$100.20
-4.53 (-4.33%)
At Close: Jun 03, 2026
AI companies are rationing compute. That's a boon for traditional software, one analyst says.
07:00am, Saturday, 18'th Apr 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: AI buildout not seeing any cracks in demand
05:26pm, Friday, 17'th Apr 2026
Dan Ives, Wedbush Securities, joins 'Power Lunch' to discuss what Ives learned from a recent trip abroad, the energy complex and much more.
Options Corner: IGV ETF Amid Cooling SaaS-pocalypse
11:20am, Friday, 17'th Apr 2026
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.
CEOs are betting AI will augment work rather than displace all workers
11:17am, Tuesday, 14'th Apr 2026
Panelists at the Semafor World Economy conference said artificial intelligence can supplement the work that's already done, improving its quantity and quality.
Anthropic Has Wiped Out Trillions From the Software Sector. 2 Things Can Happen Next
10:00am, Tuesday, 14'th Apr 2026
Is the software sector really getting disrupted?
Software Stocks Were Called Dead – They Just Had Their Best Day In A Year
03:28pm, Monday, 13'th Apr 2026
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.
Did Goldman Sachs Just Declare Open Season On Software Stocks?
12:45pm, Monday, 13'th Apr 2026
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.
Crude Dips On Trump's Ceasefire, But Inflation Triggers A Consumer Shock: This Week On Wall Street
04:00pm, Friday, 10'th Apr 2026
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.
The Market Is Wrong About Claude Mythos: Buy Software, Buy It All
02:27pm, Friday, 10'th Apr 2026
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
Anthropic's Latest AI Model Sends a Shockwave Through Software Stocks
06:26pm, Thursday, 09'th Apr 2026
Software stocks plunged Thursday as investors grappled with the implications of increasingly capable AI models.
The SaaS-Pocalypse’s Biggest Losers: Figma, Duolingo, and Monday.com Suffer Brutal Meltdowns
11:22am, Thursday, 09'th Apr 2026
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-
Stock Market Today (LIVE): Futures Retreat as Ceasefire Shows Early Strain While Fed's Key Inflation Reading Looms
09:31am, Thursday, 09'th Apr 2026
Top insights from the latest market news from Thursday, April 9, from The Motley Fool analysts on Team Rule Breakers and Team Hidden Gems.
Top Software-Focused Tech ETFs to Buy in April as Peace Hope Rises
11:26am, Wednesday, 01'st Apr 2026
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
The Old Market Playbook Is Breaking - This Is The Strategy I'm Betting On
07:30am, Wednesday, 01'st Apr 2026
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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