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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 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.

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.

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.

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.

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.

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.

For this software ETF, past discounts have often come with a steep price of admission before any rebound.

The IGV exchange-traded fund has delivered the same returns as the S&P 500 over the last 10 years, reversing years of outperformance.

Salesforce may be cannibalizing its own business through Agentforce, but the potential of its dominance in AI agents is huge.

Palo Alto Networks, a Barron’s stock pick, dropped after earnings—a rare occurrence recently. The cybersecurity software stock, which we recommended in late April on the basis that it would weather the artificial intelligence storm, dropped 5.6% Wednesday. Palo Alto, too, is seeing some profit-taking.

Just two months ago, software stocks were one of the market’s biggest disappointments. Today, they are among its strongest performers. Speaking on CNBC’s Options Action, options reporter Oliver Renick highlighted the dramatic reversal underway across the software sector, noting that the group has gone from a steep early-year selloff to positive returns for 2026. “Software is officially ... Software Rallies 40% From April Lows as CrowdStrike Earnings Loom

Investing.com -- The iShares Expanded Tech-Software Sector ETF saw retail investors pour in a record $46 million on Monday.

‘This is actually an incredible time to be a software company,’ Nvidia CEO Jensen Huang said on Monday.

MongoDB stock rises after the software company reported better-than-expected earnings and raised its full-fiscal year profit outlook.

Snowflake stock jumped after a better than expected quarter driven by accelerating enterprise AI demand.

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

Investing.com -- Technology stocks attracted significant hedge fund buying last week, marking the fastest pace of purchases in nearly three months, Goldman Sachs Prime Brokerage reported.

ServiceNow stock jumped along with the software sector which has rebounded in recent sessions.

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

Analysts reiterate Buy ratings on Twilio stock after the software company reports better-than-expected earnings and revenue.

Investors appear to be treating any results that aren’t perfect as a confirmation of their worst fears about AI disruption.