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Federal AI contracts are pouring into enterprise software order books, and two of the sector's most beaten-down stocks are suddenly surging. Whether today's rally marks a genuine turning point or a fleeting squeeze depends on details buried inside fresh earnings reports and a blockbuster government deal.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2%, and the actively tra

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.6%, and the actively t

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) retreated 0.4%, and the actively

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.4%, and the actively tra

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.5%, and the actively tra

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.7%, and the actively t

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.3%, and the actively t

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.1%, and the actively tra

BAI just erased weeks of gains in a single week, and two signals now stand between a continued AI rally and a much steeper unwind for the fund's semiconductor-heavy portfolio.

IBM just logged its worst single-session collapse in nearly four decades, and the shockwaves are already hitting Microsoft, ServiceNow, and the broader software sector in ways that raise an uncomfortable question about where enterprise spending is actually going.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.3%, and the actively tra

Hedgeye’s Felix Wang flipped Apple to a short position on July 9, citing moderating growth, margin pressure, and a rich valuation.

Oracle just broke through a key technical floor while S&P Global questions whether its massive AI bet will swallow the company whole. What happens next could separate a generational buying opportunity from a debt-fueled collapse.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.4%, and the actively t

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.03%, and the actively tr

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.3%, and the actively tra

Salesforce stock was downgraded late Wednesday by an analyst at KeyBanc who admitted he might be doing it “at exactly the wrong time.” Salesforce has fallen 37% this year and the iShares Expanded Tech-Software Sector ETF is down 13% amid fears about the disruption caused by artificial intelligence. More than 70% of analysts covering Salesforce stock think it’s a Buy, with an average price target of $241.08, implying a 45% jump from Wednesday’s closing price of $166.58.

Artificial Intelligence (AI) is probably the hottest financial sector right now, based on expectation and anticipation. The expectations are over its far-reaching productivity boosting capabilities to generate huge profits in practically every industrial sector that uses computers, and the anticipation is over AI’s commercial realization timing. The AI fervor is one of the biggest ... Apollo Sounds the Alarm: AI Profits Are a No-Show Outside Tech, and AI-Heavy ETFs Could Pay the Price

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.5%, and the actively t

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.1%, and the actively t

The iShares Expanded Tech-Software Sector ETF (BATS:IGV) is down 10.5% year to date while the S&P 500 is up 10.8% and the Technology Select Sector SPDR is up 26%. That gap reflects the market pricing software as if the AI thesis has turned against it. Own IGV and you are betting the “SaaSpocalypse” narrative, that ... AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.5%, and the actively tra

The software sector is enjoying a rebound and Wall Street analysts have rarely ever been as bullish on Oracle as they are now.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.3%, and the actively tra

Guggenheim analyst John DiFucci says now is the time for Wall Street to take advantage of the deep software selloff.

Microsoft stock is having a terrible year but it’s starting to get a boost for an unlikely reason. The shares started the second half of the year well, rising 3% Wednesday and pointing higher again in premarket trading Thursday. The iShares Expanded Tech-Software exchange-traded fund, has climbed for four consecutive days through Wednesday–and was pointing higher again ahead of the open Thursday.

Guggenheim analyst John DiFucci says now is the time for Wall Street to take advantage of the deep software selloff.

It might be time to revisit software stocks, according to Guggenheim. The iShares Expanded Tech-Software Sector ETF is up 3.3% after Guggenheim analysts said investors should reconsider the unloved area of the AI trade. The analysts pushed back on the “fatal AI bear case” that tanked software stocks earlier in the year, leaving roughly 80% of software stocks trading below their intrinsic value.

Stocks were rallying off their early lows in the first hour of July trading. The Dow was up 100 points, or 0.2%, and gaining steam. The S&P 500 was back near breakeven. The Nasdaq was down 0.3%. The Dow closed at a record on Tuesday, so any move higher would be a fresh milestone.