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These 2 Stocks Getting Unfairly Slammed in the Software Sector Rout Are Buys
BlackRock’s iShares Expanded Tech Software Sector ETF (IGV) dropped 12.9% in three months as investors weigh AI’s impact on software valuations and subscription models.
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3 Articles
Oracle stock slides as Microsoft rout rattles software names; traders eye what’s next for ORCL
NEW YORK, Jan 29, 2026, 10:54 EST — Regular session Oracle shares dropped 5.6% to $163.09 on Thursday, extending the steep sell-off in the enterprise software sector. Investors weighed the latest big-tech earnings alongside fresh doubts over costly AI investments. This shift is key since Oracle straddles two tricky markets to value: steady, recurring enterprise software income and the capital-intensive race to boost AI-driven computing sales. At…
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Total News Sources3
Leaning Left1Leaning Right0Center1Last UpdatedBias Distribution50% Left, 50% Center
Bias Distribution
- 50% of the sources lean Left, 50% of the sources are Center
50% Center
L 50%
C 50%
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