Stephanie Walter and Morningstar Wealth's Luke Yang discuss how debates of slowing down AI impact the software space. Luke believes AI adoption on an enterprise level remains in the early stages, offering time for companies to improve AI usage and safety. He offers a bull case for Intuit (INTU). As for headwinds, Stephanie points to AI model connectivity and efficiency as something to watch. When it comes to tailwinds, she says software as a whole serves as the foundation for AI improvements.