Software stocks have entered a bear market due to concerns that artificial intelligence will disrupt the industry. Nvidia CEO Jensen Huang says the current pressure on software stocks is "the most ill

Microsoft's $625 Billion AI Flywheel

02:30am, Sunday, 08'th Feb 2026
Microsoft's commercial RPO reached $625 billion, up 110% YoY, with roughly $156 billion converting within 12 months. Azure and other cloud services revenue grew 39% YoY, driving Microsoft Cloud's topl
Major software giants lost $1 trillion in a historic market rout, sending chills across tech industry. AI unicorn founders believe valuations will normalize.
Major indexes are only modestly off their highs, but many individual stocks are down 20% to 50%—a disconnect that's created fertile ground for selective ‘buy the dip' strategies.”
Software stocks have gotten creamed over the past week, primarily due to the release of Anthropic's Claude Cowork agentic AI tool. The iShares Expanded Tech-Software Sector exchange-traded fund is now

There's a Rout in Tech Stocks. What's Going On?

02:18pm, Saturday, 07'th Feb 2026
Investor concerns about the impact of AI are growing.
Explore how QLD's tech-heavy approach stacks up against SSO's broader diversification for leveraged ETF investors.
Explore how sector focus and dividend strategy set these two leading ETFs apart for investors seeking income or growth.

The Best Stocks to Invest $5,000 in Right Now

11:45am, Saturday, 07'th Feb 2026
Nvidia and Broadcom are each vying for AI computing unit market share. Taiwan Semiconductor fabricates most chips used in AI.
Artificial intelligence (AI) holds immense potential to reshape industries, from automating tasks to generating new insights. Yet, despite this promise, only a handful of companies have turned AI depl
Big Tech's AI narrative dominated market attention this week as five mega-cap companies reinforced their commitment to artificial intelligence infrastructure, though investor reaction has been decided
Microsoft is seeing strong cloud computing and Copilot growth. Meta Platforms has been using artificial intelligence (AI) to drive ad growth.
Weekly Market HighlightsMarket breadth was slightly positive on the week, with 4,831 advancers versus 4,694 decliners.Returns were highly skewed, with 491 stoc
Investors can take a breather and assess whether there are opportunities to buy some beaten-down software stocks, after what some analysts believe was “indiscriminate” selling.
Microsoft and American Express are both highly profitable companies with plenty of room to grow. Their yields are modest, but they have been increasing over the years.
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