iShares Expanded Tech-Software Sector ETF

IGV

時価総額 $139億

Software stocks went from apocalypse to market leaders in six months, but the speed of that reversal raises a harder question than most investors are asking before the next earnings season.

CNBC's Cramer favors established AI winners despite valuation concerns. Here are ETFs offering diversified exposure to his top stock picks.

US software stocks are touching fresh 2026 highs, supported by a sharp rise in earnings expectations, which according to several analysts indicate that fears over AI-led disruption in ​the sector were largely overstated.

Software stocks came roaring back in the third quarter as fears that AI would disrupt traditional business models faded, with Salesforce, Microsoft, Workday and Veeva among the biggest winners. CNBC's Jim Cramer sees more upside for software leaders including Salesforce and Microsoft, while warning that higher interest rates are the biggest risk heading into the new quarter.

Vince Lorusso, Clough Capital Partners CEO, joins 'The Exchange' to discuss tech stocks, why he says the AI trade is evolving, what he expects from Micron earnings, and more.

Citi co-head of U.S. software equity research Tyler Radke discusses the impact of the artificial intelligence buildout and disruption fears on the sector on ‘Making Money.'

Meta's Muse has accelerated the shift from conversational AI toward consumer-facing agents that can search, browse, transact and act on users' behalf. I believe the biggest opportunity sits below the interface: edge infrastructure, CPUs, observability and memory should all benefit as agentic workloads multiply machine-to-machine activity.

IGV's sharp rebound signals the SaaSpocalypse is almost over, as AI adoption and strong software earnings revive the sector's recovery.

AI agents could reshape the software industry, disrupting seat-based models while creating new revenue opportunities. Here's what lies ahead.

It's been just over a year since the iShares Software ETF peaked on September 22, 2025, and getting back to that level has been a work in progress. The ETF has since rallied 43%, bringing it back above both its 50- and 200-DMA, but it's still 9.4% below last September's peak.