Market news

Agentic AI tools are shifting software pricing models from per-seat to consumption-based, increasing billable usage and benefiting certain vendors. Read what investors need to know.

Software stocks bounced back from their AI-driven sell-off, while chip stocks cooled after a massive first-half run.

ServiceNow shares trade higher after Accenture beats fourth-quarter estimates and forecasts fiscal 2027 revenue above analyst expectations.

Cooler-than-expected PCE inflation eased Fed rate fears, lifting software stocks as IGV gained while semiconductor ETF SOXX lagged.

Cybersecurity stocks are rallying on AI security fears, beating the shaky software sector despite rich valuations.

IGV's sharp rebound signals the SaaSpocalypse is almost over, as AI adoption and strong software earnings revive the sector's recovery.

SOXX’s AI-driven valuation premium looks excessive vs IGV and SPY/QQQ.

The factors that made software stocks a laggard before could make them leaders today.

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.

August was a good month for tech stocks, particularly these software giants.

I’m opening small positions in these names that are turning the software sector on its head.

Read this comparison of top AI software vs. semiconductor stocks—NVDA, MSFT, PLTR, CRWD, AVGO, AMD, MU & CRM—to know their valuations, risks, and catalysts.

There are always hidden gems to discover in the ETF space — even those that have been around for ages.

IGV’s rebound is reshaping a relationship it held with bitcoin for years, but history suggests bitcoin could still catch up.

Is is time to cash in the chips and sell semiconductor stocks?

Palantir extends post-earnings gains on strong Q2 results and bullish analyst price targets. Read key technicals and price action.

Figma (FIG) and Klaviyo (KVYO) sink despite Q2 beats as software stocks slide.

Palantir’s blowout Q2 and strong guidance lift iShares Expanded Tech-Software Sector ETF and software stocks. Click for a look at the sector and where it is headed.

Oracle stock rose nearly 6% after expanding its Google Cloud partnership to integrate Gemini AI models into its software suites.

Palantir (PLTR) stock rises premarket ahead of Q2 earnings while facing new NHS contract scrutiny over its data platform.

Investors are already starting to show concerns about AI spending, and these stocks are seeing the benefit.

Oracle stock trades higher amid tech rally and expanded Google Cloud AI partnership. See key technical levels and Wall Street forecasts.

Investors are increasingly nervous about the sustainability of the artificial intelligence infrastructure spending boom.

ServiceNow stock jumps 8% despite tech sector weakness. Here’s why Wall Street analysts are raising NOW price targets.

Oracle wins a nearly $7 billion 10-year Pentagon software contract, expanding its defense presence and streamlining U.S. government procurement.

Oracle (NYSE: ORCL) stock fell on Wednesday as traders highlighted massive data center cost overruns, credit default risk, and heavy exposure to OpenAI.

Software stocks have had a tough time lately. That could leave some high-profile names primed for a rebound, according to Morgan Stanley.