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IGV Investors: Watch Oracle’s Free Cash Flow as the Real Test of AI Capex Economics
24/7 Wall St.46d agoneutral
IGV Investors: Watch Oracle’s Free Cash Flow as the Real Test of AI Capex Economics

The iShares Expanded Tech-Software Sector ETF (NASDAQ:IGV) closed Friday at $88.20, down 16.5% year to date and 18.9% over the past year, despite the broader AI trade still drawing capital. IGV’s slide accelerated this month after top holding Oracle posted its worst week since the 2001 dot-com bust, dropping 19.4% in five sessions on debt ... IGV Investors: Watch Oracle’s Free Cash Flow as the Real Test of AI Capex Economics

AI Just Minted $10 Trillion and You Own None of It. These 4 ETFs Put You in the Game
24/7 Wall St.47d agoneutral
AI Just Minted $10 Trillion and You Own None of It. These 4 ETFs Put You in the Game

The numbers behind the artificial intelligence boom have stopped feeling abstract. AI capital spending is now propping up large portions of U.S. economic growth, hyperscalers are signing multi-year power contracts, and a handful of chipmakers have added trillions in market value while you watched from the sidelines. If that sounds painfully familiar, four exchange traded ... AI Just Minted $10 Trillion and You Own None of It. These 4 ETFs Put You in the Game

Investing.com64d agobearish
Software stocks tumble in sympathy as fragile market sentiment fractures again

Investing.com -- The broader software complex experienced widespread declines on Friday as fragile investor confidence gave way to a wave of sympathetic selling across the sector. The turn lower continued to arrest a month-long recovery fueled in part by strong corporate results and forward guidance from Snowflake. The shift in capital allocation reflects a market that remains deeply hypersensitive to any perceived headwind within the enterprise technology layer. Rather than treating recent oper