SaaSpocalypse Doesn't Make Sense Any More
I am rating IGV (iShares Expanded Tech-Software Sector ETF) a 'buy' to balance risk from individual stock picking in software and capture potential sector rerating amid ongoing volatility. Palantir's exceptionally strong Q1 FY26 and ServiceNow's ambitious FY30 targets demonstrate that “AI Eating SaaS” may have run its course. Plus, earnings reports from Atlassian, Twilio and Zeta also came in much better than expected, leading to a considerable rerating higher in these names.
Where to invest $100,000 today: Best ETFs to buy for great returns
The stock market is in a strong bull market, with the S&P 500 and Nasdaq 100 indices rising to their record highs. This article explores some of the best ETFs to buy if you have $100,000 to invest today.
Should You Invest in the iShares Expanded Tech-Software Sector ETF (IGV)?
Looking for broad exposure to the Technology - Software segment of the equity market? You should consider the iShares Expanded Tech-Software Sector ETF (IGV), a passively managed exchange traded fund launched on July 10, 2001.
CEOs are betting AI will augment work rather than displace all workers
Panelists at the Semafor World Economy conference said artificial intelligence can supplement the work that's already done, improving its quantity and quality.
The Market Is Wrong About Claude Mythos: Buy Software, Buy It All
Software stocks are trading at historically low valuations due to AI-driven fears, creating a compelling contrarian buying opportunity. AI models like Anthropic's Claude Mythos have heightened concerns about disruption, but the market may be overestimating risks to incumbents. Despite seat displacement risks, high gross margins (75%-90%) and strong net cash positions suggest software companies can benefit from AI-driven margin expansion.
The ETF Barbell: Hedging War While Reloading on AI
Mounting tensions in the Middle East have pushed Brent crude prices well over $100 a barrel, while Treasury yields remain stubbornly high at 4.25%. In response, ETF flows have fractured into a distinct ‘barbell' formation.
Has the software selloff bottomed out? Here's what experts think
Software stocks are showing early signs of recovery after months of heavy selling, with analysts debating whether the sector has reached a lasting bottom. The S&P 500 software index logged its strongest weekly performance since May 2025 last week, while the iShares Expanded Tech-Software Sector ETF (IGV) has rebounded about 10% from its February low.
IGV Bounces 5% But the SaaS Selloff May Not Be Over Yet
One of the more volatile tech funds, the iShares Expanded Tech-Software Sector ETF ( NYSEARCA:IGV ) has bounced 5.13% over the past week, reversing after a collapse that left the fund down 18% year-to-date from a December 31 starting price of $105.69.
Equity ETFs Added $110 Billion in February – See the Leading ETFs
It was another big month for ETFs in February. Equity ETFs picked up some $110 billion in net inflows, according to Factset data.
Caron Says There Was a 'Reasonable Selloff' in Software Stock Space
Jim Caron of Morgan Stanley Investment Management Group says there was a reasonable selloff in the software space, but he doesn't think this event will bring down overall markets substantially further.
There's Truth In SaaSpocalypse: Forward Deployed Engineers Make IGV A Buy
The SaaSpocalypse narrative is overplayed. Yes, software houses will need to pivot in the age of AI, but they won't disappear. Their moat will extend. AI will accelerate software adoption, not destroy moats; firms pivoting to Forward Deployed Engineering (FDE) and output-based pricing will win the AI race. Current financials show robust growth for IGV's top holdings; recent corrections reflect CapEx risk and valuation jitters, not any actual existential AI threats.
Should You Invest in the iShares Expanded Tech-Software Sector ETF (IGV)?
Launched on July 10, 2001, the iShares Expanded Tech-Software Sector ETF (IGV) is a passively managed exchange traded fund designed to provide a broad exposure to the Technology - Software segment of the equity market.
