IGV rallied hard off the February low, but that move ran straight into major resistance near 88 — a key Fibonacci retracement ...

AI advances trigger software selloffs as infrastructure software trades at 11x sales, offering a mispriced buy opportunity.

Fears about artificial intelligence (AI) seem to have led to overselling in these stocks.

Software stocks got hammered in 2025 and early 2026 because of AI disruption fears. However, as legitimate as the concern may be, the corresponding sell-off was driven by emotions. The depth of the ...

While Nvidia's latest results were deemed 'phenomenal,' a massive shift in trading flows has sent software stocks rising as investors ditch AI chip names Shares of software companies like Salesforce ...

Investors are punishing the cloud hyperscalers over rising infrastructure budgets. Some SaaS businesses are trading at valuations that appear unsustainable. AI models from Anthropic and OpenAI are ...

Could a long-awaited software revival finally be materializing? On Thursday, the market saw one of the largest shifts out of chip stocks and into software names in recent history. Wednesday’s beat-and ...