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The Nasdaq composite might not be at its healthiest but it's outshining the other major indexes at the moment. Where we've found relative strength is in the software sector lately. The idea that a subscription that made use of AI agents could replace many of the software subscription models was a real fear.
Bitcoin remains well-positioned to target the $125,000 area by early 2027, technical analysis shows.
Anthropic's CEO just handed enterprise software names an unexpected lifeline while hammering AI hardware stocks, and the split inside technology this Monday morning signals something bigger than a single day's rotation.
Adobe beat estimates and raised its full-year outlook, yet the stock still stumbled out of the gate Friday morning. A soft Q4 guide and a simultaneous CEO and CFO transition are now weighing on a franchise already down 30% for the year.
Investors yanked $700 million from the top software ETF in a single session, and within hours a major earnings report threatened to make that timing look catastrophic. Whether the selloff was a blunder or a bullet dodged depends on a deeper AI disruption debate that has kept the fund negative all year.
The modern stock market has effectively ceased to function as a venue for individual security selection. Investing being business as usual? No ma’am, not in the least bit. This is a whole new world. One that requires a different mentality before we can even begin to operate successfully in it....
Chip stocks are standing out in what's shaping up to be a weak day on Wall Street. The Nasdaq has joined the other major indexes in trading lower after the jobs report as semiconductor stock gains weren't enough to offset broader weakness. The downturn came after news that the U.S. economy added more than double the jobs expected in August, fueling a brief spike in already high Treasury yields.
It has lagged software peers on the ratio chart against the IGV ETF since July, which marked the conclusion of a nice uptrend dating to March. Nebius recorded a bullish engulfing candle on Wednesday at $200. Note the doji the day prior, as well as on Aug. 24 and Aug. 26, suggesting selling pressure is abating and the stock could be bottoming.
Software stocks just posted their second-best month since 2002 as chip stocks only held on to small gains.
The Dow is on track to end the month higher, and one stock is behind more than half of August's point gain. Salesforce alone contributed roughly 459 points to that monthly rise, according to Dow Jones Market Data. The August rise brings the Dow into its fifth straight month of gains.
Software stocks broke out last week as Salesforce, ServiceNow, CrowdStrike, Palantir, and Adobe earnings showed AI is boosting, not eroding, demand and easing "SaaSpocalypse" fears.
The software industry is no longer unified.
The benchmark software ETF now above water for the year after Salesforce’s solid earnings. Salesforce is turning itself into a force because of its partnership with Anthropic.
Salesforce will report second-quarter earnings on Wednesday afternoon amid the most uncertainty it has faced since its earliest days. Wall Street analysts are projecting $3.27 in adjusted earnings per share, rising from $2.91 a year ago. Beginning last year, investors began selling off enterprise software stocks on the idea that much of what they do will be replaced by AI agents that can write software code and execute complex series of tasks from simple conversational commands.
ServiceNow has surged nearly 30% in a single month and left the broader software sector in the dust, but Wall Street's price targets and a quietly sobering Q3 forecast reveal just how much the stock still needs to prove before bulls can claim victory.
Synopsys has notably underperformed the broader market over the past year, but analysts are highly optimistic about the stock’s prospects.
Sector ETF report for IGV
Three software stocks entered 2026 chasing the same customers, but by mid-year the scoreboard looks nothing like a sector story, and the reason one name pulled ahead points to a fault line most investors missed.
The rest of tech just helped the Nasdaq overcome a chip stock slump. The tech-heavy Nasdaq Composite index was back up 0.6% after turning lower earlier in the session. The Dow Jones Industrial Average was up 422 points, or 0.8%.
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