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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 memory should all benefit as agentic workloads multiply machine-to-machine activity.
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-year growth projections of around 20%.