iShares Expanded Tech-Software Sector ETF

IGV

Market cap $16.6B

A recovery in software stocks accelerated on Monday after Nvidia chief executive Jensen Huang pushed back against concerns that artificial intelligence could undermine the software industry. The comments provided a fresh tailwind to a sector that had already begun rebounding as investors bought the dip following months of heavy selling.

Software stocks bounced this week on strong results from Snowflake and Okta, which both recorded their best days on record. The results signal that investors may have been too quick to declare the end of software with the emergence of artificial intelligence.

The rally in software stocks has gone from recovery to raging bull market, and traders are betting there's more to come.

AI software spending is surging, lifting prospects for ETFs like IGV as firms monetize cloud, security and enterprise AI tools.

Family offices poured more than $3 billion into tech, media, and telecom companies. But materials attracted the most capital—$4.8 billion.

Software stocks have been crushed this year, but has it gone too far? Salesforce, ServiceNow, Adobe and Inuit shares all trade at compelling valuations with still strong growth forecasts.

CFRA Research senior vice president and head of technology Angelo Zino explains why Nvidia, AMD, Microsoft and Meta remain top ‘strong buy' picks amid the ongoing AI-driven tech rally on ‘Making Money.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #makingmoney #ai #technology #tech #stocks #markets #investing #nvidia #amd #microsoft #meta #wallstreet #artificialintelligence #semiconductors #bigtech

Exchange traded fund inflows have topped $750 billion in 2026. This puts the industry on pace to challenge the $1.5 trillion annual record set last year, Todd Rosenbluth, head of research at VettaFi, told host Nate Geraci on this week's ETF Prime.

In a reversal from the SaaS-pocalypse, software is finding strength while AI memory names like Micron (MU) and SanDisk (SNDK) are selling off. Kevin Hincks explains how this all plays into the big picture for tech as Nvidia (NVDA) readies to report earnings Wednesday.

As semiconductor shares dragged down the Nasdaq-100 for a second day, quietly, software stocks appear to have found their groove.