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Concentrated selling is hammering a thin slice of speculative software names even as the broader market climbs higher, and the divergence raises a pointed question about how much real support sits underneath these stocks when no news is doing the work.

There were obvious winners amid Monday’s AI selloff. A modest majority of S&P 500 stocks were actually positive despite the index’s 0.8% drop. The Dow Jones Industrial Average was down 261 points, or 0.

Software's biggest winners are selling off hard today while the broader tech index barely flinches, and the disconnect between those two moves reveals something traders need to understand before Snowflake's report hits after the close.

Palantir just landed a U.S. Army production contract for next-generation AI targeting systems, yet the stock is sinking anyway. The reason has nothing to do with the company and everything to do with which basket Wall Street keeps it in.

CrowdStrike just announced a landmark partnership milestone from its own conference stage, yet the stock is cratering anyway. The reason behind the selloff has nothing to do with the company's business, and everything to do with a market force now hitting software stocks harder than anything else in tech.

Palantir just staged one of the sharpest recoveries in enterprise software, but the stock still sits below where the year began and trades at a valuation that makes most analysts nervous. The math on what to do next is trickier than it looks.

A soft third-quarter profit outlook is overshadowing an otherwise clean beat at Zoom Communications (NASDAQ:ZM), sending the video collaboration name lower even as the broader software tape barely moves. Zoom stock is down 6% to $95.08 Wednesday morning after the company delivered a Q2 FY2027 double beat, raised its full-year outlook, and then guided Q3 ... Zoom Falls 6% as Soft Q3 Profit Guidance Overshadows a Double Beat; HubSpot and Monday.com Slip

Intuit just handed Wall Street something rare: guidance so cautious it sparked fears that AI disruption has moved from theory to measurable damage, pulling Adobe, ServiceNow, and the entire enterprise software sector into the fallout.

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

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.

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 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 0.9%, 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

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.

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.

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.

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.

Fortinet, Amprius Technologies, and AppLovin are showing bearish technical signals, including MACD reversals and RSI weakness, despite strong recent gains.

Investing.com -- The broader software complex experienced widespread declines on Friday as fragile investor confidence gave way to a wave of sympathetic selling across the sector. The turn lower continued to arrest a month-long recovery fueled in part by strong corporate results and forward guidance from Snowflake. The shift in capital allocation reflects a market that remains deeply hypersensitive to any perceived headwind within the enterprise technology layer. Rather than treating recent oper

The PHLX Semiconductor Index, or SOX, was up 6.5%, which would be its best one-day performance since May 12, 2025, according to Dow Jones Market Data. The move underscores how successful traders have been chasing momentum in the red-hot chip sector.

The Nasdaq tumbled shortly after the market opened, and software stocks may be to blame. The Dow was down 408 points, or 0.8%. A big reason for the Nasdaq’s decline was a 4% slide in the iShares Expanded Tech-Software Sector ETF.

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

Enterprise software providers have reached a major hurdle with AI, but this could mean a buy opportunity for investors willing to take on risk.