Core Viewpoint - The banking sector is outperforming the broader market despite concerns about potential losses from software companies due to recent developments in artificial intelligence [1][9]. Group 1: Banking Sector Performance - Traditional financial institutions have seen steady gains while tech stocks have been declining [2]. - Large and regional bank stocks have increased over the last month, while the S&P Software Index has dropped more than 20% [9][12]. - The KBW Nasdaq Bank Index is up over 2% in the last month, and the KBW Nasdaq Regional Bank Index has risen nearly 11% [12]. Group 2: Exposure to Software Sector - It is challenging to determine the extent of banks' exposure to the software sector, as many do not break down their loan portfolios by sector [3]. - Bank of America reported approximately $14.6 billion in utilized loans to the software industry, representing about 1.8% of its total utilized commercial credit exposure as of September 30, 2025 [4]. - Analyst estimates suggest that tech loans constitute less than 3% of total loan books across the banking industry [4]. Group 3: Historical Context and Investor Behavior - The banking sector's relative stability is reminiscent of its performance after the dot-com bubble burst in 2000, where banks largely remained unscathed despite some credit losses [9][13]. - Investors are currently seeking refuge in the banking sector due to its predictability and lower disruption risk compared to the volatile tech sector [11][13]. - The influx of new investors into the banking sector has contributed to its recent outperformance [14][15].

STAMFORD, Conn.--(BUSINESS WIRE)---- $III #AI--Telecom, media and entertainment companies are adopting integrated, cloud-native platforms for higher efficiency and faster time to market, ISG says. ...

STAMFORD, Conn.--(BUSINESS WIRE)---- $III #earningsdates--Information Services Group (Nasdaq: III) said it will report its fourth-quarter results on March 5, 2026, and hold a call with analysts on March 6. ...

PARIS--(BUSINESS WIRE)---- $III #AI--Enterprises in France increasingly consider AI-driven innovation and cost optimization essential in cloud service engagements, ISG says. ...

Core Insights - Telecom and media firms in EMEA are experiencing increasingly interconnected digital environments due to the influence of AI, cloud, and 5G technologies [1] Group 1 - The operating models of telecom and media companies are being reshaped by advancements in AI, cloud computing, and 5G [1]

I analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles, as those are considered short theses, and I never recommend shorting.I was initially interested in a career in politics, but after reaching a dead-end in 2019 and seeing the financial drain this posed, I choose a path that would make my money work for me and protect me from more setbacks. This brought me to study value investing, in order to grow wealth with risk management in mind.From 2 ...

STAMFORD, Conn.--(BUSINESS WIRE)---- $III #AI--Manufacturers are embedding digital systems in design, production and service operations to address business and technology challenges, ISG says. ...

He said that Warsh has been openly opposed to interventionism by the U.S. Federal Reserve and advocates that the U.S. central bank focus on the “real economy.”“With the refocus on the real economy, I think the market’s taking that as a Fed that’s going to be less supportive of asset prices in general,” Goulding said.The S&P/TSX composite index was up 204.72 points at 32,388.60.In New York, the Dow Jones industrial average was down 166.67 points at 49,240.99. The S&P 500 index was down 58.63 points at 6,917. ...

STAMFORD, Conn.--(BUSINESS WIRE)--Information Services Group (ISG) (Nasdaq: III), a global AI- centered technology research and advisory firm, has launched a research study examining service providers helping enterprises redesign business processes using Microsoft's AI-embedded platforms. Enterprises around the world are seeking Microsoft partners that can address key AI-related challenges such as cultural shifts, trust, large-scale adoption and return on investment. They are focused on becoming human-led, ...

STAMFORD, Conn.--(BUSINESS WIRE)---- $III #AI--ISG said today that submissions to its ISG Case Study Research Program grew 35 percent in 2025, showing rising demand for enterprise transformation. ...