$Unity Software(U.US) rose by more than six points, $Accenture(ACN.US) and $Cadence Design(CDNS.US) both rose by around four points. Game engines, IT consulting, and EDA tools usually have very different rhythms, but on days of software revaluation, they all move together in a batch 😀 This overall rise isn't about individual stock fundamentals, but rather which major asset class capital is flowing into.
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