BATS:IGV

Ishares Trust - Ishares Expanded Tech-software Sector Etf ETF News

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$100.20
-4.53 (-4.33%)
At Close: Jun 03, 2026
A closely followed iShares software ETF just had its best week in 25 years, as some believe the sentiment around AI may be changing — at least for now.
Dan Ives, Wedbush Securities, joins 'Power Lunch' to discuss what Ives learned from a recent trip abroad, the energy complex and much more.
The software corner of the tech trade has been battered over fears that AI will turn many companies obsolete. That changed recently as software rallied alongside the recent of the market.
Panelists at the Semafor World Economy conference said artificial intelligence can supplement the work that's already done, improving its quantity and quality.
Is the software sector really getting disrupted?
The IGV ETF surged 4.9% Monday - its best session since April 2025. Oracle drove 90 basis points of that move single-handedly, accounting for a fifth of the entire sector's gain.
The iShares software ETF hit its lowest point since 2023 on Friday. Investors have been spooked by the prospect that AI will disrupt traditional enterprise software.
Oil crashed 13% weekly on Iran ceasefire hopes before tensions reignited. Inflation spiked, gas prices surged, and U.S. consumer confidence hit a record low as markets rallied.
Software stocks are trading at historically low valuations due to AI-driven fears, creating a compelling contrarian buying opportunity. AI models like Anthropic's Claude Mythos have heightened concern
Software stocks plunged Thursday as investors grappled with the implications of increasingly capable AI models.
Software-as-a-service stocks powered portfolios for a decade on predictable revenue and fat margins. Then AI arrived. Tools that write code, design interfaces, and automate workflows triggered the so-
Top insights from the latest market news from Thursday, April 9, from The Motley Fool analysts on Team Rule Breakers and Team Hidden Gems.
IGV and other software ETFs could rally as easing US-Iran tensions lift supply chains, revive spending, and position tech for a rebound in April.

IGV: We Could See A Near-Term Capitulation

11:23am, Wednesday, 01'st Apr 2026
IGV is down 35% peak-to-trough from its October 2025 high, with EV/sales fwd at 3.6x from 4.9x since the start of 2026, below decade lows. SaaSpocalypse fears have sparked indiscriminate selling, maki
I am shifting capital allocation toward scarcity-driven assets like energy, metals, infrastructure, and defense, as the abundance trade in software faces structural disruption from AI. My TOLL framewo
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