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.
Software is showing why it'll be ultimate beneficiary of AI, says Vista Equity's Ashley MacNeill
Ashley MacNeill, Vista Equity, joins 'Closing Bell' to discuss the software market's weakness, if the market is still considering about software as a service and much more.
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.
AI Software ETFs for Long-Term Opportunity
AI's rapid adoption, steady software demand, and the sector's long-term growth potential put focus on ETFs like IGV and XSW.
Is This The End Of The Software Era? Rethinking IGV And XSW In An AI-Driven World
AI is fundamentally disrupting the software industry, lowering barriers to entry and intensifying competition, especially for mid-sized companies. Large software firms with strong moats, brand power, and data — like Microsoft, Salesforce, Spotify and Palo Alto Networks — are better positioned to adapt and benefit from AI. IGV ETF is preferable due to its concentration in resilient, leading software companies likely to withstand and capitalize on AI-driven changes; I rate IGV as hold.
Should You Invest in the iShares Expanded Tech-Software Sector ETF (IGV)?
If you're interested in broad exposure to the Technology - Software segment of the equity market, look no further than the iShares Expanded Tech-Software Sector ETF (IGV), a passively managed exchange traded fund launched on July 10, 2001.
