A bifurcation between software stocks and the benchmark S&P 500 suggests deals abound for opportunistic investors.
2mon
Why Wall Street analysts see the tech-sell-off as overblown, and fueled by 'fear, not fundamentals'
Tech stocks are trading lower as investors assess whether AI could upend current software leadership. Analysts say the market reaction is overblown.
Easing tensions in the Middle East have led to renewed interest in risk assets, including software companies.
U.S. stock indexes fell on Thursday on a renewed selloff in software and technology shares, while strong labor market data tempered expectations for a central bank rate cut. Fears of AI disruption ...
Although the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have soared, the iShares Expanded Tech-Software Sector ETF recently plunged 32% from its all-time high. Potentially overblown ...
Quantum computing is no longer a physics experiment. Google’s Willow chip, IBM’s quantum roadmap expansion, and IonQ’s ...
Cloudflare (NET) fell 26% from November highs. Cloudflare forecasted 2026 sales of $2.79-2.80B versus analyst estimates of $2.74B. Cloudflare secured a $130M five-year contract and a $42.5M annual ...
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