software sector
Coverage of software sector in the Nexus archive.
- 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.