Why Are Software Stocks Down?

Software stocks have gotten off to a rocky start to begin 2026. As of this writing, both the S&P 500 and Nasdaq Composite are essentially breakeven on the year. While that performance may seem mundane, it's held up far better than the software industry. The iShares Expanded Tech-Software ETF has plummeted by 20% so far this year. I'll dig into some of the key factors plaguing software stocks right now. Is this an opportunity to buy the dip, or is the artificial intelligence (AI) software trade a falling ...