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The PHLX Semiconductor Index, or SOX, was up 6.5%, which would be its best one-day performance since May 12, 2025, according to Dow Jones Market Data. The move underscores how successful traders have been chasing momentum in the red-hot chip sector.
The Nasdaq is already on pace for its worst day since March. The tech-heavy index tumbled nearly 1.7%, which would be its biggest daily decline since it fell nearly 2.2% on March 27, according to Dow Jones Market Data.
Jim Cramer defended CrowdStrike (NASDAQ:CRWD) on Thursday’s Mad Dash after the cybersecurity leader’s post-earnings selloff, arguing that net new annual recurring revenue came in well above expectations. CrowdStrike reported its fiscal Q1 2027 results on June 3, 2026, beat on both lines, and raised its full-year outlook. The stock fell anyway, dropping 6.87% on June ... Jim Cramer Defends CrowdStrike. Says the Company Just Posted “An Extraordinary Number” on Its Most Key Metric.
Salesforce may be cannibalizing its own business through Agentforce, but the potential of its dominance in AI agents is huge.
Palo Alto Networks, a Barron’s stock pick, dropped after earnings—a rare occurrence recently. The cybersecurity software stock, which we recommended in late April on the basis that it would weather the artificial intelligence storm, dropped 5.6% Wednesday. Palo Alto, too, is seeing some profit-taking.
The Nasdaq tumbled shortly after the market opened, and software stocks may be to blame. The Dow was down 408 points, or 0.8%. A big reason for the Nasdaq’s decline was a 4% slide in the iShares Expanded Tech-Software Sector ETF.
Okta Inc. stock is up 63% since we recommended it in February. From concerns that the rise of artificial intelligence would doom traditional software technology, a decisive sentiment shift is under way. Within that group, Okta has outperformed, surging 30% on May 29 alone, a day after it reported stellar earnings.
Just two months ago, software stocks were one of the market’s biggest disappointments. Today, they are among its strongest performers. Speaking on CNBC’s Options Action, options reporter Oliver Renick highlighted the dramatic reversal underway across the software sector, noting that the group has gone from a steep early-year selloff to positive returns for 2026. “Software is officially ... Software Rallies 40% From April Lows as CrowdStrike Earnings Loom
Suddenly the stock market is back to its record-setting ways. The Dow was up 175 points, or 0.3%. The S&P 500 was up 0.2%. The Nasdaq was up 0.3%. The Dow, S&P, and Nasdaq were on pace to close at a record together for a fifth day in a row, their longest such streak since Feb.
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
‘This is actually an incredible time to be a software company,’ Nvidia CEO Jensen Huang said on Monday.
Adobe has underperformed the Tech-Software industry over the past year, but analysts are cautiously optimistic about the stock’s prospects.
MongoDB stock rises after the software company reported better-than-expected earnings and raised its full-fiscal year profit outlook.
The Nasdaq and S&P 500 were gaining steam as the morning rolled on Thursday. Software stocks were a big reason why. The Nasdaq was up 0.5%, while the S&P 500 was up 0.4%. The Dow was down 20 points, or essentially flat.
The frenzy in memory-chip stocks continued on Wednesday as SK Hynix took less than 24 hours to join American peer Micron Technology in the $1 trillion valuation club.
Recent IPOs Pattern Group and Ethos Technologies are showing constructive technical patterns even as investors continue waiting for a SpaceX public offering.
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