What if the pessimists are wrong about software companies right now?Here is the bull case for software stocks... https://t.co/HaysJCs3PK ...

Core Viewpoint - Software stocks are currently outperforming the broader market, but caution is advised as market conditions remain volatile [1] Group 1: Market Performance - The iShares Expanded Tech-Software Sector ETF (IGV) experienced a decline of 1% on Tuesday, which is relatively stable compared to the broader market [1] - The S&P 500 index fell by 2.3%, while the tech sector within the S&P 500 dropped by 2.4% [1] - The Nasdaq Composite index saw a decrease of 2.6%, indicating a challenging environment for technology stocks overall [1]

Core Viewpoint - Software stocks are currently in bear market territory, with major companies in the industry preparing to report their earnings, indicating potential volatility and investor concern about future performance [1] Group 1: Market Condition - The software sector is experiencing a bear market, reflecting a decline in stock prices and investor sentiment [1] - Major software companies are on the verge of releasing their earnings reports, which could significantly impact market perceptions and stock valuations [1] Group 2: Earnings Expectations - Anticipation is building around the earnings reports of key players in the software industry, which may reveal insights into their financial health and growth prospects [1] - The upcoming earnings announcements are critical as they may influence market trends and investor strategies moving forward [1]

If the fiat system is $800 trillion and Bitcoin is $2 trillion, there's a rotation that'll happen. And that's why deflation equals delever, delever equals Bitcoin to go higher as part of the rotation. Whether it's 70,000, 100,000, 40,000 is not the equation.The equation that I care about in the chart that I'm looking at is Bitcoin relative to software. When that starts to go higher, everything changes for me. What's going on, guys.Today, we've got a great conversation with Jordi Visser. This one gets very d ...

Core Viewpoint - Traders seeking significant gains must embrace risk, particularly in the software sector, which is currently seen as a worthwhile investment opportunity [1] Group 1 - The software industry presents a favorable environment for risk-taking, suggesting potential for high returns [1]

Good Thursday morning. If you have been watching me since 9:00 a. m., you should know already that I'm uh I'm in a mood today. Pretty on fire. Tune in.Here is one of the only things I care about in markets today. It's not yesterday's job report. It's not even the CPI data out tomorrow. It's the route in software stocks. It's unrelenting.And since I'm getting asked a lot about what's going on to happen or what could happen next to these stocks, here is what I want to offer you right now. One, there are thous ...

LATEST: 📊 Grayscale says Bitcoin is trading more like software stocks than gold, with BTC's drop to $60,000 likely a result of broad derisking of growth-oriented portfolios. https://t.co/cywwTNFgfL ...

It's Tuesday morning for markets. I'm Yahoo Finance executive editor Brian Sazi coming to you from Yahoo Finance HQ in New York City. Before I welcome on my special guest for today and fire off hot takes on this Google 100-year bond sale and stale Coca-Cola earnings report.I can't stop thinking about my chat last night with Chipotle CEO Scott Boatite. Scott taking heavy fire on social media for comments people thought he made on last week's earnings call about raising prices on higher income diners. The thi ...

Welcome to Morning Brief. I'm Julie Hyman. Here's what you need to know today.First up, US stocks are trading near record highs ahead of key economic data, including the US jobs report and the latest read on inflation. This morning, we already got an economic data report. Retail sales from December showing no growth.And we're going to talk much more about the state of the consumer throughout the show. Plus, investors are betting on another century of Google parent Alphabet. According to reports, Alphabet se ...

Investors are running from software stocks, leaving TSX tech subindex at its lowest level since May 2025. Read more in the Canada Daily newsletter. https://t.co/5Q8Ku4tfDj ...