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The past quarter brought shifts in market sentiment and ETF trends. Within equities, the most striking reversal occurred inside the AI trade.

Software stocks went from apocalypse to market leaders in six months, but the speed of that reversal raises a harder question than most investors are asking before the next earnings season.

CNBC's Cramer favors established AI winners despite valuation concerns. Here are ETFs offering diversified exposure to his top stock picks.

The build-out phase is ending. The next phase involves figuring out how it all links together.

Meta's Muse has accelerated the shift from conversational AI toward consumer-facing agents that can search, browse, transact and act on users' behalf. I believe the biggest opportunity sits below the interface: edge infrastructure, CPUs, observability and m...

IGV's sharp rebound signals the SaaSpocalypse is almost over, as AI adoption and strong software earnings revive the sector's recovery.

AI agents could reshape the software industry, disrupting seat-based models while creating new revenue opportunities. Here's what lies ahead.

The current valuation premium for the semiconductor sector (SOXX) is unjustifiably high versus software (IGV) and the broader market (SPY or QQQ). SOXX trades at a P/E of 68.79, roughly double IGV's 36.15 and more than double SPY's 26.28, despite similar 5-...

A potential AI slowdown could shift investor focus from capital-intensive chipmakers toward software, cybersecurity and established tech platforms.

Ritholtz Wealth Management CEO Josh Brown and colleague Sean Russo used their latest “The Best Stocks in the Market” column at CNBC to stake out a clear position on security software: four names earn a spot, two do not.

Software spending continues to grow, with extra tailwinds in many cases thanks to AI, and a recent spate of earnings wins affirms this. Of course, as the landscape shifts with the influx of AI and the threat of a "SaaSpocalypse" that could eliminate or redu...

Software stocks have lagged badly as AI development threatened to make them irrelevant. Over the past three months, software and cybersecurity stocks have significantly outperformed.

Software leaders like Salesforce, ServiceNow, Palantir, and HubSpot are dispelling AI monetization fears, as software has emerged from the ashes. CRM's AIForce offering enables seamless Anthropic integration, creating new monetization levers and reinforcing...

Software helped keep the tech trade alive. But you had to be quick to profit.

Recent events indicate that the internal AI security efforts of model developers and enterprises may not be enough to control the new cybersecurity risks posed by these frontier models. 80% of chief information security officers (CISOs) surveyed by Boston C...

Investors yanked $700 million from the top software ETF in a single session, and within hours a major earnings report threatened to make that timing look catastrophic.

Earlier this year, a fear psychosis had gripped investors that advances in AI would replace software firms, and the sector was all but written off. Anthropic's launch of new plugins for its Claude Cowork system in February sparked a global selloff in softwa...

August was a good month for tech stocks, especially software companies that had slumped earlier in the year.

The AI trade is entering a new phase. After years of infrastructure spending, the focus is shifting toward software that can turn computing power into revenue and productivity.