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07-03

Correction is needed for long-term stability

Chip, Storage Shares Drop. SOXL, SanDisk Down Nearly 10%; Applied Materials Down 7%; Seagate Tech, WDC Down 6%; Micron, AMD Down 4%

07-03

This sounds good for Gold $XAU/USD(XAUUSD.FOREX)$

US Job Growth Misses Expectations in June; Unemployment Rate Falls to 4.2%

2025-02-16

Pa

Software Stocks Are on Fire. Here’s Why the Party Can Keep Going This Year

2024-08-30

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2024-01-24

Getr has gained 50% in pre market based on strong q3 performance and securing additional funds.

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SOXL, SanDisk down nearly 10%; Navitas down over 8%; Lam Research, Applied Materials down around 7%; Seagate Tech, Western Digital down 6%; Micron, AMD down 4%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bda5a085edc9220de35debe185c38512\" data-align=\"center\" tg-width=\"933\" tg-height=\"714\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chip, Storage Shares Drop. 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SOXL, SanDisk Down Nearly 10%; Applied Materials Down 7%; Seagate Tech, WDC Down 6%; Micron, AMD Down 4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-07-02 22:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Chip, storage shares fell on Thursday. SOXL, SanDisk down nearly 10%; Navitas down over 8%; Lam Research, Applied Materials down around 7%; Seagate Tech, Western Digital down 6%; Micron, AMD down 4%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bda5a085edc9220de35debe185c38512\" data-align=\"center\" tg-width=\"933\" tg-height=\"714\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDG":"Leverage Shares 2X Long SNDK Daily ETF","NVDW":"NVDA周配息ETF-Roundhill","AMUU":"2倍做多AMD ETF-Direxion","SNDQ":"Tradr 2X Short SNDK Daily ETF","NVDX":"2倍做多NVDA ETF-T-Rex","NVDA":"英伟达","SNDU":"T-Rex 2X Long SNDK Daily Target ETF","NVDY":"NVDA期权收益策略ETF-YieldMax","AMYY":"GraniteShares YieldBOOST AMD ETF","SMCX":"2倍做多SMCI ETF-Defiance","SMCY":"SMCI期权收益策略ETF-YieldMax","NVII":"Rex NVDA Growth & Income ETF","SNPX":"2倍做多SNPS ETF-Tradr","SMCZ":"2倍做空SMCI ETF-Defiance","GFS":"GLOBALFOUNDRIES Inc.","CRDU":"Tradr 2X Long CRDO Daily ETF","WDC":"西部数据","DIPS":"做空NVDA期权收益策略ETF-YieldMax","UCTT":"超科林半导体","QCOM":"高通","NVTS":"纳微半导体","SMH":"半导体指数ETF-HOLDRs","MRVL":"迈威尔科技","NXPI":"恩智浦","STM":"意法半导体","INTW":"2倍做多INTC ETF-GraniteShares","AVGG":"2倍做多AVGO ETF-Leverage Shares","AMD":"美国超微公司","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVTX":"2倍做多NVTS ETF-Tradr","AVGU":"2倍做多AVGO ETF-GraniteShares","SNXX":"Tradr 2X Long SNDK Daily ETF","ARM":"ARM Holdings","ASMG":"2倍做多ASML ETF- Leverage Shares","DAMD":"2倍做空AMD ETF-Defiance","NVYY":"GraniteShares YieldBOOST NVDA ETF","AVGW":"Roundhill AVGO WeeklyPay ETF","AVGX":"2倍做多AVGO ETF-Defiance","SIMO":"慧荣科技","ASML":"阿斯麦","LINT":"Direxion Daily INTC Bull 2X ETF","ASMU":"Direxion Daily ASML Bull 2X ETF","RMBS":"Rambus","ANV":"GraniteShares Autocallable NVDA ETF","SMCI":"超微电脑","MU":"美光科技","AMDD":"1倍做空AMD ETF-Direxion","ADI":"亚德诺","AMAT":"应用材料","AMDG":"2倍做多AMD ETF- Leverage Shares","LRCU":"2倍做多LRCX ETF-Tradr","LSCC":"莱迪思半导体","QRVO":"Qorvo, Inc.","KLAG":"Leverage Shares 2X Long KLAC Daily ETF","AMDL":"2倍做多AMD ETF-GraniteShares","ALAB":"Astera Labs, Inc.","KLAC":"科磊","AMBA":"安霸","AVL":"2倍做多AVGO ETF-Direxion","MVLL":"2倍做多MRVL ETF-GraniteShares","AMDU":"Defiance Leveraged Long + Income AMD ETF","LRCX":"拉姆研究","INTC":"英特尔","AMDW":"Roundhill AMD WeeklyPay ETF","SNDC":"Corgi SNDK 2x Daily ETF","STX":"希捷科技","AMDY":"AMD期权收益策略ETF-YieldMax","UMC":"联电","MCHP":"微芯科技","AVGO":"博通","SOXL":"三倍做多半导体ETF-Direxion Daily","SMTC":"先科电子","07388":"XI二南英伟","QCMD":"1倍做空QCOM ETF-Direxion","MUU":"2倍做多MU ETF-Direxion","QCML":"2倍做多QCOM ETF-GraniteShares","STSM":"Defiance Daily Target 2X Short TSM ETF","PXLW":"美国像素","QCMU":"2倍做多QCOM ETF-Direxion","SOXS":"三倍做空半导体ETF-Direxion Daily","ON":"安森美半导体","TSMZ":"1倍做空TSM ETF-Direxion","WOLF":"Wolfspeed Inc.","WDCX":"Tradr 2X Long WDC Daily ETF","AVS":"1倍做空AVGO ETF-Direxion","TSMY":"TSM期权收益策略ETF-YieldMax","TSMX":"2倍做多TSM ETF-Direxion","ARMG":"2倍做多ARM ETF- Leverage Shares","TSMU":"2倍做多TSM ETF-GraniteShares","TSM":"台积电","AMBQ":"Ambiq Micro","NVD":"2倍做空NVDA ETF-GraniteShares","HIMX":"奇景光电","NVDB":"ProShares Ultra NVDA ETF","MRVU":"Direxion Daily MRVL Bull 2X ETF","Q":"Qnity Electronics Inc","TSMG":"2倍做多TSM ETF- Leverage Shares","ARMW":"Roundhill ARM WeeklyPay ETF","NVDD":"1倍做空NVDA ETF-Direxion","LABX":"Tradr 2X Long ALAB Daily ETF","SNPS":"新思科技","NVDG":"2倍做多NVDA ETF- Leverage Shares","SMYY":"GraniteShares YieldBOOST SMCI ETF","CRDO":"Credo Technology Group Holding Ltd","TXN":"德州仪器","NVDL":"2倍做多NVDA ETF-GraniteShares","SNDK":"闪迪","ARMU":"2倍做多ARM ETF-T-REX","07788":"南方两倍做多英伟达","MUD":"1倍做空MU ETF-Direxion","SMCC":"2倍做多SMCI ETF-Corgi","NVDQ":"2倍做空NVDA ETF-T-Rex","MULL":"2倍做多MU ETF-GraniteShares","SWKS":"思佳讯","NVDS":"1.5倍做空NVDA ETF-Tradr","SOX":"费城半导体指数","SMCL":"2倍做多SMCI ETF-Graniteshares","NVDU":"2倍做多NVDA ETF-Direxion"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165531371","content_text":"Chip, storage shares fell on Thursday. SOXL, SanDisk down nearly 10%; Navitas down over 8%; Lam Research, Applied Materials down around 7%; Seagate Tech, Western Digital down 6%; Micron, AMD down 4%.","news_type":1,"symbols_score_info":{"ASMG":0.6,"SNDC":0.6,"WDCX":0.6,"MUD":0.6,"PSTG":2,"07788":0.6,"NVTX":0.6,"ARMG":0.6,"LINT":0.6,"AMBQ":2,"UMC":2,"SNPS":2,"SMH":2,"SNPX":0.6,"NVDG":0.6,"SOX":2,"QCOM":2,"DAMD":0.6,"SOXL":2,"SNDQ":0.6,"SNDU":0.6,"STSM":0.6,"NVDO":0.6,"QCML":0.6,"INTW":0.6,"NVDS":0.6,"HIMX":2,"QCMD":0.6,"QRVO":2,"AVGU":0.6,"AMYY":0.6,"NVDL":0.6,"LRCX":2,"NVDY":0.6,"SOXS":2,"NVTS":2,"SNDG":0.6,"AVGW":0.6,"TSMG":0.6,"SMCZ":0.6,"NVDU":0.6,"NVDB":0.6,"ASMU":0.6,"MCHP":2,"AMDW":0.6,"SMTC":2,"AVL":0.6,"AVGO":2,"KLAG":0.6,"TSMZ":0.6,"AMDL":0.6,"NVYY":0.6,"NVII":0.6,"MRVL":2,"PXLW":2,"NVDD":0.6,"MUU":0.6,"AMAT":2,"ARMW":0.6,"AMDG":0.6,"NVDQ":0.6,"NVDW":0.6,"AVGG":0.6,"GFS":2,"SNDK":2,"ON":2,"SMCY":0.6,"NVD":0.6,"ADI":2,"LRCU":0.6,"UCTT":2,"SMYY":0.6,"TSM":2,"WOLF":2,"NXPI":2,"SMCC":0.6,"ARMU":0.6,"RMBS":2,"ASML":2,"STX":2,"SNXX":0.6,"ANV":0.6,"INTC":2,"SMCX":0.6,"SMCI":2,"QCMU":0.6,"AMD":2,"STM":2,"NVDX":0.6,"DIPS":0.6,"LABX":0.6,"AVS":0.6,"07388":0.6,"CRDO":2,"AVGX":0.6,"NVDA":2,"AMUU":0.6,"MRVU":0.6,"AMDY":0.6,"MVLL":0.6,"CRDU":0.6,"Q":2,"ARM":2,"SWKS":2,"MU":2,"ALAB":2,"TXN":2,"SIMO":2,"AMDU":0.6,"AMDD":0.6,"MULL":0.6,"SMCL":0.6,"AMBA":2,"WDC":2,"TSMX":0.6,"TSMY":0.6,"KLAC":2,"TSMU":0.6,"LSCC":2}},"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581580516283720,"gmtCreate":1783017539418,"gmtModify":1783040016338,"author":{"id":"4154033614021142","authorId":"4154033614021142","name":"ISAM","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4154033614021142","authorIdStr":"4154033614021142"},"themes":[],"title":"","htmlText":"This sounds good for Gold&nbsp;<a href=\"https://ttm.financial/S/XAUUSD.FOREX\">$XAU/USD(XAUUSD.FOREX)$&nbsp;</a>&nbsp;","listText":"This sounds good for Gold&nbsp;<a href=\"https://ttm.financial/S/XAUUSD.FOREX\">$XAU/USD(XAUUSD.FOREX)$&nbsp;</a>&nbsp;","text":"This sounds good for Gold $XAU/USD(XAUUSD.FOREX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581580516283720","repostId":"1128402626","repostType":4,"repost":{"id":"1128402626","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1782996341,"share":"https://ttm.financial/m/news/1128402626?lang=en_US&edition=fundamental","pubTime":"2026-07-02 20:45","market":"us","language":"en","title":"US Job Growth Misses Expectations in June; Unemployment Rate Falls to 4.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1128402626","media":"Reuters","summary":"U.S. job growth slowed more than expected in June and ‌data for the prior month was revised lower, but the unemployment rate fell to 4.2%, pointing to continued labor market stability.Nonfarm...","content":"<html><head></head><body><p style=\"text-align: left;\">U.S. job growth slowed more than expected in June and ‌data for the prior month was revised lower, but the unemployment rate fell to 4.2%, pointing to continued labor market stability.</p><p style=\"text-align: left;\">Nonfarm payrolls increased by 57,000 jobs last month after a downwardly revised 129,000 rise in May, the Labor Department&#39;s Bureau of Labor Statistics said in its closely watched employment report on Thursday. Economists polled by Reuters had forecast payrolls advancing 110,000 after a previously reported 172,000 increase in May.</p><p style=\"text-align: left;\">Estimates ranged from as low as 25,000 to ⁠as high as 200,000. The moderation was payback after three consecutive months of strong gains in payrolls and likely does not signal a material shift in labor market conditions. It could also be bringing payrolls into alignment with other labor market surveys, including small business hiring plans, which have offered a less robust picture of the jobs market.</p><p style=\"text-align: left;\">The report was released a day early due to Friday&#39;s public holiday marking the United States&#39; 250th anniversary of independence on Saturday.</p><p style=\"text-align: left;\">Prior to the report, financial markets saw a roughly 50.7% chance that the Federal Reserve would raise rates at the September 15-16 meeting, according to CME Group&#39;s FedWatch tool. The U.S. central bank last month left its benchmark overnight interest rate in the 3.50%-3.75% ‌range, but ⁠updated quarterly projections showed policymakers expected to raise borrowing costs this year.</p><p style=\"text-align: left;\">Economists estimated the economy needed to create between zero and 50,000 jobs per month to keep up with growth in the working-age population. The so-called break-even rate has dropped because of an immigration crackdown that has reduced the labor force, keeping the unemployment rate stable.</p><p style=\"text-align: left;\">The jobless rate fell last month from 4.3% in May. ⁠A historically low level of layoffs is a big part of the strength in payrolls, which had not been mirrored in other labor market surveys, including hiring plans by small businesses. A Conference Board survey on Tuesday showed the share of consumers viewing jobs as &#34;hard to get&#34; ⁠near a 5-1/2-year high in June.</p><p style=\"text-align: left;\">Despite facing uncertainties stemming first from tariffs last year and more recently the Middle East conflict, companies have been reluctant to let go of workers, after struggling to find labor in the aftermath of the ⁠COVID pandemic.</p><p style=\"text-align: left;\"><span>But with the U.S. and Iran agreeing to a ceasefire, which has pushed oil prices back to pre-war levels, some economists believe the downside risks to the labor market had diminished and expected the recent firmer trend in job growth to prevail this year.</span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Job Growth Misses Expectations in June; Unemployment Rate Falls to 4.2%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Job Growth Misses Expectations in June; Unemployment Rate Falls to 4.2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-07-02 20:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">U.S. job growth slowed more than expected in June and ‌data for the prior month was revised lower, but the unemployment rate fell to 4.2%, pointing to continued labor market stability.</p><p style=\"text-align: left;\">Nonfarm payrolls increased by 57,000 jobs last month after a downwardly revised 129,000 rise in May, the Labor Department&#39;s Bureau of Labor Statistics said in its closely watched employment report on Thursday. Economists polled by Reuters had forecast payrolls advancing 110,000 after a previously reported 172,000 increase in May.</p><p style=\"text-align: left;\">Estimates ranged from as low as 25,000 to ⁠as high as 200,000. The moderation was payback after three consecutive months of strong gains in payrolls and likely does not signal a material shift in labor market conditions. It could also be bringing payrolls into alignment with other labor market surveys, including small business hiring plans, which have offered a less robust picture of the jobs market.</p><p style=\"text-align: left;\">The report was released a day early due to Friday&#39;s public holiday marking the United States&#39; 250th anniversary of independence on Saturday.</p><p style=\"text-align: left;\">Prior to the report, financial markets saw a roughly 50.7% chance that the Federal Reserve would raise rates at the September 15-16 meeting, according to CME Group&#39;s FedWatch tool. The U.S. central bank last month left its benchmark overnight interest rate in the 3.50%-3.75% ‌range, but ⁠updated quarterly projections showed policymakers expected to raise borrowing costs this year.</p><p style=\"text-align: left;\">Economists estimated the economy needed to create between zero and 50,000 jobs per month to keep up with growth in the working-age population. The so-called break-even rate has dropped because of an immigration crackdown that has reduced the labor force, keeping the unemployment rate stable.</p><p style=\"text-align: left;\">The jobless rate fell last month from 4.3% in May. ⁠A historically low level of layoffs is a big part of the strength in payrolls, which had not been mirrored in other labor market surveys, including hiring plans by small businesses. A Conference Board survey on Tuesday showed the share of consumers viewing jobs as &#34;hard to get&#34; ⁠near a 5-1/2-year high in June.</p><p style=\"text-align: left;\">Despite facing uncertainties stemming first from tariffs last year and more recently the Middle East conflict, companies have been reluctant to let go of workers, after struggling to find labor in the aftermath of the ⁠COVID pandemic.</p><p style=\"text-align: left;\"><span>But with the U.S. and Iran agreeing to a ceasefire, which has pushed oil prices back to pre-war levels, some economists believe the downside risks to the labor market had diminished and expected the recent firmer trend in job growth to prevail this year.</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯","QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128402626","content_text":"U.S. job growth slowed more than expected in June and ‌data for the prior month was revised lower, but the unemployment rate fell to 4.2%, pointing to continued labor market stability.Nonfarm payrolls increased by 57,000 jobs last month after a downwardly revised 129,000 rise in May, the Labor Department's Bureau of Labor Statistics said in its closely watched employment report on Thursday. Economists polled by Reuters had forecast payrolls advancing 110,000 after a previously reported 172,000 increase in May.Estimates ranged from as low as 25,000 to ⁠as high as 200,000. The moderation was payback after three consecutive months of strong gains in payrolls and likely does not signal a material shift in labor market conditions. It could also be bringing payrolls into alignment with other labor market surveys, including small business hiring plans, which have offered a less robust picture of the jobs market.The report was released a day early due to Friday's public holiday marking the United States' 250th anniversary of independence on Saturday.Prior to the report, financial markets saw a roughly 50.7% chance that the Federal Reserve would raise rates at the September 15-16 meeting, according to CME Group's FedWatch tool. The U.S. central bank last month left its benchmark overnight interest rate in the 3.50%-3.75% ‌range, but ⁠updated quarterly projections showed policymakers expected to raise borrowing costs this year.Economists estimated the economy needed to create between zero and 50,000 jobs per month to keep up with growth in the working-age population. The so-called break-even rate has dropped because of an immigration crackdown that has reduced the labor force, keeping the unemployment rate stable.The jobless rate fell last month from 4.3% in May. ⁠A historically low level of layoffs is a big part of the strength in payrolls, which had not been mirrored in other labor market surveys, including hiring plans by small businesses. A Conference Board survey on Tuesday showed the share of consumers viewing jobs as \"hard to get\" ⁠near a 5-1/2-year high in June.Despite facing uncertainties stemming first from tariffs last year and more recently the Middle East conflict, companies have been reluctant to let go of workers, after struggling to find labor in the aftermath of the ⁠COVID pandemic.But with the U.S. and Iran agreeing to a ceasefire, which has pushed oil prices back to pre-war levels, some economists believe the downside risks to the labor market had diminished and expected the recent firmer trend in job growth to prevail this year.","news_type":1,"symbols_score_info":{".DJI":1,"SQQQ":1,"TQQQ":1,"QQQ":1,"SPY":1,".IXIC":1,"NQmain":1,"YMmain":1,".SPX":1,"ESmain":1}},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":404119003280024,"gmtCreate":1739686019697,"gmtModify":1739690534104,"author":{"id":"4154033614021142","authorId":"4154033614021142","name":"ISAM","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4154033614021142","authorIdStr":"4154033614021142"},"themes":[],"title":"","htmlText":"Pa","listText":"Pa","text":"Pa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/404119003280024","repostId":"2511967255","repostType":2,"repost":{"id":"2511967255","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1739667600,"share":"https://ttm.financial/m/news/2511967255?lang=en_US&edition=fundamental","pubTime":"2025-02-16 09:00","market":"us","language":"en","title":"Software Stocks Are on Fire. Here’s Why the Party Can Keep Going This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2511967255","media":"Dow Jones","summary":"Smaller software stocks have been on a tear this year, and the sector broadly stands to benefit from lower costs for AISoftware stocks have beaten chip stocks this year — and more dramatically so over","content":"<html><head></head><body><p>Smaller software stocks have been on a tear this year, and the sector broadly stands to benefit from lower costs for AI</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ff189a11c016afa7016722854d84f693\" alt=\"Software stocks have beaten chip stocks this year — and more dramatically so over a six-month span.\" title=\"Software stocks have beaten chip stocks this year — and more dramatically so over a six-month span.\" tg-width=\"925\" tg-height=\"517\"/><span>Software stocks have beaten chip stocks this year — and more dramatically so over a six-month span.</span></p><p>Move over, semiconductor stocks. After a hot run for big software stocks, now smaller ones are getting in on the party — and there could be more room for gains across the whole sector.</p><p style=\"text-align: start;\">While chip stocks have been on a zig-zag pattern so far this year — in the face of post-DeepSeek fears of an artificial-intelligence infrastructure overbuild, as well as worries about tariffs — software stocks are looking like a more stable bet to many. These companies and their customers stand to benefit from the DeekSeek developments, especially if computing costs decline.</p><p>Software stocks are performing slightly better versus semiconductors so far in 2025 — but over a six-month period, the shift is far more dramatic. The iShares Expanded Tech-Software Sector ETF (IGV), which tracks the performance of the S&amp;P North American Expanded Technology Software Index, is up about 27% in that span. Meanwhile, the iShares Semiconductor ETF (SOXX), which tracks the ICE Semiconductor Index, shows how chips are lagging behind, with growth of less than 1% over the last six months.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/691cf13328d96933feeb27dab1fe1f51\" tg-width=\"965\" tg-height=\"680\"/></p><p>Including more software stocks, or even swapping chips out for software in portfolios, is clearly happening. “It is a conversation being had at the institutional level,” said Brendan Connaughton, founder and managing partner of Catalyst Private Wealth, a financial advisory firm. “Software has a level of consistency” thanks to its “more reliable, consistent revenue growth,” he noted. “With chips, DeepSeek threw a curve ball into it.”</p><p style=\"text-align: start;\">That consistency of licensing revenue also means possibly slower, but not as bumpy, growth. Plus, software companies are testing out new revenue streams that would allow them to charge for each time customers actually use their new AI features.</p><p>And since software is delivered via the cloud and resides inside the cloud, corporate data centers or on local systems, it is not a physical product that needs to be manufactured and shipped from countries outside the U.S. — and thus not generally subject to tariffs.</p><p style=\"text-align: start;\">In the fourth-quarter corporate earnings season so far, software revenue growth is 12.15%, according to FactSet’s data on S&amp;P 500 companies. On the hardware side, semiconductor and equipment revenue is up 11.34% in the fourth quarter, based on companies that have reported to date.</p><p style=\"text-align: start;\">Nvidia Corp., which reports this month, will surely distort that average, with revenue for its fiscal first quarter forecast to grow 72%. When taking into account a combination of reported results and estimates for companies that haven’t yet posted numbers, semiconductor components of the S&amp;P 500 are expected to see a 24.6% blended growth rate, versus 11.7% for software components.</p><p style=\"text-align: start;\">That said, many software companies that have been particularly hot lately are smaller, faster growing and not part of the S&amp;P 500. For example, project-management software company Monday.com Ltd. saw 32% revenue growth in the latest quarter, ahead of expectations, and its stock rose 27% in the session following its earnings. Data-streaming platform Confluent Inc. also beat estimateswith its 23% revenue growth, and its stock rose 25% in the first session following results.</p><p style=\"text-align: start;\">“Software remains the most favored sector on the buy side in terms of looking for new long ideas that look and feel derisked,” said Jordan Klein, a managing director and TMT-sector specialist at Mizuho Securities, in his sales newsletter to clients.</p><p>He noted that while larger software stocks aren’t quite “working” for investors right now, investors have been hungry for small-cap and mid-cap software plays. “If you do not own enough of these names, you are probably not going to be outperforming broader tech and/or your key benchmark,” Klein added.</p><p style=\"text-align: start;\">Whether or not software will keep its vaunted status right now is a big question. With most investors still focused on AI and its impacts on corporate spending, as well as its promise for corporate efficiency, software has not quite had the same kind of AI moment as physical hardware yet. And the massive capital-spending plans announced by big cloud and hyperscaler companies so far could deliver further revenue boosts to chip players.</p><p>“I don’t want to throw the chips in the trash can just because they had a little pothole,” Connaughton noted. “I think there is a marrying of both of those. Ultimately it comes down to names and companies that can execute in areas of high growth. Corporate software’s addressable market is huge.”</p><p style=\"text-align: start;\">But if DeepSeek’s lower-cost revelation tells investors anything, software-application developers could come to benefit, said Patrick Walravens, head of technology equity research at Citizens JMP.</p><p style=\"text-align: start;\">“The apps providers are doing better than the infrastructure providers,” Walravens, who covers 37 software companies, told MarketWatch. The bigger implication of the DeepSeek news is that the lower cost of compute will be beneficial. “If you are doing inference and using these [large-language models] to come up with answers and drive your products, your prices are going to go down,” he said, referring to the prices companies pay to use software that taps into these models.</p><p style=\"text-align: start;\">Inference refers to the actual action of trained AI models — either a prediction, a statement or its own conclusions. Citing DeepSeek, Palantir Technologies Inc. Chief Technology Officer Shyam Sankar recently observed that “the price of inference is dropping like a rock.”</p><p>The next AI wave could involve more software purchasing — including software for data centers, both corporate and cloud, and AI-specific data centers that are being built now, especially the application layers.</p><p style=\"text-align: start;\">“Our checks indicate improving demand-pattern inputs across software, including data/analytics and SaaS, and with cybersecurity remaining strong,” Gregg Moskovitz, an analyst at Mizuho Securities, wrote in a note to clients. He added that AI uptake, including the use of agents, is picking up. “We heard several reports of even more activity around customers readying their data estates for the AI wave,” Moskovitz said.</p><p style=\"text-align: start;\">In addition, some software companies are trying to get leaner, a feature always endorsed by Wall Street. For example, just in the last two weeks, Okta Inc., Workday Inc. and Salesforce Inc. all saw some stock momentum after announcing rounds of layoffs — although Salesforce has since lost much of that boost, after the news last week that Chief Operating Officer Brian Millham is retiring in May. He will be replaced by Salesforce board member Robin Washington, in a newly created role as president and chief operating and financial officer.</p><p style=\"text-align: start;\">Some midtier software companies like Snowflake Inc. and Confluent have already seen big surges in their share prices this year, with Snowflake up 21% and Confluent up 25%. But some larger-cap stocks could see renewed momentum after falling earlier this year, including ServiceNow Inc. and Oracle Corp.</p><p>Further upside could also come as more proof emerges that AI can actually deliver cost savings or other financial benefits. Some investors may be concerned that many software companies price by seat licenses — so if customers need fewer workers because AI tools become so helpful, they may need fewer software licenses.</p><p style=\"text-align: start;\">“On one hand, you might worry the software companies can only charge half because their customers are using half the seats,” Walravens said. But companies are now adding consumption pricing to their contracts, he noted. “Every time you deflect a [call-center] conversation using AI, we will charge you a $1,” he said, as an example.</p><p style=\"text-align: start;\">That could become a lucrative model as AI adoption becomes more widespread.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Software Stocks Are on Fire. Here’s Why the Party Can Keep Going This Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoftware Stocks Are on Fire. Here’s Why the Party Can Keep Going This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-16 09:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Smaller software stocks have been on a tear this year, and the sector broadly stands to benefit from lower costs for AI</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ff189a11c016afa7016722854d84f693\" alt=\"Software stocks have beaten chip stocks this year — and more dramatically so over a six-month span.\" title=\"Software stocks have beaten chip stocks this year — and more dramatically so over a six-month span.\" tg-width=\"925\" tg-height=\"517\"/><span>Software stocks have beaten chip stocks this year — and more dramatically so over a six-month span.</span></p><p>Move over, semiconductor stocks. After a hot run for big software stocks, now smaller ones are getting in on the party — and there could be more room for gains across the whole sector.</p><p style=\"text-align: start;\">While chip stocks have been on a zig-zag pattern so far this year — in the face of post-DeepSeek fears of an artificial-intelligence infrastructure overbuild, as well as worries about tariffs — software stocks are looking like a more stable bet to many. These companies and their customers stand to benefit from the DeekSeek developments, especially if computing costs decline.</p><p>Software stocks are performing slightly better versus semiconductors so far in 2025 — but over a six-month period, the shift is far more dramatic. The iShares Expanded Tech-Software Sector ETF (IGV), which tracks the performance of the S&amp;P North American Expanded Technology Software Index, is up about 27% in that span. Meanwhile, the iShares Semiconductor ETF (SOXX), which tracks the ICE Semiconductor Index, shows how chips are lagging behind, with growth of less than 1% over the last six months.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/691cf13328d96933feeb27dab1fe1f51\" tg-width=\"965\" tg-height=\"680\"/></p><p>Including more software stocks, or even swapping chips out for software in portfolios, is clearly happening. “It is a conversation being had at the institutional level,” said Brendan Connaughton, founder and managing partner of Catalyst Private Wealth, a financial advisory firm. “Software has a level of consistency” thanks to its “more reliable, consistent revenue growth,” he noted. “With chips, DeepSeek threw a curve ball into it.”</p><p style=\"text-align: start;\">That consistency of licensing revenue also means possibly slower, but not as bumpy, growth. Plus, software companies are testing out new revenue streams that would allow them to charge for each time customers actually use their new AI features.</p><p>And since software is delivered via the cloud and resides inside the cloud, corporate data centers or on local systems, it is not a physical product that needs to be manufactured and shipped from countries outside the U.S. — and thus not generally subject to tariffs.</p><p style=\"text-align: start;\">In the fourth-quarter corporate earnings season so far, software revenue growth is 12.15%, according to FactSet’s data on S&amp;P 500 companies. On the hardware side, semiconductor and equipment revenue is up 11.34% in the fourth quarter, based on companies that have reported to date.</p><p style=\"text-align: start;\">Nvidia Corp., which reports this month, will surely distort that average, with revenue for its fiscal first quarter forecast to grow 72%. When taking into account a combination of reported results and estimates for companies that haven’t yet posted numbers, semiconductor components of the S&amp;P 500 are expected to see a 24.6% blended growth rate, versus 11.7% for software components.</p><p style=\"text-align: start;\">That said, many software companies that have been particularly hot lately are smaller, faster growing and not part of the S&amp;P 500. For example, project-management software company Monday.com Ltd. saw 32% revenue growth in the latest quarter, ahead of expectations, and its stock rose 27% in the session following its earnings. Data-streaming platform Confluent Inc. also beat estimateswith its 23% revenue growth, and its stock rose 25% in the first session following results.</p><p style=\"text-align: start;\">“Software remains the most favored sector on the buy side in terms of looking for new long ideas that look and feel derisked,” said Jordan Klein, a managing director and TMT-sector specialist at Mizuho Securities, in his sales newsletter to clients.</p><p>He noted that while larger software stocks aren’t quite “working” for investors right now, investors have been hungry for small-cap and mid-cap software plays. “If you do not own enough of these names, you are probably not going to be outperforming broader tech and/or your key benchmark,” Klein added.</p><p style=\"text-align: start;\">Whether or not software will keep its vaunted status right now is a big question. With most investors still focused on AI and its impacts on corporate spending, as well as its promise for corporate efficiency, software has not quite had the same kind of AI moment as physical hardware yet. And the massive capital-spending plans announced by big cloud and hyperscaler companies so far could deliver further revenue boosts to chip players.</p><p>“I don’t want to throw the chips in the trash can just because they had a little pothole,” Connaughton noted. “I think there is a marrying of both of those. Ultimately it comes down to names and companies that can execute in areas of high growth. Corporate software’s addressable market is huge.”</p><p style=\"text-align: start;\">But if DeepSeek’s lower-cost revelation tells investors anything, software-application developers could come to benefit, said Patrick Walravens, head of technology equity research at Citizens JMP.</p><p style=\"text-align: start;\">“The apps providers are doing better than the infrastructure providers,” Walravens, who covers 37 software companies, told MarketWatch. The bigger implication of the DeepSeek news is that the lower cost of compute will be beneficial. “If you are doing inference and using these [large-language models] to come up with answers and drive your products, your prices are going to go down,” he said, referring to the prices companies pay to use software that taps into these models.</p><p style=\"text-align: start;\">Inference refers to the actual action of trained AI models — either a prediction, a statement or its own conclusions. Citing DeepSeek, Palantir Technologies Inc. Chief Technology Officer Shyam Sankar recently observed that “the price of inference is dropping like a rock.”</p><p>The next AI wave could involve more software purchasing — including software for data centers, both corporate and cloud, and AI-specific data centers that are being built now, especially the application layers.</p><p style=\"text-align: start;\">“Our checks indicate improving demand-pattern inputs across software, including data/analytics and SaaS, and with cybersecurity remaining strong,” Gregg Moskovitz, an analyst at Mizuho Securities, wrote in a note to clients. He added that AI uptake, including the use of agents, is picking up. “We heard several reports of even more activity around customers readying their data estates for the AI wave,” Moskovitz said.</p><p style=\"text-align: start;\">In addition, some software companies are trying to get leaner, a feature always endorsed by Wall Street. For example, just in the last two weeks, Okta Inc., Workday Inc. and Salesforce Inc. all saw some stock momentum after announcing rounds of layoffs — although Salesforce has since lost much of that boost, after the news last week that Chief Operating Officer Brian Millham is retiring in May. He will be replaced by Salesforce board member Robin Washington, in a newly created role as president and chief operating and financial officer.</p><p style=\"text-align: start;\">Some midtier software companies like Snowflake Inc. and Confluent have already seen big surges in their share prices this year, with Snowflake up 21% and Confluent up 25%. But some larger-cap stocks could see renewed momentum after falling earlier this year, including ServiceNow Inc. and Oracle Corp.</p><p>Further upside could also come as more proof emerges that AI can actually deliver cost savings or other financial benefits. Some investors may be concerned that many software companies price by seat licenses — so if customers need fewer workers because AI tools become so helpful, they may need fewer software licenses.</p><p style=\"text-align: start;\">“On one hand, you might worry the software companies can only charge half because their customers are using half the seats,” Walravens said. But companies are now adding consumption pricing to their contracts, he noted. “Every time you deflect a [call-center] conversation using AI, we will charge you a $1,” he said, as an example.</p><p style=\"text-align: start;\">That could become a lucrative model as AI adoption becomes more widespread.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SNOW":"Snowflake","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4529":"IDC概念","LU0149725797.USD":"汇丰美国股市经济规模基金","NVDA":"英伟达","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","ORCL":"甲骨文","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","PLTR":"Palantir Technologies Inc.","BK4528":"SaaS概念","OKTA":"Okta Inc.","LU0823414478.USD":"法巴经典能源转换基金","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","SOXX":"iShares费城交易所半导体ETF","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","WDAY":"Workday","NOW":"ServiceNow","CFLT":"Confluent, Inc.","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IGV":"北美软件ETF-iShares","MNDY":"Monday.com Ltd.","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","CRM":"赛富时","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2511967255","content_text":"Smaller software stocks have been on a tear this year, and the sector broadly stands to benefit from lower costs for AISoftware stocks have beaten chip stocks this year — and more dramatically so over a six-month span.Move over, semiconductor stocks. After a hot run for big software stocks, now smaller ones are getting in on the party — and there could be more room for gains across the whole sector.While chip stocks have been on a zig-zag pattern so far this year — in the face of post-DeepSeek fears of an artificial-intelligence infrastructure overbuild, as well as worries about tariffs — software stocks are looking like a more stable bet to many. These companies and their customers stand to benefit from the DeekSeek developments, especially if computing costs decline.Software stocks are performing slightly better versus semiconductors so far in 2025 — but over a six-month period, the shift is far more dramatic. The iShares Expanded Tech-Software Sector ETF (IGV), which tracks the performance of the S&P North American Expanded Technology Software Index, is up about 27% in that span. Meanwhile, the iShares Semiconductor ETF (SOXX), which tracks the ICE Semiconductor Index, shows how chips are lagging behind, with growth of less than 1% over the last six months.Including more software stocks, or even swapping chips out for software in portfolios, is clearly happening. “It is a conversation being had at the institutional level,” said Brendan Connaughton, founder and managing partner of Catalyst Private Wealth, a financial advisory firm. “Software has a level of consistency” thanks to its “more reliable, consistent revenue growth,” he noted. “With chips, DeepSeek threw a curve ball into it.”That consistency of licensing revenue also means possibly slower, but not as bumpy, growth. Plus, software companies are testing out new revenue streams that would allow them to charge for each time customers actually use their new AI features.And since software is delivered via the cloud and resides inside the cloud, corporate data centers or on local systems, it is not a physical product that needs to be manufactured and shipped from countries outside the U.S. — and thus not generally subject to tariffs.In the fourth-quarter corporate earnings season so far, software revenue growth is 12.15%, according to FactSet’s data on S&P 500 companies. On the hardware side, semiconductor and equipment revenue is up 11.34% in the fourth quarter, based on companies that have reported to date.Nvidia Corp., which reports this month, will surely distort that average, with revenue for its fiscal first quarter forecast to grow 72%. When taking into account a combination of reported results and estimates for companies that haven’t yet posted numbers, semiconductor components of the S&P 500 are expected to see a 24.6% blended growth rate, versus 11.7% for software components.That said, many software companies that have been particularly hot lately are smaller, faster growing and not part of the S&P 500. For example, project-management software company Monday.com Ltd. saw 32% revenue growth in the latest quarter, ahead of expectations, and its stock rose 27% in the session following its earnings. Data-streaming platform Confluent Inc. also beat estimateswith its 23% revenue growth, and its stock rose 25% in the first session following results.“Software remains the most favored sector on the buy side in terms of looking for new long ideas that look and feel derisked,” said Jordan Klein, a managing director and TMT-sector specialist at Mizuho Securities, in his sales newsletter to clients.He noted that while larger software stocks aren’t quite “working” for investors right now, investors have been hungry for small-cap and mid-cap software plays. “If you do not own enough of these names, you are probably not going to be outperforming broader tech and/or your key benchmark,” Klein added.Whether or not software will keep its vaunted status right now is a big question. With most investors still focused on AI and its impacts on corporate spending, as well as its promise for corporate efficiency, software has not quite had the same kind of AI moment as physical hardware yet. And the massive capital-spending plans announced by big cloud and hyperscaler companies so far could deliver further revenue boosts to chip players.“I don’t want to throw the chips in the trash can just because they had a little pothole,” Connaughton noted. “I think there is a marrying of both of those. Ultimately it comes down to names and companies that can execute in areas of high growth. Corporate software’s addressable market is huge.”But if DeepSeek’s lower-cost revelation tells investors anything, software-application developers could come to benefit, said Patrick Walravens, head of technology equity research at Citizens JMP.“The apps providers are doing better than the infrastructure providers,” Walravens, who covers 37 software companies, told MarketWatch. The bigger implication of the DeepSeek news is that the lower cost of compute will be beneficial. “If you are doing inference and using these [large-language models] to come up with answers and drive your products, your prices are going to go down,” he said, referring to the prices companies pay to use software that taps into these models.Inference refers to the actual action of trained AI models — either a prediction, a statement or its own conclusions. Citing DeepSeek, Palantir Technologies Inc. Chief Technology Officer Shyam Sankar recently observed that “the price of inference is dropping like a rock.”The next AI wave could involve more software purchasing — including software for data centers, both corporate and cloud, and AI-specific data centers that are being built now, especially the application layers.“Our checks indicate improving demand-pattern inputs across software, including data/analytics and SaaS, and with cybersecurity remaining strong,” Gregg Moskovitz, an analyst at Mizuho Securities, wrote in a note to clients. He added that AI uptake, including the use of agents, is picking up. “We heard several reports of even more activity around customers readying their data estates for the AI wave,” Moskovitz said.In addition, some software companies are trying to get leaner, a feature always endorsed by Wall Street. For example, just in the last two weeks, Okta Inc., Workday Inc. and Salesforce Inc. all saw some stock momentum after announcing rounds of layoffs — although Salesforce has since lost much of that boost, after the news last week that Chief Operating Officer Brian Millham is retiring in May. He will be replaced by Salesforce board member Robin Washington, in a newly created role as president and chief operating and financial officer.Some midtier software companies like Snowflake Inc. and Confluent have already seen big surges in their share prices this year, with Snowflake up 21% and Confluent up 25%. But some larger-cap stocks could see renewed momentum after falling earlier this year, including ServiceNow Inc. and Oracle Corp.Further upside could also come as more proof emerges that AI can actually deliver cost savings or other financial benefits. Some investors may be concerned that many software companies price by seat licenses — so if customers need fewer workers because AI tools become so helpful, they may need fewer software licenses.“On one hand, you might worry the software companies can only charge half because their customers are using half the seats,” Walravens said. But companies are now adding consumption pricing to their contracts, he noted. “Every time you deflect a [call-center] conversation using AI, we will charge you a $1,” he said, as an example.That could become a lucrative model as AI adoption becomes more widespread.","news_type":1,"symbols_score_info":{"PLTR":1.1,"IGV":1.1,"NVDA":1.1,"OKTA":1.1,"ORCL":1.1,"CFLT":1.1,"MNDY":1.1,"WDAY":1.1,"CRM":1.1,"SNOW":1.1,"NOW":1.1,"SOXX":1.1}},"isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343847867654272,"gmtCreate":1724976732912,"gmtModify":1724979791032,"author":{"id":"4154033614021142","authorId":"4154033614021142","name":"ISAM","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4154033614021142","authorIdStr":"4154033614021142"},"themes":[],"title":"","htmlText":"Mhg,,gbm,vk,mvkg,,h,vg,g, ,k m&nbsp; ,h,mv, MG,vm m ,o g&nbsp;","listText":"Mhg,,gbm,vk,mvkg,,h,vg,g, ,k m&nbsp; ,h,mv, MG,vm m ,o g&nbsp;","text":"Mhg,,gbm,vk,mvkg,,h,vg,g, ,k m ,h,mv, MG,vm m ,o g","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343847867654272","repostId":"1168036400","repostType":2,"isVote":1,"tweetType":1,"viewCount":993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266459564314888,"gmtCreate":1706089142047,"gmtModify":1706089441356,"author":{"id":"4154033614021142","authorId":"4154033614021142","name":"ISAM","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4154033614021142","authorIdStr":"4154033614021142"},"themes":[],"title":"","htmlText":"Getr has gained 50% in pre market based on strong q3 performance and securing additional funds.&nbsp;","listText":"Getr has gained 50% in pre market based on strong q3 performance and securing additional funds.&nbsp;","text":"Getr has gained 50% in pre market based on strong q3 performance and securing additional funds.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266459564314888","isVote":1,"tweetType":1,"viewCount":1026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":581580516283720,"gmtCreate":1783017539418,"gmtModify":1783040016338,"author":{"id":"4154033614021142","authorId":"4154033614021142","name":"ISAM","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4154033614021142","authorIdStr":"4154033614021142"},"themes":[],"title":"","htmlText":"This sounds good for Gold&nbsp;<a href=\"https://ttm.financial/S/XAUUSD.FOREX\">$XAU/USD(XAUUSD.FOREX)$&nbsp;</a>&nbsp;","listText":"This sounds good for Gold&nbsp;<a href=\"https://ttm.financial/S/XAUUSD.FOREX\">$XAU/USD(XAUUSD.FOREX)$&nbsp;</a>&nbsp;","text":"This sounds good for Gold $XAU/USD(XAUUSD.FOREX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581580516283720","repostId":"1128402626","repostType":4,"repost":{"id":"1128402626","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1782996341,"share":"https://ttm.financial/m/news/1128402626?lang=en_US&edition=fundamental","pubTime":"2026-07-02 20:45","market":"us","language":"en","title":"US Job Growth Misses Expectations in June; Unemployment Rate Falls to 4.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1128402626","media":"Reuters","summary":"U.S. job growth slowed more than expected in June and ‌data for the prior month was revised lower, but the unemployment rate fell to 4.2%, pointing to continued labor market stability.Nonfarm...","content":"<html><head></head><body><p style=\"text-align: left;\">U.S. job growth slowed more than expected in June and ‌data for the prior month was revised lower, but the unemployment rate fell to 4.2%, pointing to continued labor market stability.</p><p style=\"text-align: left;\">Nonfarm payrolls increased by 57,000 jobs last month after a downwardly revised 129,000 rise in May, the Labor Department&#39;s Bureau of Labor Statistics said in its closely watched employment report on Thursday. Economists polled by Reuters had forecast payrolls advancing 110,000 after a previously reported 172,000 increase in May.</p><p style=\"text-align: left;\">Estimates ranged from as low as 25,000 to ⁠as high as 200,000. The moderation was payback after three consecutive months of strong gains in payrolls and likely does not signal a material shift in labor market conditions. It could also be bringing payrolls into alignment with other labor market surveys, including small business hiring plans, which have offered a less robust picture of the jobs market.</p><p style=\"text-align: left;\">The report was released a day early due to Friday&#39;s public holiday marking the United States&#39; 250th anniversary of independence on Saturday.</p><p style=\"text-align: left;\">Prior to the report, financial markets saw a roughly 50.7% chance that the Federal Reserve would raise rates at the September 15-16 meeting, according to CME Group&#39;s FedWatch tool. The U.S. central bank last month left its benchmark overnight interest rate in the 3.50%-3.75% ‌range, but ⁠updated quarterly projections showed policymakers expected to raise borrowing costs this year.</p><p style=\"text-align: left;\">Economists estimated the economy needed to create between zero and 50,000 jobs per month to keep up with growth in the working-age population. The so-called break-even rate has dropped because of an immigration crackdown that has reduced the labor force, keeping the unemployment rate stable.</p><p style=\"text-align: left;\">The jobless rate fell last month from 4.3% in May. ⁠A historically low level of layoffs is a big part of the strength in payrolls, which had not been mirrored in other labor market surveys, including hiring plans by small businesses. A Conference Board survey on Tuesday showed the share of consumers viewing jobs as &#34;hard to get&#34; ⁠near a 5-1/2-year high in June.</p><p style=\"text-align: left;\">Despite facing uncertainties stemming first from tariffs last year and more recently the Middle East conflict, companies have been reluctant to let go of workers, after struggling to find labor in the aftermath of the ⁠COVID pandemic.</p><p style=\"text-align: left;\"><span>But with the U.S. and Iran agreeing to a ceasefire, which has pushed oil prices back to pre-war levels, some economists believe the downside risks to the labor market had diminished and expected the recent firmer trend in job growth to prevail this year.</span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Job Growth Misses Expectations in June; Unemployment Rate Falls to 4.2%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Job Growth Misses Expectations in June; Unemployment Rate Falls to 4.2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-07-02 20:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">U.S. job growth slowed more than expected in June and ‌data for the prior month was revised lower, but the unemployment rate fell to 4.2%, pointing to continued labor market stability.</p><p style=\"text-align: left;\">Nonfarm payrolls increased by 57,000 jobs last month after a downwardly revised 129,000 rise in May, the Labor Department&#39;s Bureau of Labor Statistics said in its closely watched employment report on Thursday. Economists polled by Reuters had forecast payrolls advancing 110,000 after a previously reported 172,000 increase in May.</p><p style=\"text-align: left;\">Estimates ranged from as low as 25,000 to ⁠as high as 200,000. The moderation was payback after three consecutive months of strong gains in payrolls and likely does not signal a material shift in labor market conditions. It could also be bringing payrolls into alignment with other labor market surveys, including small business hiring plans, which have offered a less robust picture of the jobs market.</p><p style=\"text-align: left;\">The report was released a day early due to Friday&#39;s public holiday marking the United States&#39; 250th anniversary of independence on Saturday.</p><p style=\"text-align: left;\">Prior to the report, financial markets saw a roughly 50.7% chance that the Federal Reserve would raise rates at the September 15-16 meeting, according to CME Group&#39;s FedWatch tool. The U.S. central bank last month left its benchmark overnight interest rate in the 3.50%-3.75% ‌range, but ⁠updated quarterly projections showed policymakers expected to raise borrowing costs this year.</p><p style=\"text-align: left;\">Economists estimated the economy needed to create between zero and 50,000 jobs per month to keep up with growth in the working-age population. The so-called break-even rate has dropped because of an immigration crackdown that has reduced the labor force, keeping the unemployment rate stable.</p><p style=\"text-align: left;\">The jobless rate fell last month from 4.3% in May. ⁠A historically low level of layoffs is a big part of the strength in payrolls, which had not been mirrored in other labor market surveys, including hiring plans by small businesses. A Conference Board survey on Tuesday showed the share of consumers viewing jobs as &#34;hard to get&#34; ⁠near a 5-1/2-year high in June.</p><p style=\"text-align: left;\">Despite facing uncertainties stemming first from tariffs last year and more recently the Middle East conflict, companies have been reluctant to let go of workers, after struggling to find labor in the aftermath of the ⁠COVID pandemic.</p><p style=\"text-align: left;\"><span>But with the U.S. and Iran agreeing to a ceasefire, which has pushed oil prices back to pre-war levels, some economists believe the downside risks to the labor market had diminished and expected the recent firmer trend in job growth to prevail this year.</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯","QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128402626","content_text":"U.S. job growth slowed more than expected in June and ‌data for the prior month was revised lower, but the unemployment rate fell to 4.2%, pointing to continued labor market stability.Nonfarm payrolls increased by 57,000 jobs last month after a downwardly revised 129,000 rise in May, the Labor Department's Bureau of Labor Statistics said in its closely watched employment report on Thursday. Economists polled by Reuters had forecast payrolls advancing 110,000 after a previously reported 172,000 increase in May.Estimates ranged from as low as 25,000 to ⁠as high as 200,000. The moderation was payback after three consecutive months of strong gains in payrolls and likely does not signal a material shift in labor market conditions. It could also be bringing payrolls into alignment with other labor market surveys, including small business hiring plans, which have offered a less robust picture of the jobs market.The report was released a day early due to Friday's public holiday marking the United States' 250th anniversary of independence on Saturday.Prior to the report, financial markets saw a roughly 50.7% chance that the Federal Reserve would raise rates at the September 15-16 meeting, according to CME Group's FedWatch tool. The U.S. central bank last month left its benchmark overnight interest rate in the 3.50%-3.75% ‌range, but ⁠updated quarterly projections showed policymakers expected to raise borrowing costs this year.Economists estimated the economy needed to create between zero and 50,000 jobs per month to keep up with growth in the working-age population. The so-called break-even rate has dropped because of an immigration crackdown that has reduced the labor force, keeping the unemployment rate stable.The jobless rate fell last month from 4.3% in May. ⁠A historically low level of layoffs is a big part of the strength in payrolls, which had not been mirrored in other labor market surveys, including hiring plans by small businesses. A Conference Board survey on Tuesday showed the share of consumers viewing jobs as \"hard to get\" ⁠near a 5-1/2-year high in June.Despite facing uncertainties stemming first from tariffs last year and more recently the Middle East conflict, companies have been reluctant to let go of workers, after struggling to find labor in the aftermath of the ⁠COVID pandemic.But with the U.S. and Iran agreeing to a ceasefire, which has pushed oil prices back to pre-war levels, some economists believe the downside risks to the labor market had diminished and expected the recent firmer trend in job growth to prevail this year.","news_type":1,"symbols_score_info":{".DJI":1,"SQQQ":1,"TQQQ":1,"QQQ":1,"SPY":1,".IXIC":1,"NQmain":1,"YMmain":1,".SPX":1,"ESmain":1}},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581581500465432,"gmtCreate":1783017770505,"gmtModify":1783017773472,"author":{"id":"4154033614021142","authorId":"4154033614021142","name":"ISAM","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4154033614021142","authorIdStr":"4154033614021142"},"themes":[],"title":"","htmlText":"Correction is needed for long-term stability&nbsp;","listText":"Correction is needed for long-term stability&nbsp;","text":"Correction is needed for long-term stability","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581581500465432","repostId":"1165531371","repostType":2,"repost":{"id":"1165531371","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1783004393,"share":"https://ttm.financial/m/news/1165531371?lang=en_US&edition=fundamental","pubTime":"2026-07-02 22:59","market":"us","language":"en","title":"Chip, Storage Shares Drop. SOXL, SanDisk Down Nearly 10%; Applied Materials Down 7%; Seagate Tech, WDC Down 6%; Micron, AMD Down 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1165531371","media":"Tiger Newspress","summary":"Chip, storage shares rebounded in premarket trading. SOXL up 5% after an initial decline of 5%; Applied Materials up 3%; Micron, SMCI, Intel, SanDisk up around 2%.","content":"<html><head></head><body><p style=\"text-align: left;\">Chip, storage shares fell on Thursday. SOXL, SanDisk down nearly 10%; Navitas down over 8%; Lam Research, Applied Materials down around 7%; Seagate Tech, Western Digital down 6%; Micron, AMD down 4%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bda5a085edc9220de35debe185c38512\" data-align=\"center\" tg-width=\"933\" tg-height=\"714\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chip, Storage Shares Drop. SOXL, SanDisk Down Nearly 10%; Applied Materials Down 7%; Seagate Tech, WDC Down 6%; Micron, AMD Down 4%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChip, Storage Shares Drop. SOXL, SanDisk Down Nearly 10%; Applied Materials Down 7%; Seagate Tech, WDC Down 6%; Micron, AMD Down 4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-07-02 22:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Chip, storage shares fell on Thursday. SOXL, SanDisk down nearly 10%; Navitas down over 8%; Lam Research, Applied Materials down around 7%; Seagate Tech, Western Digital down 6%; Micron, AMD down 4%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bda5a085edc9220de35debe185c38512\" data-align=\"center\" tg-width=\"933\" tg-height=\"714\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDG":"Leverage Shares 2X Long SNDK Daily ETF","NVDW":"NVDA周配息ETF-Roundhill","AMUU":"2倍做多AMD ETF-Direxion","SNDQ":"Tradr 2X Short SNDK Daily ETF","NVDX":"2倍做多NVDA ETF-T-Rex","NVDA":"英伟达","SNDU":"T-Rex 2X Long SNDK Daily Target ETF","NVDY":"NVDA期权收益策略ETF-YieldMax","AMYY":"GraniteShares YieldBOOST AMD ETF","SMCX":"2倍做多SMCI ETF-Defiance","SMCY":"SMCI期权收益策略ETF-YieldMax","NVII":"Rex NVDA Growth & Income ETF","SNPX":"2倍做多SNPS ETF-Tradr","SMCZ":"2倍做空SMCI ETF-Defiance","GFS":"GLOBALFOUNDRIES Inc.","CRDU":"Tradr 2X Long CRDO Daily ETF","WDC":"西部数据","DIPS":"做空NVDA期权收益策略ETF-YieldMax","UCTT":"超科林半导体","QCOM":"高通","NVTS":"纳微半导体","SMH":"半导体指数ETF-HOLDRs","MRVL":"迈威尔科技","NXPI":"恩智浦","STM":"意法半导体","INTW":"2倍做多INTC ETF-GraniteShares","AVGG":"2倍做多AVGO ETF-Leverage Shares","AMD":"美国超微公司","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVTX":"2倍做多NVTS ETF-Tradr","AVGU":"2倍做多AVGO ETF-GraniteShares","SNXX":"Tradr 2X Long SNDK Daily ETF","ARM":"ARM Holdings","ASMG":"2倍做多ASML ETF- Leverage Shares","DAMD":"2倍做空AMD ETF-Defiance","NVYY":"GraniteShares YieldBOOST NVDA ETF","AVGW":"Roundhill AVGO WeeklyPay ETF","AVGX":"2倍做多AVGO ETF-Defiance","SIMO":"慧荣科技","ASML":"阿斯麦","LINT":"Direxion Daily INTC Bull 2X ETF","ASMU":"Direxion Daily ASML Bull 2X ETF","RMBS":"Rambus","ANV":"GraniteShares Autocallable NVDA ETF","SMCI":"超微电脑","MU":"美光科技","AMDD":"1倍做空AMD ETF-Direxion","ADI":"亚德诺","AMAT":"应用材料","AMDG":"2倍做多AMD ETF- Leverage Shares","LRCU":"2倍做多LRCX ETF-Tradr","LSCC":"莱迪思半导体","QRVO":"Qorvo, Inc.","KLAG":"Leverage Shares 2X Long KLAC Daily ETF","AMDL":"2倍做多AMD ETF-GraniteShares","ALAB":"Astera Labs, Inc.","KLAC":"科磊","AMBA":"安霸","AVL":"2倍做多AVGO ETF-Direxion","MVLL":"2倍做多MRVL ETF-GraniteShares","AMDU":"Defiance Leveraged Long + Income AMD ETF","LRCX":"拉姆研究","INTC":"英特尔","AMDW":"Roundhill AMD WeeklyPay ETF","SNDC":"Corgi SNDK 2x Daily ETF","STX":"希捷科技","AMDY":"AMD期权收益策略ETF-YieldMax","UMC":"联电","MCHP":"微芯科技","AVGO":"博通","SOXL":"三倍做多半导体ETF-Direxion Daily","SMTC":"先科电子","07388":"XI二南英伟","QCMD":"1倍做空QCOM ETF-Direxion","MUU":"2倍做多MU ETF-Direxion","QCML":"2倍做多QCOM ETF-GraniteShares","STSM":"Defiance Daily Target 2X Short TSM ETF","PXLW":"美国像素","QCMU":"2倍做多QCOM ETF-Direxion","SOXS":"三倍做空半导体ETF-Direxion Daily","ON":"安森美半导体","TSMZ":"1倍做空TSM ETF-Direxion","WOLF":"Wolfspeed Inc.","WDCX":"Tradr 2X Long WDC Daily ETF","AVS":"1倍做空AVGO ETF-Direxion","TSMY":"TSM期权收益策略ETF-YieldMax","TSMX":"2倍做多TSM ETF-Direxion","ARMG":"2倍做多ARM ETF- Leverage Shares","TSMU":"2倍做多TSM ETF-GraniteShares","TSM":"台积电","AMBQ":"Ambiq Micro","NVD":"2倍做空NVDA ETF-GraniteShares","HIMX":"奇景光电","NVDB":"ProShares Ultra NVDA ETF","MRVU":"Direxion Daily MRVL Bull 2X ETF","Q":"Qnity Electronics Inc","TSMG":"2倍做多TSM ETF- Leverage Shares","ARMW":"Roundhill ARM WeeklyPay ETF","NVDD":"1倍做空NVDA ETF-Direxion","LABX":"Tradr 2X Long ALAB Daily ETF","SNPS":"新思科技","NVDG":"2倍做多NVDA ETF- Leverage Shares","SMYY":"GraniteShares YieldBOOST SMCI ETF","CRDO":"Credo Technology Group Holding Ltd","TXN":"德州仪器","NVDL":"2倍做多NVDA ETF-GraniteShares","SNDK":"闪迪","ARMU":"2倍做多ARM ETF-T-REX","07788":"南方两倍做多英伟达","MUD":"1倍做空MU ETF-Direxion","SMCC":"2倍做多SMCI ETF-Corgi","NVDQ":"2倍做空NVDA ETF-T-Rex","MULL":"2倍做多MU ETF-GraniteShares","SWKS":"思佳讯","NVDS":"1.5倍做空NVDA ETF-Tradr","SOX":"费城半导体指数","SMCL":"2倍做多SMCI ETF-Graniteshares","NVDU":"2倍做多NVDA ETF-Direxion"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165531371","content_text":"Chip, storage shares fell on Thursday. SOXL, SanDisk down nearly 10%; Navitas down over 8%; Lam Research, Applied Materials down around 7%; Seagate Tech, Western Digital down 6%; Micron, AMD down 4%.","news_type":1,"symbols_score_info":{"ASMG":0.6,"SNDC":0.6,"WDCX":0.6,"MUD":0.6,"PSTG":2,"07788":0.6,"NVTX":0.6,"ARMG":0.6,"LINT":0.6,"AMBQ":2,"UMC":2,"SNPS":2,"SMH":2,"SNPX":0.6,"NVDG":0.6,"SOX":2,"QCOM":2,"DAMD":0.6,"SOXL":2,"SNDQ":0.6,"SNDU":0.6,"STSM":0.6,"NVDO":0.6,"QCML":0.6,"INTW":0.6,"NVDS":0.6,"HIMX":2,"QCMD":0.6,"QRVO":2,"AVGU":0.6,"AMYY":0.6,"NVDL":0.6,"LRCX":2,"NVDY":0.6,"SOXS":2,"NVTS":2,"SNDG":0.6,"AVGW":0.6,"TSMG":0.6,"SMCZ":0.6,"NVDU":0.6,"NVDB":0.6,"ASMU":0.6,"MCHP":2,"AMDW":0.6,"SMTC":2,"AVL":0.6,"AVGO":2,"KLAG":0.6,"TSMZ":0.6,"AMDL":0.6,"NVYY":0.6,"NVII":0.6,"MRVL":2,"PXLW":2,"NVDD":0.6,"MUU":0.6,"AMAT":2,"ARMW":0.6,"AMDG":0.6,"NVDQ":0.6,"NVDW":0.6,"AVGG":0.6,"GFS":2,"SNDK":2,"ON":2,"SMCY":0.6,"NVD":0.6,"ADI":2,"LRCU":0.6,"UCTT":2,"SMYY":0.6,"TSM":2,"WOLF":2,"NXPI":2,"SMCC":0.6,"ARMU":0.6,"RMBS":2,"ASML":2,"STX":2,"SNXX":0.6,"ANV":0.6,"INTC":2,"SMCX":0.6,"SMCI":2,"QCMU":0.6,"AMD":2,"STM":2,"NVDX":0.6,"DIPS":0.6,"LABX":0.6,"AVS":0.6,"07388":0.6,"CRDO":2,"AVGX":0.6,"NVDA":2,"AMUU":0.6,"MRVU":0.6,"AMDY":0.6,"MVLL":0.6,"CRDU":0.6,"Q":2,"ARM":2,"SWKS":2,"MU":2,"ALAB":2,"TXN":2,"SIMO":2,"AMDU":0.6,"AMDD":0.6,"MULL":0.6,"SMCL":0.6,"AMBA":2,"WDC":2,"TSMX":0.6,"TSMY":0.6,"KLAC":2,"TSMU":0.6,"LSCC":2}},"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343847867654272,"gmtCreate":1724976732912,"gmtModify":1724979791032,"author":{"id":"4154033614021142","authorId":"4154033614021142","name":"ISAM","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4154033614021142","authorIdStr":"4154033614021142"},"themes":[],"title":"","htmlText":"Mhg,,gbm,vk,mvkg,,h,vg,g, ,k m&nbsp; ,h,mv, MG,vm m ,o g&nbsp;","listText":"Mhg,,gbm,vk,mvkg,,h,vg,g, ,k m&nbsp; ,h,mv, MG,vm m ,o g&nbsp;","text":"Mhg,,gbm,vk,mvkg,,h,vg,g, ,k m ,h,mv, MG,vm m ,o g","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343847867654272","repostId":"1168036400","repostType":2,"isVote":1,"tweetType":1,"viewCount":993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":404119003280024,"gmtCreate":1739686019697,"gmtModify":1739690534104,"author":{"id":"4154033614021142","authorId":"4154033614021142","name":"ISAM","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4154033614021142","authorIdStr":"4154033614021142"},"themes":[],"title":"","htmlText":"Pa","listText":"Pa","text":"Pa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/404119003280024","repostId":"2511967255","repostType":2,"repost":{"id":"2511967255","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1739667600,"share":"https://ttm.financial/m/news/2511967255?lang=en_US&edition=fundamental","pubTime":"2025-02-16 09:00","market":"us","language":"en","title":"Software Stocks Are on Fire. Here’s Why the Party Can Keep Going This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2511967255","media":"Dow Jones","summary":"Smaller software stocks have been on a tear this year, and the sector broadly stands to benefit from lower costs for AISoftware stocks have beaten chip stocks this year — and more dramatically so over","content":"<html><head></head><body><p>Smaller software stocks have been on a tear this year, and the sector broadly stands to benefit from lower costs for AI</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ff189a11c016afa7016722854d84f693\" alt=\"Software stocks have beaten chip stocks this year — and more dramatically so over a six-month span.\" title=\"Software stocks have beaten chip stocks this year — and more dramatically so over a six-month span.\" tg-width=\"925\" tg-height=\"517\"/><span>Software stocks have beaten chip stocks this year — and more dramatically so over a six-month span.</span></p><p>Move over, semiconductor stocks. After a hot run for big software stocks, now smaller ones are getting in on the party — and there could be more room for gains across the whole sector.</p><p style=\"text-align: start;\">While chip stocks have been on a zig-zag pattern so far this year — in the face of post-DeepSeek fears of an artificial-intelligence infrastructure overbuild, as well as worries about tariffs — software stocks are looking like a more stable bet to many. These companies and their customers stand to benefit from the DeekSeek developments, especially if computing costs decline.</p><p>Software stocks are performing slightly better versus semiconductors so far in 2025 — but over a six-month period, the shift is far more dramatic. The iShares Expanded Tech-Software Sector ETF (IGV), which tracks the performance of the S&amp;P North American Expanded Technology Software Index, is up about 27% in that span. Meanwhile, the iShares Semiconductor ETF (SOXX), which tracks the ICE Semiconductor Index, shows how chips are lagging behind, with growth of less than 1% over the last six months.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/691cf13328d96933feeb27dab1fe1f51\" tg-width=\"965\" tg-height=\"680\"/></p><p>Including more software stocks, or even swapping chips out for software in portfolios, is clearly happening. “It is a conversation being had at the institutional level,” said Brendan Connaughton, founder and managing partner of Catalyst Private Wealth, a financial advisory firm. “Software has a level of consistency” thanks to its “more reliable, consistent revenue growth,” he noted. “With chips, DeepSeek threw a curve ball into it.”</p><p style=\"text-align: start;\">That consistency of licensing revenue also means possibly slower, but not as bumpy, growth. Plus, software companies are testing out new revenue streams that would allow them to charge for each time customers actually use their new AI features.</p><p>And since software is delivered via the cloud and resides inside the cloud, corporate data centers or on local systems, it is not a physical product that needs to be manufactured and shipped from countries outside the U.S. — and thus not generally subject to tariffs.</p><p style=\"text-align: start;\">In the fourth-quarter corporate earnings season so far, software revenue growth is 12.15%, according to FactSet’s data on S&amp;P 500 companies. On the hardware side, semiconductor and equipment revenue is up 11.34% in the fourth quarter, based on companies that have reported to date.</p><p style=\"text-align: start;\">Nvidia Corp., which reports this month, will surely distort that average, with revenue for its fiscal first quarter forecast to grow 72%. When taking into account a combination of reported results and estimates for companies that haven’t yet posted numbers, semiconductor components of the S&amp;P 500 are expected to see a 24.6% blended growth rate, versus 11.7% for software components.</p><p style=\"text-align: start;\">That said, many software companies that have been particularly hot lately are smaller, faster growing and not part of the S&amp;P 500. For example, project-management software company Monday.com Ltd. saw 32% revenue growth in the latest quarter, ahead of expectations, and its stock rose 27% in the session following its earnings. Data-streaming platform Confluent Inc. also beat estimateswith its 23% revenue growth, and its stock rose 25% in the first session following results.</p><p style=\"text-align: start;\">“Software remains the most favored sector on the buy side in terms of looking for new long ideas that look and feel derisked,” said Jordan Klein, a managing director and TMT-sector specialist at Mizuho Securities, in his sales newsletter to clients.</p><p>He noted that while larger software stocks aren’t quite “working” for investors right now, investors have been hungry for small-cap and mid-cap software plays. “If you do not own enough of these names, you are probably not going to be outperforming broader tech and/or your key benchmark,” Klein added.</p><p style=\"text-align: start;\">Whether or not software will keep its vaunted status right now is a big question. With most investors still focused on AI and its impacts on corporate spending, as well as its promise for corporate efficiency, software has not quite had the same kind of AI moment as physical hardware yet. And the massive capital-spending plans announced by big cloud and hyperscaler companies so far could deliver further revenue boosts to chip players.</p><p>“I don’t want to throw the chips in the trash can just because they had a little pothole,” Connaughton noted. “I think there is a marrying of both of those. Ultimately it comes down to names and companies that can execute in areas of high growth. Corporate software’s addressable market is huge.”</p><p style=\"text-align: start;\">But if DeepSeek’s lower-cost revelation tells investors anything, software-application developers could come to benefit, said Patrick Walravens, head of technology equity research at Citizens JMP.</p><p style=\"text-align: start;\">“The apps providers are doing better than the infrastructure providers,” Walravens, who covers 37 software companies, told MarketWatch. The bigger implication of the DeepSeek news is that the lower cost of compute will be beneficial. “If you are doing inference and using these [large-language models] to come up with answers and drive your products, your prices are going to go down,” he said, referring to the prices companies pay to use software that taps into these models.</p><p style=\"text-align: start;\">Inference refers to the actual action of trained AI models — either a prediction, a statement or its own conclusions. Citing DeepSeek, Palantir Technologies Inc. Chief Technology Officer Shyam Sankar recently observed that “the price of inference is dropping like a rock.”</p><p>The next AI wave could involve more software purchasing — including software for data centers, both corporate and cloud, and AI-specific data centers that are being built now, especially the application layers.</p><p style=\"text-align: start;\">“Our checks indicate improving demand-pattern inputs across software, including data/analytics and SaaS, and with cybersecurity remaining strong,” Gregg Moskovitz, an analyst at Mizuho Securities, wrote in a note to clients. He added that AI uptake, including the use of agents, is picking up. “We heard several reports of even more activity around customers readying their data estates for the AI wave,” Moskovitz said.</p><p style=\"text-align: start;\">In addition, some software companies are trying to get leaner, a feature always endorsed by Wall Street. For example, just in the last two weeks, Okta Inc., Workday Inc. and Salesforce Inc. all saw some stock momentum after announcing rounds of layoffs — although Salesforce has since lost much of that boost, after the news last week that Chief Operating Officer Brian Millham is retiring in May. He will be replaced by Salesforce board member Robin Washington, in a newly created role as president and chief operating and financial officer.</p><p style=\"text-align: start;\">Some midtier software companies like Snowflake Inc. and Confluent have already seen big surges in their share prices this year, with Snowflake up 21% and Confluent up 25%. But some larger-cap stocks could see renewed momentum after falling earlier this year, including ServiceNow Inc. and Oracle Corp.</p><p>Further upside could also come as more proof emerges that AI can actually deliver cost savings or other financial benefits. Some investors may be concerned that many software companies price by seat licenses — so if customers need fewer workers because AI tools become so helpful, they may need fewer software licenses.</p><p style=\"text-align: start;\">“On one hand, you might worry the software companies can only charge half because their customers are using half the seats,” Walravens said. But companies are now adding consumption pricing to their contracts, he noted. “Every time you deflect a [call-center] conversation using AI, we will charge you a $1,” he said, as an example.</p><p style=\"text-align: start;\">That could become a lucrative model as AI adoption becomes more widespread.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Software Stocks Are on Fire. Here’s Why the Party Can Keep Going This Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoftware Stocks Are on Fire. Here’s Why the Party Can Keep Going This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-16 09:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Smaller software stocks have been on a tear this year, and the sector broadly stands to benefit from lower costs for AI</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ff189a11c016afa7016722854d84f693\" alt=\"Software stocks have beaten chip stocks this year — and more dramatically so over a six-month span.\" title=\"Software stocks have beaten chip stocks this year — and more dramatically so over a six-month span.\" tg-width=\"925\" tg-height=\"517\"/><span>Software stocks have beaten chip stocks this year — and more dramatically so over a six-month span.</span></p><p>Move over, semiconductor stocks. After a hot run for big software stocks, now smaller ones are getting in on the party — and there could be more room for gains across the whole sector.</p><p style=\"text-align: start;\">While chip stocks have been on a zig-zag pattern so far this year — in the face of post-DeepSeek fears of an artificial-intelligence infrastructure overbuild, as well as worries about tariffs — software stocks are looking like a more stable bet to many. These companies and their customers stand to benefit from the DeekSeek developments, especially if computing costs decline.</p><p>Software stocks are performing slightly better versus semiconductors so far in 2025 — but over a six-month period, the shift is far more dramatic. The iShares Expanded Tech-Software Sector ETF (IGV), which tracks the performance of the S&amp;P North American Expanded Technology Software Index, is up about 27% in that span. Meanwhile, the iShares Semiconductor ETF (SOXX), which tracks the ICE Semiconductor Index, shows how chips are lagging behind, with growth of less than 1% over the last six months.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/691cf13328d96933feeb27dab1fe1f51\" tg-width=\"965\" tg-height=\"680\"/></p><p>Including more software stocks, or even swapping chips out for software in portfolios, is clearly happening. “It is a conversation being had at the institutional level,” said Brendan Connaughton, founder and managing partner of Catalyst Private Wealth, a financial advisory firm. “Software has a level of consistency” thanks to its “more reliable, consistent revenue growth,” he noted. “With chips, DeepSeek threw a curve ball into it.”</p><p style=\"text-align: start;\">That consistency of licensing revenue also means possibly slower, but not as bumpy, growth. Plus, software companies are testing out new revenue streams that would allow them to charge for each time customers actually use their new AI features.</p><p>And since software is delivered via the cloud and resides inside the cloud, corporate data centers or on local systems, it is not a physical product that needs to be manufactured and shipped from countries outside the U.S. — and thus not generally subject to tariffs.</p><p style=\"text-align: start;\">In the fourth-quarter corporate earnings season so far, software revenue growth is 12.15%, according to FactSet’s data on S&amp;P 500 companies. On the hardware side, semiconductor and equipment revenue is up 11.34% in the fourth quarter, based on companies that have reported to date.</p><p style=\"text-align: start;\">Nvidia Corp., which reports this month, will surely distort that average, with revenue for its fiscal first quarter forecast to grow 72%. When taking into account a combination of reported results and estimates for companies that haven’t yet posted numbers, semiconductor components of the S&amp;P 500 are expected to see a 24.6% blended growth rate, versus 11.7% for software components.</p><p style=\"text-align: start;\">That said, many software companies that have been particularly hot lately are smaller, faster growing and not part of the S&amp;P 500. For example, project-management software company Monday.com Ltd. saw 32% revenue growth in the latest quarter, ahead of expectations, and its stock rose 27% in the session following its earnings. Data-streaming platform Confluent Inc. also beat estimateswith its 23% revenue growth, and its stock rose 25% in the first session following results.</p><p style=\"text-align: start;\">“Software remains the most favored sector on the buy side in terms of looking for new long ideas that look and feel derisked,” said Jordan Klein, a managing director and TMT-sector specialist at Mizuho Securities, in his sales newsletter to clients.</p><p>He noted that while larger software stocks aren’t quite “working” for investors right now, investors have been hungry for small-cap and mid-cap software plays. “If you do not own enough of these names, you are probably not going to be outperforming broader tech and/or your key benchmark,” Klein added.</p><p style=\"text-align: start;\">Whether or not software will keep its vaunted status right now is a big question. With most investors still focused on AI and its impacts on corporate spending, as well as its promise for corporate efficiency, software has not quite had the same kind of AI moment as physical hardware yet. And the massive capital-spending plans announced by big cloud and hyperscaler companies so far could deliver further revenue boosts to chip players.</p><p>“I don’t want to throw the chips in the trash can just because they had a little pothole,” Connaughton noted. “I think there is a marrying of both of those. Ultimately it comes down to names and companies that can execute in areas of high growth. Corporate software’s addressable market is huge.”</p><p style=\"text-align: start;\">But if DeepSeek’s lower-cost revelation tells investors anything, software-application developers could come to benefit, said Patrick Walravens, head of technology equity research at Citizens JMP.</p><p style=\"text-align: start;\">“The apps providers are doing better than the infrastructure providers,” Walravens, who covers 37 software companies, told MarketWatch. The bigger implication of the DeepSeek news is that the lower cost of compute will be beneficial. “If you are doing inference and using these [large-language models] to come up with answers and drive your products, your prices are going to go down,” he said, referring to the prices companies pay to use software that taps into these models.</p><p style=\"text-align: start;\">Inference refers to the actual action of trained AI models — either a prediction, a statement or its own conclusions. Citing DeepSeek, Palantir Technologies Inc. Chief Technology Officer Shyam Sankar recently observed that “the price of inference is dropping like a rock.”</p><p>The next AI wave could involve more software purchasing — including software for data centers, both corporate and cloud, and AI-specific data centers that are being built now, especially the application layers.</p><p style=\"text-align: start;\">“Our checks indicate improving demand-pattern inputs across software, including data/analytics and SaaS, and with cybersecurity remaining strong,” Gregg Moskovitz, an analyst at Mizuho Securities, wrote in a note to clients. He added that AI uptake, including the use of agents, is picking up. “We heard several reports of even more activity around customers readying their data estates for the AI wave,” Moskovitz said.</p><p style=\"text-align: start;\">In addition, some software companies are trying to get leaner, a feature always endorsed by Wall Street. For example, just in the last two weeks, Okta Inc., Workday Inc. and Salesforce Inc. all saw some stock momentum after announcing rounds of layoffs — although Salesforce has since lost much of that boost, after the news last week that Chief Operating Officer Brian Millham is retiring in May. He will be replaced by Salesforce board member Robin Washington, in a newly created role as president and chief operating and financial officer.</p><p style=\"text-align: start;\">Some midtier software companies like Snowflake Inc. and Confluent have already seen big surges in their share prices this year, with Snowflake up 21% and Confluent up 25%. But some larger-cap stocks could see renewed momentum after falling earlier this year, including ServiceNow Inc. and Oracle Corp.</p><p>Further upside could also come as more proof emerges that AI can actually deliver cost savings or other financial benefits. Some investors may be concerned that many software companies price by seat licenses — so if customers need fewer workers because AI tools become so helpful, they may need fewer software licenses.</p><p style=\"text-align: start;\">“On one hand, you might worry the software companies can only charge half because their customers are using half the seats,” Walravens said. But companies are now adding consumption pricing to their contracts, he noted. “Every time you deflect a [call-center] conversation using AI, we will charge you a $1,” he said, as an example.</p><p style=\"text-align: start;\">That could become a lucrative model as AI adoption becomes more widespread.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SNOW":"Snowflake","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4529":"IDC概念","LU0149725797.USD":"汇丰美国股市经济规模基金","NVDA":"英伟达","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","ORCL":"甲骨文","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","PLTR":"Palantir Technologies Inc.","BK4528":"SaaS概念","OKTA":"Okta Inc.","LU0823414478.USD":"法巴经典能源转换基金","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","SOXX":"iShares费城交易所半导体ETF","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","WDAY":"Workday","NOW":"ServiceNow","CFLT":"Confluent, Inc.","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IGV":"北美软件ETF-iShares","MNDY":"Monday.com Ltd.","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","CRM":"赛富时","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2511967255","content_text":"Smaller software stocks have been on a tear this year, and the sector broadly stands to benefit from lower costs for AISoftware stocks have beaten chip stocks this year — and more dramatically so over a six-month span.Move over, semiconductor stocks. After a hot run for big software stocks, now smaller ones are getting in on the party — and there could be more room for gains across the whole sector.While chip stocks have been on a zig-zag pattern so far this year — in the face of post-DeepSeek fears of an artificial-intelligence infrastructure overbuild, as well as worries about tariffs — software stocks are looking like a more stable bet to many. These companies and their customers stand to benefit from the DeekSeek developments, especially if computing costs decline.Software stocks are performing slightly better versus semiconductors so far in 2025 — but over a six-month period, the shift is far more dramatic. The iShares Expanded Tech-Software Sector ETF (IGV), which tracks the performance of the S&P North American Expanded Technology Software Index, is up about 27% in that span. Meanwhile, the iShares Semiconductor ETF (SOXX), which tracks the ICE Semiconductor Index, shows how chips are lagging behind, with growth of less than 1% over the last six months.Including more software stocks, or even swapping chips out for software in portfolios, is clearly happening. “It is a conversation being had at the institutional level,” said Brendan Connaughton, founder and managing partner of Catalyst Private Wealth, a financial advisory firm. “Software has a level of consistency” thanks to its “more reliable, consistent revenue growth,” he noted. “With chips, DeepSeek threw a curve ball into it.”That consistency of licensing revenue also means possibly slower, but not as bumpy, growth. Plus, software companies are testing out new revenue streams that would allow them to charge for each time customers actually use their new AI features.And since software is delivered via the cloud and resides inside the cloud, corporate data centers or on local systems, it is not a physical product that needs to be manufactured and shipped from countries outside the U.S. — and thus not generally subject to tariffs.In the fourth-quarter corporate earnings season so far, software revenue growth is 12.15%, according to FactSet’s data on S&P 500 companies. On the hardware side, semiconductor and equipment revenue is up 11.34% in the fourth quarter, based on companies that have reported to date.Nvidia Corp., which reports this month, will surely distort that average, with revenue for its fiscal first quarter forecast to grow 72%. When taking into account a combination of reported results and estimates for companies that haven’t yet posted numbers, semiconductor components of the S&P 500 are expected to see a 24.6% blended growth rate, versus 11.7% for software components.That said, many software companies that have been particularly hot lately are smaller, faster growing and not part of the S&P 500. For example, project-management software company Monday.com Ltd. saw 32% revenue growth in the latest quarter, ahead of expectations, and its stock rose 27% in the session following its earnings. Data-streaming platform Confluent Inc. also beat estimateswith its 23% revenue growth, and its stock rose 25% in the first session following results.“Software remains the most favored sector on the buy side in terms of looking for new long ideas that look and feel derisked,” said Jordan Klein, a managing director and TMT-sector specialist at Mizuho Securities, in his sales newsletter to clients.He noted that while larger software stocks aren’t quite “working” for investors right now, investors have been hungry for small-cap and mid-cap software plays. “If you do not own enough of these names, you are probably not going to be outperforming broader tech and/or your key benchmark,” Klein added.Whether or not software will keep its vaunted status right now is a big question. With most investors still focused on AI and its impacts on corporate spending, as well as its promise for corporate efficiency, software has not quite had the same kind of AI moment as physical hardware yet. And the massive capital-spending plans announced by big cloud and hyperscaler companies so far could deliver further revenue boosts to chip players.“I don’t want to throw the chips in the trash can just because they had a little pothole,” Connaughton noted. “I think there is a marrying of both of those. Ultimately it comes down to names and companies that can execute in areas of high growth. Corporate software’s addressable market is huge.”But if DeepSeek’s lower-cost revelation tells investors anything, software-application developers could come to benefit, said Patrick Walravens, head of technology equity research at Citizens JMP.“The apps providers are doing better than the infrastructure providers,” Walravens, who covers 37 software companies, told MarketWatch. The bigger implication of the DeepSeek news is that the lower cost of compute will be beneficial. “If you are doing inference and using these [large-language models] to come up with answers and drive your products, your prices are going to go down,” he said, referring to the prices companies pay to use software that taps into these models.Inference refers to the actual action of trained AI models — either a prediction, a statement or its own conclusions. Citing DeepSeek, Palantir Technologies Inc. Chief Technology Officer Shyam Sankar recently observed that “the price of inference is dropping like a rock.”The next AI wave could involve more software purchasing — including software for data centers, both corporate and cloud, and AI-specific data centers that are being built now, especially the application layers.“Our checks indicate improving demand-pattern inputs across software, including data/analytics and SaaS, and with cybersecurity remaining strong,” Gregg Moskovitz, an analyst at Mizuho Securities, wrote in a note to clients. He added that AI uptake, including the use of agents, is picking up. “We heard several reports of even more activity around customers readying their data estates for the AI wave,” Moskovitz said.In addition, some software companies are trying to get leaner, a feature always endorsed by Wall Street. For example, just in the last two weeks, Okta Inc., Workday Inc. and Salesforce Inc. all saw some stock momentum after announcing rounds of layoffs — although Salesforce has since lost much of that boost, after the news last week that Chief Operating Officer Brian Millham is retiring in May. He will be replaced by Salesforce board member Robin Washington, in a newly created role as president and chief operating and financial officer.Some midtier software companies like Snowflake Inc. and Confluent have already seen big surges in their share prices this year, with Snowflake up 21% and Confluent up 25%. But some larger-cap stocks could see renewed momentum after falling earlier this year, including ServiceNow Inc. and Oracle Corp.Further upside could also come as more proof emerges that AI can actually deliver cost savings or other financial benefits. Some investors may be concerned that many software companies price by seat licenses — so if customers need fewer workers because AI tools become so helpful, they may need fewer software licenses.“On one hand, you might worry the software companies can only charge half because their customers are using half the seats,” Walravens said. But companies are now adding consumption pricing to their contracts, he noted. “Every time you deflect a [call-center] conversation using AI, we will charge you a $1,” he said, as an example.That could become a lucrative model as AI adoption becomes more widespread.","news_type":1,"symbols_score_info":{"PLTR":1.1,"IGV":1.1,"NVDA":1.1,"OKTA":1.1,"ORCL":1.1,"CFLT":1.1,"MNDY":1.1,"WDAY":1.1,"CRM":1.1,"SNOW":1.1,"NOW":1.1,"SOXX":1.1}},"isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266459564314888,"gmtCreate":1706089142047,"gmtModify":1706089441356,"author":{"id":"4154033614021142","authorId":"4154033614021142","name":"ISAM","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4154033614021142","authorIdStr":"4154033614021142"},"themes":[],"title":"","htmlText":"Getr has gained 50% in pre market based on strong q3 performance and securing additional funds.&nbsp;","listText":"Getr has gained 50% in pre market based on strong q3 performance and securing additional funds.&nbsp;","text":"Getr has gained 50% in pre market based on strong q3 performance and securing additional funds.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266459564314888","isVote":1,"tweetType":1,"viewCount":1026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}