Rotation from AI infrastructure to software expected later in year, says Jeffries' Bren Thill Posted on August 19, 2024 By Viral Trending News Topics Team Spread the loveCNBC TelevisionMon, August 19, 2024 3:33pmURL:Embed:Brent Thill, Jeffries analyst, joins CNBC’s ‘Squawk on the Street’ to discuss the fate of the tech rotation, how to position, and more. Software