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Software stocks can pick up the pace in the second half says Jefferies' Brent Thill

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Brent Thill, Jefferies tech research analyst, joins 'Squawk on the Street' to discuss whether the tech sector can continue its rally, how AI is dominating every boardroom discussion, and much more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g

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