two ago, we've seen software spending, you know play out, you know, within the software landscape. You know, maybe a year or two

ago we've seen a software spending, you know, drop, you know, pretty precipitously. That's leveled off.

And I think you're seeing some signs of some positive direction. And then, you know, post-Trump victory,

I think there's some sense of, okay, we could have less regulation. That would be a boom in,

in various, you know, manufacturing sectors, energy, you know have less regulation. That would be a boom in various manufacturing sectors,

energy, you know, technology spending kind of tends to correspond to those booms. And so I think we're

seeing that sort of, you know, regulation overhang and some of the investment cycle overhang

begin to, you know, subside. We've seen some fall starts of the last few

years. Do you think that this time it's more sustainable then, given those two forces? I think we're

too early to talk about sustainability. But, you know, in general, so we're here at our customer

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