software sector
Coverage of software sector in the Nexus archive.
- This global equity fund boasts a 150% five-year return for investors, despite holding few U.S. stocks
A global equity fund managed by Ranmore Funds has achieved a 150% five-year return, primarily avoiding U.S. stocks. The fund's CIO is reconsidering U.S. investments due to undervalued software sector opportunities.
- Buyout groups hunt for software bargains after ‘SaaS-pocalypse’
Buyout groups are seeking software bargains following the 'SaaS-pocalypse.' Francisco Partners co-founder Dipanjan 'DJ' Deb notes that AI will benefit some players but will not eliminate the software sector.
- IBM’s warning sows anxiety for investors
IBM issued its first profit warning in over two decades, causing a 25% drop in its shares and erasing $70 billion in market value. CEO Arvind Krishna attributed the decline to customers shifting budgets from software to hardware amid supply chain disruptions. Shares of Adobe and Salesforce also fell despite not reporting earnings yet.
- Adobe’s CFO is departing for Marvell. And it’s one more reason for investors to choose chips over software.
Adobe’s CFO is departing for Marvell, which is cited as a reason for investors to prioritize chips over software. The software sector is struggling amid concerns about surviving in the AI era.
- Did Trump spark an IBM stock rally? It’s complicated.
IBM experienced strong stock momentum Monday as the software sector continues its comeback. The article questions whether Trump influenced IBM's stock rally but does not confirm a direct link.
- China, India show varying economic impact of AI development
China's optical-communication companies are benefiting from high demand for AI infrastructure hardware like lasers and optical fibers, while India's software sector faces challenges due to AI replacing programmers and a lack of domestic AI infrastructure. Foreign investors are reducing exposure to India's stock market as a result.
- Iranian Hackers Deploy MiniFast and MiniJunk V2 via Phishing and SEO Poisoning
Iranian state-sponsored hackers, part of the Nimbus Manticore group, are deploying MiniFast and MiniJunk V2 malware through phishing and SEO poisoning attacks targeting aviation and software sectors in the U.S., Europe, and the Middle East. The campaign follows a U.S.-Israeli military operation against Iran in late February 2026.
- Tech’s ‘New Normal’ Trade Pair: Long Chip Stock, Short Software
The article discusses a shift in tech investment strategies where investors are increasingly favoring chip stocks while reducing bets on software. This 'new normal' trade pair reflects changing market dynamics and sector performance expectations in the technology industry.