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