Winning AI Trade Stalls While Investors Bet On Victims Instead

Investors seemed to have settled on the idea chipmakers will profit the most from AI — while eating the lunch of software firms. But that theory is starting to break apart.

Investors Business Daily • Oct 22, 2026

AI's Great Rotation: When Users Beat Builders

Fall is officially underway, heralding a season of change — and what a difference three months makes. The past quarter brought a dramatic Federal Reserve policy pivot and notable shifts in market sentiment and ETF trends.

ETF Trends • Oct 20, 2026

Everyone Declared Software Dead in April. This ETF Is Up 41% Since Then.

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.

24/7 Wall Street • Oct 13, 2026

How to Play AI Theme With ETFs Amid Overvaluation Concerns?

CNBC's Cramer favors established AI winners despite valuation concerns. Here are ETFs offering diversified exposure to his top stock picks.

Zacks Investment Research • Oct 9, 2026

US software stocks scale fresh 2026 highs as AI disruption worries fade

US software stocks are touching fresh 2026 highs, supported by a sharp rise in earnings expectations, which according to several analysts indicate that fears over AI-led disruption in ​the sector were largely overstated.

Reuters • Oct 6, 2026

Software roared back last quarter. Cramer says these stocks can keep climbing

Software stocks came roaring back in the third quarter as fears that AI would disrupt traditional business models faded, with Salesforce, Microsoft, Workday and Veeva among the biggest winners. CNBC's Jim Cramer sees more upside for software leaders including Salesforce and Microsoft, while warning that higher interest rates are the biggest risk heading into the new quarter.

CNBC • Oct 1, 2026

The AI trade is evolving, says Clough Capital's Vince Lorusso

Vince Lorusso, Clough Capital Partners CEO, joins 'The Exchange' to discuss tech stocks, why he says the AI trade is evolving, what he expects from Micron earnings, and more.

CNBC Television • Sep 30, 2026

SOFTWARE STUMBLE: AI disruption fears hit stocks

Citi co-head of U.S. software equity research Tyler Radke discusses the impact of the artificial intelligence buildout and disruption fears on the sector on ‘Making Money.'

Fox Business • Sep 29, 2026

What Lies Ahead for Software Stocks & ETFs in AI Agent Economy?

AI agents could reshape the software industry, disrupting seat-based models while creating new revenue opportunities. Here's what lies ahead.

Zacks Investment Research • Sep 25, 2026

3 Software ETFs to Buy as the SaaSpocalypse Bottoms Out

IGV's sharp rebound signals the SaaSpocalypse is almost over, as AI adoption and strong software earnings revive the sector's recovery.

Zacks Investment Research • Sep 25, 2026