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Software Stocks Surge as Investors Pull Back From Semiconductors - Dow Jones · 05/19/2026 15:24 By Joe Stonor European software shares surged as investors pulled back from semiconductor companies and turned toward more underloved technology stocks. Software is the leading sector on the continent Tuesday, with a sector gauge climbing 4.1% in afternoon European trade. German giant SAP was among the sharpest risers in the segment, gaining 6.2%. French group Capgemini rose 5%, while Dutch software solutions company Wolters Kluwer was up 3.8%. Shares in German group Nemetschek, which provides software for the construction industry, surged 11%. Software stocks also gained in U.S. premarket trade, with Adobe and Salesforce both rising 2%. ServiceNow surges 5.7% premarket, with the stock set to extend an 8.5% jump in its share price in the last session. Markets have grown cold on software stocks so far this year as investors weighed the competitive threat posed by artificial-intelligence agents, with the sector selling off sharply in February as a result. Software's rally this week is fuelled in part by investors pullback from stocks elsewhere in the technology sector, Janus Henderson portfolio manager Ana Chkhikvadze said. "Investors reduced exposure to year-to-date winners in semiconductors and hardware, resulting in relative outperformance in the broader software space," Chkhikvadze said. A barometer of semiconductor stocks represented by the iShares Semiconductor ETF fell 7.2% over the last two sessions--its worst two-day streak since April 2025. Lower valuations following the broad selloff across the sector earlier this year make software stocks more attractive for investors, Tikehau Capital's head of capital markets strategies Raphael Thuin said. Moreover, software companies are proving themselves to be more proactive in adapting to the threat posed by AI, Thuin said. SAP launched a new software suite designed to help clients deploy AI agents, embracing a supposed competitor that caused the stock to crater earlier in the year. The launch demonstrates SAP's strategy pivot to place AI at the heart of its offering, Jefferies analyst Charles Brennan wrote in a note to clients. "We think the shares offer compelling value," Brennan wrote. Software stocks remain short of their highs reached earlier this year, and greater volatility ahead is likely for the sector, however, according to Tikehau's Thuin. "This is not yet an all-clear moment for the industry in our view," Thuin said.

Aha, plus 0.3% xDDDD Gleich rot 10 dollar weg vom Tageshoch, Privatanleger wurden mal wieder hops genommen xDD

nee diesmal haben die Kleinanleger verkauft --- die Fetten kaufen jetzt erst ....so wird es gespielt 🤩

Ganz bestimmt xDDDD

Und rot, wie ein Uhrwerk, jetzt kann man geil neu shorten xD

Und auspicipus

Nochmal 10 Stück nachgekauft 👍.

Absolut möglich......

Bald gibt es wieder Fomo

Und auspicius weg

SaaS is back

... Zur Info: Die „10. Mann“-Doktrin: Die Annahme einer Katastrophe wird zur Pflicht gemacht, auch wenn sie noch so absurd erscheint. ... Im Film World War Z ist die „Zehn-Mann-Regel“ des israelischen Sicherheitsrates das Herzstück der Vorbereitung des Landes. Diese Strategie besagt, dass wenn neun Mitglieder einer Gruppe einer Meinung sind, das zehnte Mitglied verpflichtet ist, die Gegenposition einzunehmen und die unwahrscheinlichsten Bedrohungen zu untersuchen. ... Wir haben bisher also lediglich die Rolle von Lynx nicht erkannt :-)

Dein Gehirn ist 80% von ATH entfernt und wir lassen dich hier in Ruhe.Tue uns den gleichen Gefallen

Er ist nur eine arme Wurst die glaubt,dass wenn wir unsere 10-100 tücke verkaufen,seine shorts rapide steigen

Was geht denn hier ab? Ist der Typ eigentlich nur zum Stressen da?😄