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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.
BlackBerry and Mobileye are surging together while their closest hardware peer sits frozen, and that split tells you something important about who is actually buying and why.
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.
A wave of worry among top executives about the speed of artificial intelligence development had Wall Street selling shares of chip firms and buying software stocks. The Nasdaq Composite fell 0.6%. The selling was mostly limited to stocks tied to the AI trade, after Anthropic’s Dario Amodei pushed for top AI upstarts to work together on setting guardrails on development.
A sharp split between software and large-cap tech is driving unusual gains across enterprise AI names today, and the reason behind it traces back to a weekend argument among the world's top AI researchers.
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.
Salesforce just posted a blowout quarter and rocketed while the rest of enterprise software slid, but a closer look at what actually drove the earnings beat raises questions every CRM shareholder needs to answer before Dreamforce next week.
Citi just slapped a Buy rating on UiPath with a target nearly 70% above the current price, yet shares keep falling. Here is what the bull and bear camps are fighting over ahead of a high-stakes investor day that could flip the narrative.
Braze beat revenue estimates and raised its full-year outlook, yet its stock cratered while every peer in the sector held firm. One line in the earnings guide explains why investors are selling a growth story that looked strong on almost every other measure.
Wall Street just raised price targets on UiPath across the board after a strong earnings beat, yet not a single analyst upgraded the stock. Here is why four simultaneous target hikes are actually a bearish signal for automation software investors.
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.
Michael Burry just renewed his short case against Palantir, and Palantir answered with a major alliance announcement that sent the stock surging. Whether that response actually addresses the receivables quality problem Burry flagged is a different question entirely.
Silver Lake wants Workday, but Workday just fired back with $4 billion and a packed calendar of public commitments. Jim Cramer says the company is fighting its own takeover, and the five-year chart reveals what investors are actually betting on.
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.
<p>For most of 2026, one trade beat everything: semiconductors. Chip ETFs soared while software funds were left for dead. Then, over the past month, the script flipped. Software stocks staged one of the sharpest rotations in years while chip stocks rolled over, wiping roughly $1.1 trillion off the group. Suddenly, software ETFs are beating semiconductors. Here's why the rotation is happening, and how the top funds on each side stack up.</p>
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.
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