$IGV News

Last published 1mo ago

1mo agoCRM CRWD GLW HD+7Software roared back last quarter. Cramer says these stocks can keep climbingCNBCSoftware stocks bounced back from their AI-driven sell-off, while chip stocks cooled after a massive first-half run.
2mo agoIGV FIG CRM ADBE+4Salesforce leads software rally, rocketing 20% on track for second-best day everCNBCSalesforce reported a strong beat on second-quarter earnings and announced an expanded AI partnership with Anthropic.
3mo agoBSP FIG TWLO NET+6‘SaaSpocalypse’ debate intensifies as software stocks swing wildlyCNBCThis week saw massive moves in both directions for software stocks, as investors try to figure out which names are best insulated from artificial intelligence.
3mo agoIGV IBM SBUXIBM's Krishna tries to reassure investors that AI won't disrupt company's software unitCNBCIBM's CEO highlighted growing mainframe hardware capacity, and said software should "catch back up" within a year.
4mo agoIGV ORCL AMZN MSFT+1Oracle stock has worst week since 2001 dot-com bust as AI financing concerns escalateCNBCOracle's surging spending, negative free cash flow and $130 billion debt pile are weighing on the stock.
5mo agoIGV SHOP SNOW OKTA+7Software stocks wrap up best month since 2001 as talk of 'SaaSpocalypse' subsidesCNBCSnowflake and Okta both saw record stock pops this week as investors found favor in their AI software strategies.
5mo agoSMH IGV SOXX NVDA+6Jim Cramer says the world of tech investing has changed and it's not going backCNBCCNBC's Jim Cramer said semiconductor and AI infrastructure stocks have replaced software as the market's technology leaders.
6mo agoCRM PLTR SNOW DDOG+4AI talent war: Software industry is a new target as top executives jump ship to OpenAICNBCSoftware giants are seeing their worst stock performance in years on fears of AI disruption. Now they have a new problem.
6mo agoIGV IBM NOW CRM+10Software stocks plunge on ServiceNow, IBM results as AI fears escalateCNBCShares of ServiceNow sank over 16%, dragging down other software names like Salesforce, Workday and Oracle with it.
6mo agoORCL MSFT AMD IGV+8AMD, Oracle, Microsoft and the IGV lead a monster week for tech stocksCNBCOracle, AMD and Microsoft are on pace for historic weeks, while Intel, Broadcom, Micron, Marvell and ON Semiconductor are all roaring in April.
7mo agoIGVCEOs are betting AI will augment work rather than displace all workersCNBCPanelists at the Semafor World Economy conference said artificial intelligence can supplement the work that's already done, improving its quantity and quality.
7mo agoIGV BE ORCL AEP+1Oracle expands Bloom Energy deal days after receiving $400 million stock warrantCNBCLast week Oracle received a warrant to buy nearly $400 million in Bloom Energy's stock, which jumped on Monday after the companies announced an expanded deal.
7mo agoIGV APO INTU HUBS+1Apollo's Sambur says software's AI troubles will persist, noting the 'very large unknowns'CNBCWall Street has seen positive sign with the recent rebound in the IGV Software ETF, but it is still down 20% this year.
7mo agoIGV APOOrlando Bravo says some software names hit by AI deserve a valuation cutCNBCThe Thoma Bravo co-founder said that some of the software stocks getting hit by the AI wave deserve a lower valuation.
8mo agoCRWV GOOGL IGV AMZNCoreWeave beats revenue projections as backlog swells to nearly $67 billionCNBCCoreWeave is now sitting on a backlog of nearly $67 billion in revenue, with business from Meta and OpenAI.
8mo agoGOOGL DOCU IGVAnthropic updates Claude Cowork tool built to give the average office worker a productivity boostCNBCCompanies can connect Claude Cowork to existing tools like Google Drive, Gmail and DocuSign.
8mo agoRNG FIVN IGV TEAM+4Beaten-down software stocks RingCentral and Five9 rally as earnings quell some AI concernsCNBCSoftware stocks have been in sell-off mode in recent weeks on fears that new AI tools will uproot their longstanding business models.
8mo agoFIG IGVFigma shares climb on earnings beat, but analysts note that AI risk remainsCNBCFigma's revenue grew 40% year over year to $303.8 million during the period.
8mo agoPANW IGVPalo Alto shares sink 8%, CEO defends cybersecurity's position as AI hits software stocksCNBCPalo Alto has bet big on AI in recent months and launched an aggressive acquisition spree that included buying CyberArk for $25 billion.
8mo agoIGVMore than 50% of enterprise software could switch to AI, Mistral CEO saysCNBCSoftware stocks have sold off on fears AI could eat into so-called software as a service, or SaaS, business models.
8mo agoGOOGL IGVAnthropic releases Claude Sonnet 4.6, continuing breakneck pace of AI model releasesCNBCClaude Sonnet 4.6 is more consistent with coding and is better at following coding instructions, Anthropic said.
8mo agoFIG IGV CRM NOW+1Figma partners with Anthropic to turn AI-generated code into editable designsCNBCFigma has been caught in the software stock selloff that has sent names like Salesforce, ServiceNow, and Intuit plummeting.
9mo agoMICS CHRW RXO EXPD+15Trucking and real estate stocks struggle to gain momentum in premarket after becoming latest victims of AI fearsCNBCAI fears gripped equity markets once more to trigger a fresh sell-off on Thursday.
9mo agoAMZN IGV ADBE INTU+4AWS CEO Garman says software AI fears are 'overblown'CNBCAmazon's cloud business is seeing faster growth than expected, and its margin is widening.
9mo agoMNDY IGVMonday.com drops 19% as AI disruption fears mount in softwareCNBCSoftware companies are facing mounting pressure from disruptive AI tools threatening to replace them.
9mo agoSTLA IGV MAGS .IXIC+9Bitcoin's rough week, Amazon's plunge, Super Bowl ads and more in Morning SquawkCNBCHere are five key things investors need to know to start the trading day.
9mo ago.SPX .IXIC .DJI AMD+14Jim Cramer says the tech sell-off proves why this old investing rule still mattersCNBCTech is not the only investable part of the market, CNBC's Jim Cramer stressed Wednesday.
9mo ago.SPX IGV NOW MSFT+3Trump picks Warsh, Apple earnings, the software bear market and more in Morning SquawkCNBCHere are five key things investors need to know to start the trading day.
9mo agoMSFT IGV METAMicrosoft lost $357 billion in market cap as stock plunged most since 2020CNBCAs investors sold shares of Microsoft on Thursday, the $3.2 trillion company dragged down the software complex and the S&P 500 index.
10mo agoAAPL MSFT GOOGL IGV+3AI startup Replit launches feature to vibe code mobile appsCNBCReplit launched a feature that lets users create publishable mobile apps using just natural language prompts.
4y ago.SPX PFE MRK ARKK+1It looks like Santa Claus is on his way to stock investors in the week aheadCNBCAfter a period of turbulence, the decks may be cleared for a good old-fashioned Santa rally in the final week of 2021.
4y ago.VIX .SPX .DJI .IXIC+1Market history says omicron volatility isn't a reason for investors to sellCNBCLast Friday's VIX spike of 54% on the omicron variant emergence has been followed by more big moves in the Dow, but VIX history says the bull market won't end.