The latest rebound in risk assets has lifted the Nasdaq 100 toward all-time highs, and the improving macro and index backdrop has the potential to also lift the oversold software sector, according to ...

Chip stocks (SOXX) are outrunning software stocks (IGV) over the last 12 trading days. That tells the story of this rebound ...

Software stocks have rallied as risk sentiment is revived on Wall Street. BofA analysts say the rally might not last, and expect volatility. Piper Sandler warned that there are months of technical ...

Semiconductor stocks have seized market leadership from software, with the PHLX Semiconductor Index posting an 18-day winning streak and record April gains. The shift comes amid strong earnings, ...

Oracle rallied almost 13%, leading a bounce in software stocks as hopes mounted for a peace deal between the U.S. and Iran. Software stocks have sold off this year on AI disruption fears and default ...

Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis. So what: CA ...

Semiconductor stocks are extending record-breaking gains, with the PHLX Semiconductor Index on its best run in decades and Nvidia again topping $5 trillion in market cap. The surge has left software ...