
UiPath is sinking again while the broader software sector barely budges, and the automation corner of the market may be telling investors something the headline numbers are not.
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UiPath is sinking again while the broader software sector barely budges, and the automation corner of the market may be telling investors something the headline numbers are not.

BlackBerry just posted record QNX results and raised its full-year outlook, yet the stock is sliding anyway. Understanding what is spooking investors reveals a tension at the heart of the company's growth story.

<p>Here are the daily ETF fund flows for September 22, 2026.</p>

Enterprise software stocks are rising in Wednesday morning trading while the broader large-cap technology group falls. The iShares Expanded Tech-Software Sector ETF (NYSEARCA:IGV) is up 1%. The Invesco QQQ Trust (NASDAQ:QQQ) is down 0.88%, moving in the opposite direction from the software group and giving the session an unusual split within technology. Atlassian Corporation (NASDAQ:TEAM) […]

Stocks declined as the tone on Wall Street shifted away from risk amid mounting geopolitical uncertainties. The downturn marked a breather from the recent tech stock rally. The tech-heavy Nasdaq Composite dove 1%, pulling back from the record high it set the session prior.

Adobe has fallen harder than its software peers while the broader market climbed, and the selling has not slowed even after quarterly results landed. The case for a bounce and the case for dead money both start with the same price chart and reach opposite conclusions.

Although Gen Digital has outpaced its industry peers over the past year, Wall Street analysts maintain a cautiously optimistic outlook on the stock’s prospects.

Coretura just handed BlackBerry its first named design win for Alloy Kore, sending shares surging well past the broader software sector, but the deal comes with no contract value, no revenue timeline, and an earnings report less than 48 hours away.

AppLovin, which helps mobile app developers monetize their products, is down 52% over the last year, and trades 57% below its 52-week high.

A Cramer lightning-round call just sent BlackBerry shares surging ahead of a quarterly report that could either validate the QNX software story or unwind the entire move in a single session.

Salesforce's expanded OpenAI partnership highlights AI's impact on SaaS, boosting interest in software ETFs IGV and WCLD, which have rallied but differ in risk and holdings.

The stock market was on a tear on Monday, led by the tech sector. Both semiconductor and software stocks were taking part in the rise. The PHLX Semiconductor Index was up 3.2%, lifted on gains by Arm Holdings, Intel, and AMD.

The factors that made software stocks a laggard before could make them leaders today.

The Nasdaq composite might not be at its healthiest but it's outshining the other major indexes at the moment. Where we've found relative strength is in the software sector lately. The idea that a subscription that made use of AI agents could replace many of the software subscription models was a real fear.

Bitcoin remains well-positioned to target the $125,000 area by early 2027, technical analysis shows.

BlackBerry and Mobileye are surging together while their closest hardware peer sits frozen, and that split tells you something important about who is actually buying and why.

Concentrated selling is hammering a thin slice of speculative software names even as the broader market climbs higher, and the divergence raises a pointed question about how much real support sits underneath these stocks when no news is doing the work.

A wave of worry among top executives about the speed of artificial intelligence development had Wall Street selling shares of chip firms and buying software stocks. The Nasdaq Composite fell 0.6%. The selling was mostly limited to stocks tied to the AI trade, after Anthropic’s Dario Amodei pushed for top AI upstarts to work together on setting guardrails on development.

A sharp split between software and large-cap tech is driving unusual gains across enterprise AI names today, and the reason behind it traces back to a weekend argument among the world's top AI researchers.

Anthropic's CEO just handed enterprise software names an unexpected lifeline while hammering AI hardware stocks, and the split inside technology this Monday morning signals something bigger than a single day's rotation.

Adobe beat estimates and raised its full-year outlook, yet the stock still stumbled out of the gate Friday morning. A soft Q4 guide and a simultaneous CEO and CFO transition are now weighing on a franchise already down 30% for the year.

Salesforce just posted a blowout quarter and rocketed while the rest of enterprise software slid, but a closer look at what actually drove the earnings beat raises questions every CRM shareholder needs to answer before Dreamforce next week.

Citi just slapped a Buy rating on UiPath with a target nearly 70% above the current price, yet shares keep falling. Here is what the bull and bear camps are fighting over ahead of a high-stakes investor day that could flip the narrative.

Braze beat revenue estimates and raised its full-year outlook, yet its stock cratered while every peer in the sector held firm. One line in the earnings guide explains why investors are selling a growth story that looked strong on almost every other measure.
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