http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Thu, 27 Aug 2026 06:16:32 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Options/Ishares+S%26p+Software+Index+Fund+%28IGV%29+call+put+ratio+1+call+to+1.8+puts+amid+price+movement/26984257.html <p>Ishares S&p Software Index Fund (NYSE: IGV) 30-day option implied volatility is at 31; compared to its 52-week of 20 to 45. Call put ratio 1 call to 1.8 puts amid price movement.</p> http://www.streetinsider.com/Options/Ishares+S%26p+Software+Index+Fund+%28IGV%29+call+put+ratio+1+call+to+1.8+puts+amid+price+movement/26984257.html Thu, 27 Aug 2026 06:16:32 -0400 IGV http://www.streetinsider.com/Options/Ishares+S%26p+Software+Index+Fund+%28IGV%29+spreader+of+17491+contracts+of+September+85+and+December+95+puts/26924175.html <p>Ishares S&p Software Index Fund (NYSE: IGV) 30-day option implied volatility is at 33; compared to its 52-week of 20 to 45. Call put ratio 1.1 calls to 1 put amid a spreader of 17491 contracts of September 85 and December 95 puts. </p> http://www.streetinsider.com/Options/Ishares+S%26p+Software+Index+Fund+%28IGV%29+spreader+of+17491+contracts+of+September+85+and+December+95+puts/26924175.html Fri, 14 Aug 2026 06:16:05 -0400 IGV http://www.streetinsider.com/Investing/Atlassian+results+seen+as+%27game+changer%27+for+AI+kills+software+worries/26887790.html <p data-pm-slice="1 1 []">Investing.com -- Atlassian (NASDAQ: TEAM) is indicated 31% higher in pre-market trading on Friday after the enterprise software maker posted fiscal fourth-quarter revenue of $1.77 billion, a 28% year-over-year gain that blew past analyst consensus of $1.66 billion by 6.4%.</p><p>The results carry implications well beyond Atlassian itself. Enterprise software stocks have been among the year's hardest-hit groups on fears that AI would displace traditional collaboration and productivity tools, and TEAM's print is now being read as a sector-wide inflection point, potentially benefiting direct peers such as <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Datadog</span></span> (NASDAQ: DDOG) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Snowflake</span></span> http://www.streetinsider.com/Investing/Atlassian+results+seen+as+%27game+changer%27+for+AI+kills+software+worries/26887790.html Fri, 07 Aug 2026 08:06:05 -0400 DDOG IGV QQQ SNOW SPY TEAM http://www.streetinsider.com/Investing/Atlassian+results+seen+as+%27game+changer%27+for+AI+kills+software+worries/26887790.html <p data-pm-slice="1 1 []">Investing.com -- Atlassian (NASDAQ: TEAM) is indicated 31% higher in pre-market trading on Friday after the enterprise software maker posted fiscal fourth-quarter revenue of $1.77 billion, a 28% year-over-year gain that blew past analyst consensus of $1.66 billion by 6.4%.</p><p>The results carry implications well beyond Atlassian itself. Enterprise software stocks have been among the year's hardest-hit groups on fears that AI would displace traditional collaboration and productivity tools, and TEAM's print is now being read as a sector-wide inflection point, potentially benefiting direct peers such as <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Datadog</span></span> (NASDAQ: DDOG) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Snowflake</span></span> http://www.streetinsider.com/Investing/Atlassian+results+seen+as+%27game+changer%27+for+AI+kills+software+worries/26887790.html Fri, 07 Aug 2026 08:06:05 -0400 DDOG IGV QQQ SNOW SPY TEAM http://www.streetinsider.com/Investing/Atlassian+results+seen+as+%27game+changer%27+for+AI+kills+software+worries/26887790.html <p data-pm-slice="1 1 []">Investing.com -- Atlassian (NASDAQ: TEAM) is indicated 31% higher in pre-market trading on Friday after the enterprise software maker posted fiscal fourth-quarter revenue of $1.77 billion, a 28% year-over-year gain that blew past analyst consensus of $1.66 billion by 6.4%.</p><p>The results carry implications well beyond Atlassian itself. Enterprise software stocks have been among the year's hardest-hit groups on fears that AI would displace traditional collaboration and productivity tools, and TEAM's print is now being read as a sector-wide inflection point, potentially benefiting direct peers such as <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Datadog</span></span> (NASDAQ: DDOG) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Snowflake</span></span> http://www.streetinsider.com/Investing/Atlassian+results+seen+as+%27game+changer%27+for+AI+kills+software+worries/26887790.html Fri, 07 Aug 2026 08:06:05 -0400 DDOG IGV QQQ SNOW SPY TEAM http://www.streetinsider.com/Investing/Atlassian+results+seen+as+%27game+changer%27+for+AI+kills+software+worries/26887790.html <p data-pm-slice="1 1 []">Investing.com -- Atlassian (NASDAQ: TEAM) is indicated 31% higher in pre-market trading on Friday after the enterprise software maker posted fiscal fourth-quarter revenue of $1.77 billion, a 28% year-over-year gain that blew past analyst consensus of $1.66 billion by 6.4%.</p><p>The results carry implications well beyond Atlassian itself. Enterprise software stocks have been among the year's hardest-hit groups on fears that AI would displace traditional collaboration and productivity tools, and TEAM's print is now being read as a sector-wide inflection point, potentially benefiting direct peers such as <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Datadog</span></span> (NASDAQ: DDOG) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Snowflake</span></span> http://www.streetinsider.com/Investing/Atlassian+results+seen+as+%27game+changer%27+for+AI+kills+software+worries/26887790.html Fri, 07 Aug 2026 08:06:05 -0400 DDOG IGV QQQ SNOW SPY TEAM http://www.streetinsider.com/Investing/Atlassian+results+seen+as+%27game+changer%27+for+AI+kills+software+worries/26887790.html <p data-pm-slice="1 1 []">Investing.com -- Atlassian (NASDAQ: TEAM) is indicated 31% higher in pre-market trading on Friday after the enterprise software maker posted fiscal fourth-quarter revenue of $1.77 billion, a 28% year-over-year gain that blew past analyst consensus of $1.66 billion by 6.4%.</p><p>The results carry implications well beyond Atlassian itself. Enterprise software stocks have been among the year's hardest-hit groups on fears that AI would displace traditional collaboration and productivity tools, and TEAM's print is now being read as a sector-wide inflection point, potentially benefiting direct peers such as <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Datadog</span></span> (NASDAQ: DDOG) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Snowflake</span></span> http://www.streetinsider.com/Investing/Atlassian+results+seen+as+%27game+changer%27+for+AI+kills+software+worries/26887790.html Fri, 07 Aug 2026 08:06:05 -0400 DDOG IGV QQQ SNOW SPY TEAM http://www.streetinsider.com/Investing/Atlassian+results+seen+as+%27game+changer%27+for+AI+kills+software+worries/26887790.html <p data-pm-slice="1 1 []">Investing.com -- Atlassian (NASDAQ: TEAM) is indicated 31% higher in pre-market trading on Friday after the enterprise software maker posted fiscal fourth-quarter revenue of $1.77 billion, a 28% year-over-year gain that blew past analyst consensus of $1.66 billion by 6.4%.</p><p>The results carry implications well beyond Atlassian itself. Enterprise software stocks have been among the year's hardest-hit groups on fears that AI would displace traditional collaboration and productivity tools, and TEAM's print is now being read as a sector-wide inflection point, potentially benefiting direct peers such as <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Datadog</span></span> (NASDAQ: DDOG) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Snowflake</span></span> http://www.streetinsider.com/Investing/Atlassian+results+seen+as+%27game+changer%27+for+AI+kills+software+worries/26887790.html Fri, 07 Aug 2026 08:06:05 -0400 DDOG IGV QQQ SNOW SPY TEAM http://www.streetinsider.com/Trader+Talk/Atlassian+results+seen+as+%27game+changer%27+for+AI+kills+software+worries/26887790.html <p data-pm-slice="1 1 []">Investing.com -- Atlassian (NASDAQ: TEAM) is indicated 31% higher in pre-market trading on Friday after the enterprise software maker posted fiscal fourth-quarter revenue of $1.77 billion, a 28% year-over-year gain that blew past analyst consensus of $1.66 billion by 6.4%.</p><p>The results carry implications well beyond Atlassian itself. Enterprise software stocks have been among the year's hardest-hit groups on fears that AI would displace traditional collaboration and productivity tools, and TEAM's print is now being read as a sector-wide inflection point, potentially benefiting direct peers such as <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Datadog</span></span> (NASDAQ: DDOG) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Snowflake</span></span> http://www.streetinsider.com/Trader+Talk/Atlassian+results+seen+as+%27game+changer%27+for+AI+kills+software+worries/26887790.html Fri, 07 Aug 2026 08:06:05 -0400 DDOG IGV QQQ SNOW SPY TEAM http://www.streetinsider.com/Trader+Talk/Atlassian+results+seen+as+%27game+changer%27+for+AI+kills+software+worries/26887790.html <p data-pm-slice="1 1 []">Investing.com -- Atlassian (NASDAQ: TEAM) is indicated 31% higher in pre-market trading on Friday after the enterprise software maker posted fiscal fourth-quarter revenue of $1.77 billion, a 28% year-over-year gain that blew past analyst consensus of $1.66 billion by 6.4%.</p><p>The results carry implications well beyond Atlassian itself. Enterprise software stocks have been among the year's hardest-hit groups on fears that AI would displace traditional collaboration and productivity tools, and TEAM's print is now being read as a sector-wide inflection point, potentially benefiting direct peers such as <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Datadog</span></span> (NASDAQ: DDOG) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Snowflake</span></span> http://www.streetinsider.com/Trader+Talk/Atlassian+results+seen+as+%27game+changer%27+for+AI+kills+software+worries/26887790.html Fri, 07 Aug 2026 08:06:05 -0400 DDOG IGV QQQ SNOW SPY TEAM http://www.streetinsider.com/Trader+Talk/Atlassian+results+seen+as+%27game+changer%27+for+AI+kills+software+worries/26887790.html <p data-pm-slice="1 1 []">Investing.com -- Atlassian (NASDAQ: TEAM) is indicated 31% higher in pre-market trading on Friday after the enterprise software maker posted fiscal fourth-quarter revenue of $1.77 billion, a 28% year-over-year gain that blew past analyst consensus of $1.66 billion by 6.4%.</p><p>The results carry implications well beyond Atlassian itself. Enterprise software stocks have been among the year's hardest-hit groups on fears that AI would displace traditional collaboration and productivity tools, and TEAM's print is now being read as a sector-wide inflection point, potentially benefiting direct peers such as <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Datadog</span></span> (NASDAQ: DDOG) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Snowflake</span></span> http://www.streetinsider.com/Trader+Talk/Atlassian+results+seen+as+%27game+changer%27+for+AI+kills+software+worries/26887790.html Fri, 07 Aug 2026 08:06:05 -0400 DDOG IGV QQQ SNOW SPY TEAM http://www.streetinsider.com/Trader+Talk/Atlassian+results+seen+as+%27game+changer%27+for+AI+kills+software+worries/26887790.html <p data-pm-slice="1 1 []">Investing.com -- Atlassian (NASDAQ: TEAM) is indicated 31% higher in pre-market trading on Friday after the enterprise software maker posted fiscal fourth-quarter revenue of $1.77 billion, a 28% year-over-year gain that blew past analyst consensus of $1.66 billion by 6.4%.</p><p>The results carry implications well beyond Atlassian itself. Enterprise software stocks have been among the year's hardest-hit groups on fears that AI would displace traditional collaboration and productivity tools, and TEAM's print is now being read as a sector-wide inflection point, potentially benefiting direct peers such as <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Datadog</span></span> (NASDAQ: DDOG) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Snowflake</span></span> http://www.streetinsider.com/Trader+Talk/Atlassian+results+seen+as+%27game+changer%27+for+AI+kills+software+worries/26887790.html Fri, 07 Aug 2026 08:06:05 -0400 DDOG IGV QQQ SNOW SPY TEAM http://www.streetinsider.com/Trader+Talk/Atlassian+results+seen+as+%27game+changer%27+for+AI+kills+software+worries/26887790.html <p data-pm-slice="1 1 []">Investing.com -- Atlassian (NASDAQ: TEAM) is indicated 31% higher in pre-market trading on Friday after the enterprise software maker posted fiscal fourth-quarter revenue of $1.77 billion, a 28% year-over-year gain that blew past analyst consensus of $1.66 billion by 6.4%.</p><p>The results carry implications well beyond Atlassian itself. Enterprise software stocks have been among the year's hardest-hit groups on fears that AI would displace traditional collaboration and productivity tools, and TEAM's print is now being read as a sector-wide inflection point, potentially benefiting direct peers such as <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Datadog</span></span> (NASDAQ: DDOG) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Snowflake</span></span> http://www.streetinsider.com/Trader+Talk/Atlassian+results+seen+as+%27game+changer%27+for+AI+kills+software+worries/26887790.html Fri, 07 Aug 2026 08:06:05 -0400 DDOG IGV QQQ SNOW SPY TEAM http://www.streetinsider.com/Trader+Talk/Atlassian+results+seen+as+%27game+changer%27+for+AI+kills+software+worries/26887790.html <p data-pm-slice="1 1 []">Investing.com -- Atlassian (NASDAQ: TEAM) is indicated 31% higher in pre-market trading on Friday after the enterprise software maker posted fiscal fourth-quarter revenue of $1.77 billion, a 28% year-over-year gain that blew past analyst consensus of $1.66 billion by 6.4%.</p><p>The results carry implications well beyond Atlassian itself. Enterprise software stocks have been among the year's hardest-hit groups on fears that AI would displace traditional collaboration and productivity tools, and TEAM's print is now being read as a sector-wide inflection point, potentially benefiting direct peers such as <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Datadog</span></span> (NASDAQ: DDOG) and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Snowflake</span></span> http://www.streetinsider.com/Trader+Talk/Atlassian+results+seen+as+%27game+changer%27+for+AI+kills+software+worries/26887790.html Fri, 07 Aug 2026 08:06:05 -0400 DDOG IGV QQQ SNOW SPY TEAM http://www.streetinsider.com/Investing/Software+catches+a+bid+as+investors+rotate+ahead+of+Palantir+earnings/26854349.html <p>Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.</p><p id="p-rc_168e8bbfaa417772-50" data-path-to-node="4">Adding fuel to Microsoft’s rally, Goldman Sachs officially added the tech giant to its prestigious U.S. Conviction List in its August update today. In a note to clients, Goldman analyst Gabriela Borges highlighted Microsoft’s prime positioning as the AI narrative shifts from building infrastructure to "the http://www.streetinsider.com/Investing/Software+catches+a+bid+as+investors+rotate+ahead+of+Palantir+earnings/26854349.html Mon, 03 Aug 2026 08:20:50 -0400 CRWD IGV MSFT NOW PANW PLTR http://www.streetinsider.com/Investing/Software+catches+a+bid+as+investors+rotate+ahead+of+Palantir+earnings/26854349.html <p>Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.</p><p id="p-rc_168e8bbfaa417772-50" data-path-to-node="4">Adding fuel to Microsoft’s rally, Goldman Sachs officially added the tech giant to its prestigious U.S. Conviction List in its August update today. In a note to clients, Goldman analyst Gabriela Borges highlighted Microsoft’s prime positioning as the AI narrative shifts from building infrastructure to "the http://www.streetinsider.com/Investing/Software+catches+a+bid+as+investors+rotate+ahead+of+Palantir+earnings/26854349.html Mon, 03 Aug 2026 08:20:50 -0400 CRWD IGV MSFT NOW PANW PLTR http://www.streetinsider.com/Investing/Software+catches+a+bid+as+investors+rotate+ahead+of+Palantir+earnings/26854349.html <p>Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.</p><p id="p-rc_168e8bbfaa417772-50" data-path-to-node="4">Adding fuel to Microsoft’s rally, Goldman Sachs officially added the tech giant to its prestigious U.S. Conviction List in its August update today. In a note to clients, Goldman analyst Gabriela Borges highlighted Microsoft’s prime positioning as the AI narrative shifts from building infrastructure to "the http://www.streetinsider.com/Investing/Software+catches+a+bid+as+investors+rotate+ahead+of+Palantir+earnings/26854349.html Mon, 03 Aug 2026 08:20:50 -0400 CRWD IGV MSFT NOW PANW PLTR http://www.streetinsider.com/Investing/Software+catches+a+bid+as+investors+rotate+ahead+of+Palantir+earnings/26854349.html <p>Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.</p><p id="p-rc_168e8bbfaa417772-50" data-path-to-node="4">Adding fuel to Microsoft’s rally, Goldman Sachs officially added the tech giant to its prestigious U.S. Conviction List in its August update today. In a note to clients, Goldman analyst Gabriela Borges highlighted Microsoft’s prime positioning as the AI narrative shifts from building infrastructure to "the http://www.streetinsider.com/Investing/Software+catches+a+bid+as+investors+rotate+ahead+of+Palantir+earnings/26854349.html Mon, 03 Aug 2026 08:20:50 -0400 CRWD IGV MSFT NOW PANW PLTR http://www.streetinsider.com/Investing/Software+catches+a+bid+as+investors+rotate+ahead+of+Palantir+earnings/26854349.html <p>Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.</p><p id="p-rc_168e8bbfaa417772-50" data-path-to-node="4">Adding fuel to Microsoft’s rally, Goldman Sachs officially added the tech giant to its prestigious U.S. Conviction List in its August update today. In a note to clients, Goldman analyst Gabriela Borges highlighted Microsoft’s prime positioning as the AI narrative shifts from building infrastructure to "the http://www.streetinsider.com/Investing/Software+catches+a+bid+as+investors+rotate+ahead+of+Palantir+earnings/26854349.html Mon, 03 Aug 2026 08:20:50 -0400 CRWD IGV MSFT NOW PANW PLTR http://www.streetinsider.com/Investing/Software+catches+a+bid+as+investors+rotate+ahead+of+Palantir+earnings/26854349.html <p>Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.</p><p id="p-rc_168e8bbfaa417772-50" data-path-to-node="4">Adding fuel to Microsoft’s rally, Goldman Sachs officially added the tech giant to its prestigious U.S. Conviction List in its August update today. In a note to clients, Goldman analyst Gabriela Borges highlighted Microsoft’s prime positioning as the AI narrative shifts from building infrastructure to "the http://www.streetinsider.com/Investing/Software+catches+a+bid+as+investors+rotate+ahead+of+Palantir+earnings/26854349.html Mon, 03 Aug 2026 08:20:50 -0400 CRWD IGV MSFT NOW PANW PLTR http://www.streetinsider.com/Trader+Talk/Software+catches+a+bid+as+investors+rotate+ahead+of+Palantir+earnings/26854349.html <p>Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.</p><p id="p-rc_168e8bbfaa417772-50" data-path-to-node="4">Adding fuel to Microsoft’s rally, Goldman Sachs officially added the tech giant to its prestigious U.S. Conviction List in its August update today. In a note to clients, Goldman analyst Gabriela Borges highlighted Microsoft’s prime positioning as the AI narrative shifts from building infrastructure to "the http://www.streetinsider.com/Trader+Talk/Software+catches+a+bid+as+investors+rotate+ahead+of+Palantir+earnings/26854349.html Mon, 03 Aug 2026 08:20:50 -0400 CRWD IGV MSFT NOW PANW PLTR http://www.streetinsider.com/Trader+Talk/Software+catches+a+bid+as+investors+rotate+ahead+of+Palantir+earnings/26854349.html <p>Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.</p><p id="p-rc_168e8bbfaa417772-50" data-path-to-node="4">Adding fuel to Microsoft’s rally, Goldman Sachs officially added the tech giant to its prestigious U.S. Conviction List in its August update today. In a note to clients, Goldman analyst Gabriela Borges highlighted Microsoft’s prime positioning as the AI narrative shifts from building infrastructure to "the http://www.streetinsider.com/Trader+Talk/Software+catches+a+bid+as+investors+rotate+ahead+of+Palantir+earnings/26854349.html Mon, 03 Aug 2026 08:20:50 -0400 CRWD IGV MSFT NOW PANW PLTR http://www.streetinsider.com/Trader+Talk/Software+catches+a+bid+as+investors+rotate+ahead+of+Palantir+earnings/26854349.html <p>Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.</p><p id="p-rc_168e8bbfaa417772-50" data-path-to-node="4">Adding fuel to Microsoft’s rally, Goldman Sachs officially added the tech giant to its prestigious U.S. Conviction List in its August update today. In a note to clients, Goldman analyst Gabriela Borges highlighted Microsoft’s prime positioning as the AI narrative shifts from building infrastructure to "the http://www.streetinsider.com/Trader+Talk/Software+catches+a+bid+as+investors+rotate+ahead+of+Palantir+earnings/26854349.html Mon, 03 Aug 2026 08:20:50 -0400 CRWD IGV MSFT NOW PANW PLTR http://www.streetinsider.com/Trader+Talk/Software+catches+a+bid+as+investors+rotate+ahead+of+Palantir+earnings/26854349.html <p>Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.</p><p id="p-rc_168e8bbfaa417772-50" data-path-to-node="4">Adding fuel to Microsoft’s rally, Goldman Sachs officially added the tech giant to its prestigious U.S. Conviction List in its August update today. In a note to clients, Goldman analyst Gabriela Borges highlighted Microsoft’s prime positioning as the AI narrative shifts from building infrastructure to "the http://www.streetinsider.com/Trader+Talk/Software+catches+a+bid+as+investors+rotate+ahead+of+Palantir+earnings/26854349.html Mon, 03 Aug 2026 08:20:50 -0400 CRWD IGV MSFT NOW PANW PLTR http://www.streetinsider.com/Trader+Talk/Software+catches+a+bid+as+investors+rotate+ahead+of+Palantir+earnings/26854349.html <p>Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.</p><p id="p-rc_168e8bbfaa417772-50" data-path-to-node="4">Adding fuel to Microsoft’s rally, Goldman Sachs officially added the tech giant to its prestigious U.S. Conviction List in its August update today. In a note to clients, Goldman analyst Gabriela Borges highlighted Microsoft’s prime positioning as the AI narrative shifts from building infrastructure to "the http://www.streetinsider.com/Trader+Talk/Software+catches+a+bid+as+investors+rotate+ahead+of+Palantir+earnings/26854349.html Mon, 03 Aug 2026 08:20:50 -0400 CRWD IGV MSFT NOW PANW PLTR