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Toast, a software technology company, is higher 10 of the last 13 weeks and has gained more than 50% over the last three months.

It seems the Nasdaq doesn’t need chips to rally, after all. After losing steam on a chip stock slide, the Nasdaq Composite was back up 0.4% on Wednesday. The S&P 500 was up 0.6%. The Dow Jones Industrial Average was up 333 points, or 0.

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

Rising Treasury yields are hitting quantum computing stocks from one direction while cooling AI sentiment hits from another, and the combination is triggering a selloff that exposes just how fragile the recent rally actually was.

Semiconductors are bleeding while software stocks quietly climb, and the gap between those two moves tells a story about how investors are repricing the entire AI trade right now.

A sharp selloff in AI hardware names sent money flooding into beaten-down enterprise software stocks Tuesday, lifting Monday.com, HubSpot, and Intuit sharply higher despite a broader tech retreat. The question is whether this rotation signals a genuine reassessment of software's durability or just a single-day trade in deeply wounded names.

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

ServiceNow has significantly underperformed the market, but analysts remain bullish, citing strong earnings growth and substantial upside to price targets.

The pair trade that saw investors go long chips and short software lit up the stock market for much of 2026. Now it’s on life support.

Shares of The Trade Desk (NASDAQ:TTD) are falling again on Monday afternoon, extending what has already been one of the worst runs in large-cap software this year. TTD stock is down 6% to $13.33, with the decline arriving on a session where no company-specific news, guidance change, or analyst action has been disclosed. The move ... The Trade Desk Falls 6%, AppLovin Slips as Demand-Side Ad Tech Keeps Breaking

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

The stock market’s early gains evaporated. The Nasdaq Composite was down 0.5% after opening higher. The S&P 500 was down 0.2%. The Dow Jones Industrial Average fell 110 points, or 0.2%. The market’s spill followed a sudden drop in chip stocks: The iShares Semiconductor ETF was down 1.

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

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

The Dow Jones Industrial Average was down 22 points, after rallying at the open. Optical networking and chip stocks were also rallying. Consumer discretionary, communication services, materials, energy, and health care were the laggards, while tech, real estate, and utilities were leading at the sector level.

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 up 0.2% and the actively trad

Software and chip stocks were stuck in a tug-of-war for the Nasdaq on Monday, and chips were winning. With the Nasdaq Composite down 0.4%, the iShares Semiconductor ETF was off 1.4%. On the flip side, the iShares Expanded Tech-Software Sector ETF was up 2.

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

Agentic AI software names are moving together this Friday afternoon, and the leaderboard looks like a mirror image of Monday’s session. Palantir (NASDAQ:PLTR) stock is surging 10% to $170.76 midday, while UiPath (NYSE:PATH) shares are climbing 7% to $14.93 and C3.ai (NYSE:AI) shares are rallying 5% to $10.43. The iShares Expanded Tech-Software Sector ETF (CBOE:IGV) ... Palantir Surges 10%, UiPath Rises 7%, C3.ai Gains 5% as Agentic AI Stocks Rally Together

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

Stock market leadership just flipped. The Nasdaq Composite rose 0.1% after opening lower. Driving the Nasdaq’s move was a sharp turnaround in chip stocks; the iShares Semiconductor ETF rallied 1.8% after opening sharply lower.

The software sector slumped on Thursday after quarterly results from Datadog, HubSpot, and Figma.

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

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