Software Stocks Keep Falling. ‘Disruption Creates Opportunities for Investors,’ Argues Apollo’s Sløk.
Barrons·2026-02-23 15:42
Group 1 - Software stocks are experiencing a significant decline, with the iShares Expanded Tech-Software Sector ETF down 4.6% on Monday after a series of sharp falls in recent weeks [1] - The decline in software stocks is attributed to the dual pressures of artificial intelligence threats and increased capital costs due to the Federal Reserve's rate hikes in 2022 [1]