Kevin McVeigh, managing director at UBS, joins BNN Bloomberg to share his Hot Picks in software. Software stocks have rebounded, but select companies could still offer upside as investors better understand the competitive implications of artificial intelligence.BNN Bloomberg spoke with Kevin McVeigh, managing director at UBS, about valuations across the sector and his investment cases for Constellation Software, SS&C Technologies and Thomson Reuters.Key TakeawaysSoftware valuations continue to imply substantially lower long-term growth than their historical rates despite the sector’s recent rebound. Mission-critical products, high switching costs and fragmented proprietary data could help established software providers withstand competition from large language…