Oracle just broke through a key technical floor while S&P Global questions whether its massive AI bet will swallow the company whole. What happens next could separate a generational buying opportunity from a debt-fueled collapse.
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Salesforce stock was downgraded late Wednesday by an analyst at KeyBanc who admitted he might be doing it “at exactly the wrong time.” Salesforce has fallen 37% this year and the iShares Expanded Tech-Software Sector ETF is down 13% amid fears about the disruption caused by artificial intelligence. More than 70% of analysts covering Salesforce stock think it’s a Buy, with an average price target of $241.08, implying a 45% jump from Wednesday’s closing price of $166.58.
Artificial Intelligence (AI) is probably the hottest financial sector right now, based on expectation and anticipation. The expectations are over its far-reaching productivity boosting capabilities to generate huge profits in practically every industrial sector that uses computers, and the anticipation is over AI’s commercial realization timing. The AI fervor is one of the biggest ... Apollo Sounds the Alarm: AI Profits Are a No-Show Outside Tech, and AI-Heavy ETFs Could Pay the Price
The iShares Expanded Tech-Software Sector ETF (BATS:IGV) is down 10.5% year to date while the S&P 500 is up 10.8% and the Technology Select Sector SPDR is up 26%. That gap reflects the market pricing software as if the AI thesis has turned against it. Own IGV and you are betting the “SaaSpocalypse” narrative, that ... AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown
The software sector is enjoying a rebound and Wall Street analysts have rarely ever been as bullish on Oracle as they are now.
Guggenheim analyst John DiFucci says now is the time for Wall Street to take advantage of the deep software selloff.
Microsoft stock is having a terrible year but it’s starting to get a boost for an unlikely reason. The shares started the second half of the year well, rising 3% Wednesday and pointing higher again in premarket trading Thursday. The iShares Expanded Tech-Software exchange-traded fund, has climbed for four consecutive days through Wednesday–and was pointing higher again ahead of the open Thursday.
Guggenheim analyst John DiFucci says now is the time for Wall Street to take advantage of the deep software selloff.
It might be time to revisit software stocks, according to Guggenheim. The iShares Expanded Tech-Software Sector ETF is up 3.3% after Guggenheim analysts said investors should reconsider the unloved area of the AI trade. The analysts pushed back on the “fatal AI bear case” that tanked software stocks earlier in the year, leaving roughly 80% of software stocks trading below their intrinsic value.
Stocks were rallying off their early lows in the first hour of July trading. The Dow was up 100 points, or 0.2%, and gaining steam. The S&P 500 was back near breakeven. The Nasdaq was down 0.3%. The Dow closed at a record on Tuesday, so any move higher would be a fresh milestone.
JFrog and Qualys are outperforming the broader software sector as bullish technical patterns suggest both stocks could continue leading into the second half of 2026.
The iShares Expanded Tech-Software Sector ETF (NASDAQ:IGV) closed Friday at $88.20, down 16.5% year to date and 18.9% over the past year, despite the broader AI trade still drawing capital. IGV’s slide accelerated this month after top holding Oracle posted its worst week since the 2001 dot-com bust, dropping 19.4% in five sessions on debt ... IGV Investors: Watch Oracle’s Free Cash Flow as the Real Test of AI Capex Economics
The numbers behind the artificial intelligence boom have stopped feeling abstract. AI capital spending is now propping up large portions of U.S. economic growth, hyperscalers are signing multi-year power contracts, and a handful of chipmakers have added trillions in market value while you watched from the sidelines. If that sounds painfully familiar, four exchange traded ... AI Just Minted $10 Trillion and You Own None of It. These 4 ETFs Put You in the Game
The software sector is an important part of the market. But while it's headed down, here's how to capitalize.
Michael Burry has questioned SpaceX’s valuation, but the famed investor believes the cost to short SPCX is too high. Instead, he is buying these three stocks.