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The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.4% and the actively trad

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.3% and the actively trad

Palantir‘s (NASDAQ:PLTR) stock is ripping higher early Tuesday, with Palantir shares up 16% to $145.50 after the company posted a blowout Q2 2026 and raised its full-year outlook. The rally follows Monday’s after-close earnings release, and it hasn’t spread to peer agentic-AI names. The bounce comes off a rough stretch. Palantir stock was down 29% ... Palantir Rockets 16% After Q2 Blowout; C3.ai, UiPath Sit Out the Rally

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.5%, and the actively tra

Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2%, and the actively tra

The tech sector was leading today’s stock market bounce back, and chip stocks were a standout group. Tech was the top performing sector in the S&P 500 by a large margin. The State Street Technology Select Sector SPDR ETF was up 4.9%, while the next best performing sectors saw less than 1% in gains.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.7%, and the actively tra

Synopsys is using AI partnerships with Nvidia, AMD, Microsoft, and Intel to automate one of chip design’s biggest bottlenecks, strengthening its position at the center of the AI semiconductor ecosystem.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.1%, and the actively t

Most software companies are expected to show a slowing pace of sales growth over the next two years. Oracle and DigitalOcean are among the exceptions.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.02%, and the actively tr

Palantir is bouncing hard today while one of Wall Street's most famous short sellers still has a position against it. Elite fundamentals and a sky-high valuation are pulling this stock in opposite directions, and the next few weeks will reveal which side wins.

Enterprise software names are staging one of their sharpest single-day reversals of the year, and the catalyst has less to do with their own fundamentals than with what is happening in a completely different corner of the market.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.9%, and the actively tra

Chipmakers grabbed the spotlight during AI's first wave, but the real money in the next phase may flow somewhere most investors are not looking yet. Three ETFs targeting cloud, cybersecurity, and software could be quietly positioning for the biggest gains ahead.

A fund's name tells you its category, but rarely reveals the true shape of the portfolio inside.

Federal AI contracts are pouring into enterprise software order books, and two of the sector's most beaten-down stocks are suddenly surging. Whether today's rally marks a genuine turning point or a fleeting squeeze depends on details buried inside fresh earnings reports and a blockbuster government deal.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2%, and the actively tra

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.6%, and the actively t

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) retreated 0.4%, and the actively

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.4%, and the actively tra

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.5%, and the actively tra

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.7%, and the actively t

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.3%, and the actively t

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.1%, and the actively tra

BAI just erased weeks of gains in a single week, and two signals now stand between a continued AI rally and a much steeper unwind for the fund's semiconductor-heavy portfolio.

IBM just logged its worst single-session collapse in nearly four decades, and the shockwaves are already hitting Microsoft, ServiceNow, and the broader software sector in ways that raise an uncomfortable question about where enterprise spending is actually going.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.3%, and the actively tra

Hedgeye’s Felix Wang flipped Apple to a short position on July 9, citing moderating growth, margin pressure, and a rich valuation.