Latest News for IGV
Dan Ives, Global Head of Technology Research at Wedbush Securities, says fears that AI will replace software are overblown, calling the selloff a major buying opportunity as AI spending and enterprise software demand accelerate.
Fears of AI taking away value in software caused stocks across the sector to plunge. As these stocks experience a new relief rally, Rick Ducat turns to the technical trends he sees in the iShares Expanded Tech-Software Sector ETF (IGV).
The 2026 'SaaS-pocalypse' triggered indiscriminate selloffs, but Intuit, Salesforce, Microsoft, Adobe, and Zeta Global present compelling recovery opportunities. AI disruption fears are overstated; Intuit, Zeta Global Holdings, and Microsoft leverage proprietary data moats, while Salesforce and Adobe adapt with hybrid and agentic models. INTU, CRM, and ZETA reported strong revenue growth, robust user metrics, and…
Iran war volatility lifts oil and rattles stocks. But tech ETFs, powered by AI, cloud and cybersecurity demand, are emerging as surprising defensive plays.
AI is entering its next phase. Discover three AI infrastructure stocks to buy as the technology moves from buildout to real-world adoption.
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