BofA analysts have identified information services companies positioned to benefit from AI advances despite broader market concerns. The sector's premium has evaporated over six months as the Nasdaq Composite fell more than 5% since late January, with tech giants Microsoft and Amazon dropping 17% and 18% respectively.

Analysts Curtis Nagle and Wahid Amin outlined criteria for companies with minimal disruption risk: proprietary data, regulatory barriers, high switching costs, and accuracy requirements. S&P Global, Moody's, and Fair Isaac Corporation meet these standards according to the report.

Other favorable themes include increased dealmaking, share buybacks, energy transformation, and AI infrastructure development. BofA views these factors as creating "attractive" valuations for the sector amid recent market turbulence, with potential earnings revisions this year.