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Dan Ives, Global Head of Technology Research at Wedbush Securities, says fears that AI will replace software are overblown, calling the selloff a major buying opportunity as AI spending and enterprise software demand accelerate.
Fears of AI taking away value in software caused stocks across the sector to plunge. As these stocks experience a new relief rally, Rick Ducat turns to the technical trends he sees in the iShares Expanded Tech-Software Sector ETF (IGV).
The 2026 'SaaS-pocalypse' triggered indiscriminate selloffs, but Intuit, Salesforce, Microsoft, Adobe, and Zeta Global present compelling recovery opportunities. AI disruption fears are overstated; Intuit, Zeta Global Holdings, and Microsoft leverage proprietary data moats, while Salesforce and Adobe adapt with hybrid and agentic models. INTU, CRM, and ZETA reported strong revenue growth, robust user metrics, and strategic AI integration, contradicting the market's pessimism.
Iran war volatility lifts oil and rattles stocks. But tech ETFs, powered by AI, cloud and cybersecurity demand, are emerging as surprising defensive plays.
AI is entering its next phase. Discover three AI infrastructure stocks to buy as the technology moves from buildout to real-world adoption.
One of the more volatile tech funds, the iShares Expanded Tech-Software Sector ETF ( NYSEARCA:IGV ) has bounced 5.13% over the past week, reversing after a collapse that left the fund down 18% year-to-date from a December 31 starting price of $105.69.
Institutional credit investors are more worried about an AI bubble than about AI destroying other companies.
BABA, IGV, LNG, and GS are today's "final trades" on CNBC. Analysts discussed recent news about these companies' financial results.
A major market fear is crushing valuations in one of the market's most powerful dividend growth sectors. Yields are near historic highs while long-term growth engines remain fully intact. The disconnect between sentiment and fundamentals may be creating a rare opportunity.
It was another big month for ETFs in February. Equity ETFs picked up some $110 billion in net inflows, according to Factset data.
The software sector is having a moment, and not the good kind. iShares Expanded Tech-Software Sector ETF (NYSEARCA:IGV) has shed nearly 23% year-to-date, with a 16% drop in just the past month. The carnage was indiscriminate. The sell-off hit everything wearing a software badge. Gaming. Legal services. Brokerages. Trucking. Cybersecurity. The thesis driving it: the... The Speculation That AI Will Eat Software Companies, Let's Clear It Up: ServiceNow CEO Pushes Back on IGV's 23% Collapse.
A specter is haunting Wall Street—the specter of the “SaaSpocalypse.” Since the iShares Expanded Tech-Software Sector ETF (IGV) peaked on September 19, 2025, it has fallen roughly 30%.
Market sentiment appears overly defensive in certain areas, suggesting potential mispricing in risk assets. The analysis highlights top-tier BDCs, focusing on dividend yields, price/NAV, leverage, and credit quality. Main Street Capital (MAIN), Capital Southwest (CSWC), and Ares Capital (ARCC) offer strong yields with varying risk profiles.
Dan Ives, Wedbush Securities, joins 'Closing Bell' to discuss the rough week for shares of Nvidia, the recent funding round from OpenAI and much more.
Nvidia's Jensen Huang said markets "got it wrong" about the software sell-off. Software stocks were rebounding on Thursday as chip stocks, including Nvidia, sold off.
Panic over a software-business disruption from AI appears to have subsided after Anthropic showcased its partnership with Salesforce and other companies.
Gold has outperformed the S&P 500 for 7 consecutive months, signaling a potential market downturn. This happened before in early 2008, when gold noticed the impending financial crisis before others did. The current outperformance raises concerns about the state of the software sector, which has been seen as insulated but may now be showing signs of fragility.
Perplexity AI's new "Computer" system is being pitched as a potential alternative to the $30,000-per-year Bloomberg Terminal, raising fresh questions about software pricing power as the IGV ETF slides 24% year to date.
Tom Lee believes the worst of the software selloff might be nearing its end.The Fundstrat strategist pointed to unusual trading patterns in the iShares Expanded
These 10%+ yields look risky at first glance—but the numbers tell a very different story. Conservative balance sheets, strong coverage, and market mispricing are colliding. The recent sell-off may have quietly created one of the best income setups of the year.