Software Is AI, If You Do It Right: Spaht
Thoma Bravo managing partner Holden Spaht talks with Dani Burger on “Bloomberg Deals. Wall Street has been dumping software-as-a-service providers in recent weeks amid fears that the products they offer will become redundant in the age of AI.
Options Traders Are Buying the Dip on This Software ETF
Last month, the iShares Expanded Tech-Software Sector ETF (BATS:IGV) officially entered bear market territory.
Some Experts Argue Software Stock Sell-Off Was 'Too Harsh' Despite AI Fears
All the talk of AI "eating" software could have some investors eating their words, according to a recent Jefferies report.
Options Corner: Software Sector
This week's selling among the software group stood out to Rick Ducat on the charts. He cues up the IGV ETF to show the sector-wide pressures impacting the space.
This ETF Could Be a Great Contrarian Artificial Intelligence (AI) Buy Right Now
This ETF is down 18% based on fears that AI will disrupt it. But investors are discounting the real financial results of the companies in the sector.
IGV Vs. IGPT: Performance Gap Shows AI Is Starting To Eat Software
IGV and IGPT ETFs, once closely correlated, have diverged sharply as AI disruption fears weigh on software and favor chipmakers. IGPT's August 2023 strategy shift increased semiconductor and AI exposure, driving outperformance versus IGV amid the data center boom. AI coding tools are eroding software moats, reducing switching costs and pricing power, while chipmakers see accelerated growth expectations.
3 Tech ETFs for Exposure Beyond the Mag 7
The tech sector has been getting a tad too turbulent for many of late. With soaring geopolitical uncertainties finally catching up with the market, fuelling one of the worst down days in a few months, tech investors might have a chance to pick up their favorite AI stocks at a nice markdown.
Software Stocks: From Market Leaders to AI Victims
After a decade of growth and soaring stock prices, the software industry is being disrupted by artificial intelligence.
IGV: Software Stocks Under AI Attack (Rating Downgrade)
Downgrade iShares Expanded Tech-Software Sector ETF from buy to hold due to deteriorating technicals despite attractive valuation. IGV has underperformed, down nearly 20% from its 2025 double top, with weak momentum and poor seasonal trends into March. Valuation remains compelling: 20.7x P/E and a PEG below 1, but high volatility and concentrated risk persist.
Altimeter's Brad Gerstner reveals his software investment strategy
Altimeter Capital founder and CEO Brad Gerstner joins CNBC's "Halftime Report" to debate whether AI will be the death of software and how he's trading the sector.
3 Tech ETFs To Load Up on Before 2026
As we come to the close of 2025, tech stocks are gaining pace, and they've remained one of the best performing in the industry.
Should You Invest in the iShares Expanded Tech-Software Sector ETF (IGV)?
Designed to provide broad exposure to the Technology - Software segment of the equity market, the iShares Expanded Tech-Software Sector ETF (IGV) is a passively managed exchange traded fund launched on July 10, 2001.
