Actualités

Investing.com -- The iShares Expanded Tech-Software Sector ETF saw retail investors pour in a record $46 million on Monday.

The largest exchange-traded fund (ETF) tracking U.S. software stocks clocked the biggest single-day buy-in by retail investors ‌on record on Monday, data from Vanda Research showed. Software ‌stocks have largely recovered their losses from earlier this year when fears of ​industry-wide disruptions due to the rise of AI gripped the sector, though volatility still persists. Mom-and-pop traders bought stock worth a net $46 million in the iShares Expanded Tech-Software Sector ETF on Monday, surpassing ‌the previous single-day ⁠record by roughly 40%, as per Vanda.

The battle between Salesforce and ServiceNow is no longer about just software.

The software sector is currently caught in a tug-of-war between profound optimism and existential dread over the future of artificial intelligence. After a brief period of euphoria, reality—and algorithmic trading—bit back hard, sending major software stocks tumbling in a sudden reversal. The iShares Expanded Tech-Software Sector ETF fell 3%, wiping out half of the 6% gains it had recorded just a day prior. The bleeding was widespread across the industry’s biggest names: Atlassian plunged 8%, Hu

Nvidia stock may have a lot more upside, Goldman Sachs says.

The rapidly evolving landscape of Cloud AI has highlighted a significant challenge as the pace of AI technology advancements outstrips customers' ability to adopt them. According to Instruqt's 2026 State of Developer Adoption Report, conducted by SlashData, many software companies face operational hurdles, including team misalignment and maintaining content accuracy amid frequent product updates. This gap in adoption is being addressed through innovative hands-on labs, which have proven...

AI optimism lifts software stocks.

Over the last 7 days, the United States market has risen 1.6%, contributing to a 28% increase over the past year, with earnings anticipated to grow by 17% annually in the coming years. In this context of robust market performance, identifying stocks that are trading below their intrinsic value can offer investors potential opportunities for growth and value appreciation.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Tuesday's

Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) jumped 9.4% in the afternoon session after it continued to rally extending double digit gains from the previous session, which was driven by two forces: Snowflake's blowout Q1 results showing enterprise AI adoption is accelerating rather than disrupting software demand, and Dell's confirmation that enterprises are committing to full-stack AI infrastructure at a scale nobody had modelled.

ServiceNow and Intuit each command their markets with robust financials, distinct risk profiles, and contrasting valuations.

For investors considering whether ServiceNow's current share price aligns with its business outlook, or whether the stock might be mispriced, this article outlines several key signals the market is watching. The stock last closed at US$135.86, with returns of 33.0% over the past week and 49.0% over the past month, while the return over the past year declined 32.9% and the year-to-date return is down 7.9%. These sharp short-term moves sit alongside longer-term figures, with 3-year returns of...

Today, June 1, 2026, Nvidia's superchip and a software comeback helped keep U.S. indexes near record highs even as higher oil prices pressured the Dow.

‘This is actually an incredible time to be a software company,’ Nvidia CEO Jensen Huang said on Monday.

AI-fueled gains in mega-cap tech contrast with renewed fears of Middle East tensions, today, June 1, 2026.

"A lot of people have said, Jensen, AI is coming. Agentic AI is coming. Therefore, all of the software companies are going to go out of business. I said it's exactly the opposite because there are going to be so many agents.

Yahoo Finance Executive Editor Brian Sozzi and the Opening Bid panel — Sevens Report Research Founder Tom Essaye, Yahoo Finance Senior Business Reporter Ines Ferre, and Markets & Data Editor Jared Blikre — break down Nvidia (NVDA) CEO Jensen Huang's Computex announcement, including the launch of a new super PC chip set to arrive this Fall.

Strong earnings and better AI adoption trends helped lift software stocks.

ServiceNow, Inc. (NYSE:NOW), with significant hedge fund interest, ranks among the 10 best SaaS stocks to buy according to hedge funds. As of Q1 2026, 108 hedge funds held bullish positions in the stock, representing $5.45 billion in aggregate value. On May 26, 2026, Oppenheimer reiterated an “Outperform” rating and $130 price target on ServiceNow, […]

Palantir stock rose Monday, eyeing an early buy point, as software names again rallied, boosted by financial results at Snowflake and Dell.

Investing.com -- Software stocks rallied broadly on Monday after Nvidia CEO Jensen Huang dismissed concerns that the industry faces disruption from advanced AI tools.

ServiceNow Inc. (NYSE:NOW) is one of the best future tech stocks to buy according to billionaires. On May 6, ServiceNow and AWS announced a platform expansion following a milestone of $1 billion in ServiceNow AWS Marketplace transactions. This collaboration aims to provide enterprises with a unified governance architecture as they scale agentic AI. By combining […]

A cluster of software stocks rally, signaling to investors that the beaten-down sector may be mounting a comeback.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly advancing hours befor

Nvidia CEO Jensen Huang said agentic AI will create opportunities for the company’s software partners, including ServiceNow

TD SYNNEX (SNX) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.

While ServiceNow has lagged behind the technology sector over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.

Uber Technologies has lagged behind the Dow over the past year, yet Wall Street analysts maintain a strongly optimistic outlook on the stock’s prospects.

ServiceNow (NYSE:NOW) is expanding its role in enterprise AI through multi-year partnerships with companies including Experian and Wipro. The company is integrating its platform with providers such as Snowflake and Dell to act as an AI control layer across corporate data and workflows. Recent acquisitions are focused on AI and cybersecurity capabilities, aiming to deepen ServiceNow's position inside large enterprise tech stacks. ServiceNow, best known for workflow automation and IT service...

ServiceNow, Inc. (NYSE:NOW) was among the stocks Jim Cramer discussed in this changing market. A caller inquired whether now is the time to buy the stock, noting that the multiple is down and that Cramer respects CEO Bill McDermott. He replied: I think the stock is bottoming. I don’t think that it’s going to have […]