The Macro Economy's Growing Influence on the Software Industry There's a lot of hype around concepts like big data and the software-as-a-service model, says John DiFucci of J.P. Morgan, but they shouldn't be ignored. Related Articles Premium Hedge Funds Miss 2025’s Biggest Stock Surges Stephen Taub IWIN: A Win-Win for the Insurance Investment Industry Podcast- Inverting Risk and Capturing the Spread: Merger Arbitrage Explained Sponsored by Fidelity Investments