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Rezolve AI scored a validation win so rare for small-cap AI names that it sent the stock surging 22% in a single session, yet the same announcement barely moved the needle for its hyperscaler partner. Now traders are deciding how much of that move was real.

Intuit just handed Wall Street something rare: guidance so cautious it sparked fears that AI disruption has moved from theory to measurable damage, pulling Adobe, ServiceNow, and the entire enterprise software sector into the fallout.

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

Salesforce will report second-quarter earnings on Wednesday afternoon amid the most uncertainty it has faced since its earliest days. Wall Street analysts are projecting $3.27 in adjusted earnings per share, rising from $2.91 a year ago. Beginning last year, investors began selling off enterprise software stocks on the idea that much of what they do will be replaced by AI agents that can write software code and execute complex series of tasks from simple conversational commands.

ServiceNow has surged nearly 30% in a single month and left the broader software sector in the dust, but Wall Street's price targets and a quietly sobering Q3 forecast reveal just how much the stock still needs to prove before bulls can claim victory.

A Taiwanese indictment named individuals tied to Super Micro and NVIDIA, but whether the companies themselves face liability depends on a legal distinction that sent one stock soaring 8% while the broader tech tape went nowhere.

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

Synopsys has notably underperformed the broader market over the past year, but analysts are highly optimistic about the stock’s prospects.

Snowflake, Okta, Datadog, CrowdStrike and Palo Alto Networks lead MarketBeat's most-upgraded stocks list, as analysts raise price targets on software firms benefiting from AI adoption.

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

Sector ETF report for IGV

Three software stocks entered 2026 chasing the same customers, but by mid-year the scoreboard looks nothing like a sector story, and the reason one name pulled ahead points to a fault line most investors missed.

Friday’s midday bid across AI is concentrated in government-facing names, not enterprise software. Palantir Technologies (NASDAQ:PLTR) stock is up 4% to $181.25, clearing a $180 level that traders had been watching. BigBear.ai (NYSE:BBAI) stock is rising 4% to $3.20, moving in sympathy with the leader. Meanwhile, ServiceNow (NYSE:NOW) stock is unchanged/flat at $129.81 as the ... Palantir Climbs 4% Through $180, BigBear.ai Rises 4%, ServiceNow Holds Flat: How Are Traders Picking the Software Win

The rest of tech just helped the Nasdaq overcome a chip stock slump. The tech-heavy Nasdaq Composite index was back up 0.6% after turning lower earlier in the session. The Dow Jones Industrial Average was up 422 points, or 0.8%.

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

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

<p>The biggest inflows didn't go into funds with "AI" in the name.</p>

Toast, a software technology company, is higher 10 of the last 13 weeks and has gained more than 50% over the last three months.

It seems the Nasdaq doesn’t need chips to rally, after all. After losing steam on a chip stock slide, the Nasdaq Composite was back up 0.4% on Wednesday. The S&P 500 was up 0.6%. The Dow Jones Industrial Average was up 333 points, or 0.

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

Rising Treasury yields are hitting quantum computing stocks from one direction while cooling AI sentiment hits from another, and the combination is triggering a selloff that exposes just how fragile the recent rally actually was.

Semiconductors are bleeding while software stocks quietly climb, and the gap between those two moves tells a story about how investors are repricing the entire AI trade right now.

A sharp selloff in AI hardware names sent money flooding into beaten-down enterprise software stocks Tuesday, lifting Monday.com, HubSpot, and Intuit sharply higher despite a broader tech retreat. The question is whether this rotation signals a genuine reassessment of software's durability or just a single-day trade in deeply wounded names.

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

ServiceNow has significantly underperformed the market, but analysts remain bullish, citing strong earnings growth and substantial upside to price targets.

The pair trade that saw investors go long chips and short software lit up the stock market for much of 2026. Now it’s on life support.

Shares of The Trade Desk (NASDAQ:TTD) are falling again on Monday afternoon, extending what has already been one of the worst runs in large-cap software this year. TTD stock is down 6% to $13.33, with the decline arriving on a session where no company-specific news, guidance change, or analyst action has been disclosed. The move ... The Trade Desk Falls 6%, AppLovin Slips as Demand-Side Ad Tech Keeps Breaking

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

The stock market’s early gains evaporated. The Nasdaq Composite was down 0.5% after opening higher. The S&P 500 was down 0.2%. The Dow Jones Industrial Average fell 110 points, or 0.2%. The market’s spill followed a sudden drop in chip stocks: The iShares Semiconductor ETF was down 1.

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