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Here's how to play the sector as the dust settles.","url":"https://stock-news.laohu8.com/highlight/detail?id=2609547405","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609547405?lang=en_us&edition=fundamental","pubTime":"2026-02-07 20:30","pubTimestamp":1770467400,"startTime":"0","endTime":"0","summary":"Analysts see opportunities in shares of cybersecurity, infrastructure and HR software companies. Investors can take a breather and assess whether there are opportunities to buy some beaten-down software stocks, after what some analysts believe was \"indiscriminate\" selling.Software stocks have taken a beating, and now investors get a pause to assess the carnage and see whether some parts of the sector have been unfairly punished.The Shares Expanded Tech-Software Sector ETF IGV snapped an eight-session losing streak on Friday, but it has still dropped 16.5% since the streak started. The declines over that time were widespread - affecting not just makers of products like specialty software for the legal field, which may be at risk of more imminent disruption from new artificial-intelligence tools, but also shares of cybersecurity and infrastructure plays that analysts think might be more insulated.Belton wrote in a note that for software, it was never the code itself which was the 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Cloudflare, Merck, Microsoft, fuboTV Trending Among Analysts","url":"https://stock-news.laohu8.com/highlight/detail?id=2609544181","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609544181?lang=en_us&edition=fundamental","pubTime":"2026-02-07 17:02","pubTimestamp":1770454977,"startTime":"0","endTime":"0","summary":"Analysts are intrested in these 5 stocks: ( ($ENPH) ), ( ($NET) ), ( ($MRK) ), ( ($MSFT) ) and ( ($FUBO) ). Here is a breakdown of their 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Investors, Inc. ET AL Boosts Microsoft Stake","url":"https://stock-news.laohu8.com/highlight/detail?id=2609545396","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609545396?lang=en_us&edition=fundamental","pubTime":"2026-02-07 11:02","pubTimestamp":1770433341,"startTime":"0","endTime":"0","summary":"Gamco Investors, Inc. ET AL, managed by Mario Gabelli, recently executed a significant transaction involving Microsoft (($MSFT)). 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year's Super Bowl ads tell you the AI bubble is about to burst","url":"https://stock-news.laohu8.com/highlight/detail?id=2609193517","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609193517?lang=en_us&edition=fundamental","pubTime":"2026-02-07 07:40","pubTimestamp":1770421200,"startTime":"0","endTime":"0","summary":"Why the artificial-intelligence advertising spree could be the last hurrah - like the dot-coms in 2000. OpenAI and Anthropic are losing enormous amounts of money, yet are given valuations as if they were real companies making real profits.During Super Bowl XXXIV on Jan. 30, 2000, 14 of the 61 television advertisements were for internet startups. Perhaps they should have heeded the advice offered by E-Trade's \"Waste of Money\" ad that year, which featured a dancing monkey and ended with the on-screen punchline: \"Well, we just wasted $2,000,000. What are you doing with your money?That Super Bowl was played just before the dot-com bubble burst. Fast-forward to 2026: This year's Super Bowl ads are heavily promoting AI, which may be the only indicator you need of whether AI is a bubble about to burst.Yardeni also cited a 2016 Citibank study that looked at covers of the Economist dating back to 1998 and identified 44 covers that were decidedly optimistic or pessimistic about the stock 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(MSFT): New Buy Recommendation for This Technology Giant","url":"https://stock-news.laohu8.com/highlight/detail?id=2609512760","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609512760?lang=en_us&edition=fundamental","pubTime":"2026-02-07 06:35","pubTimestamp":1770417327,"startTime":"0","endTime":"0","summary":"In a report released today, Raimo Lenschow from Barclays maintained a Buy rating on Microsoft, with a price target of $600.00. According to 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St Week Ahead-Tech stock shakeout clouds market ahead of economic data deluge","url":"https://stock-news.laohu8.com/highlight/detail?id=2609514508","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609514508?lang=en_us&edition=fundamental","pubTime":"2026-02-07 05:47","pubTimestamp":1770414421,"startTime":"0","endTime":"0","summary":"Wall St Week Ahead-Tech stock shakeout clouds market ahead of economic data delugeUpdates with Friday's market actionDow industrials hit 50,000 on Friday as stocks reboundSoftware swoon draws questions about AI's impactJobs report due on Wednesday, CPI on Friday in busy data weekBy Lewis Krauskopf. Stress is centering on software, with the S&P 500 software and services index .SPLRCIS tumbling 15% in a little over a week. Fears about AI disruption were compounded by disappointing earnings reports including from software giant Microsoft MSFT.O. The fallout for software underscores how investors are increasingly trying to determine winners and losers from AI.\"Before, it was 'AI lifted all ships,'\" 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Had an Awful Earnings Season. Other Stocks Are Saving the Day. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2609519900","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609519900?lang=en_us&edition=fundamental","pubTime":"2026-02-07 04:34","pubTimestamp":1770410040,"startTime":"0","endTime":"0","summary":"It is no secret that technology stocks have had a rough earnings season. Perhaps the true revelation is that most other sectors are holding up just fine, a positive sign for investors.Since Jan. 28, when Microsoft's earnings report kicked off a wave of selling in tech, the State Street Technology Select Sector SPDR exchange-traded fund is down about 6%. While some tech companies still have to report -- Nvidia is releasing its results in late February -- the numbers companies have disclosed so far haven't been enough to boost their stocks.The average tech-stock price movement the trading day after earnings is a decline of about 1%, according to Evercore, even though aggregate earnings for the sector are almost 9% better than analysts expected.The overarching problem has been that the Big Tech services companies, especially software names, are spending way too much for the market's liking. Amazon.com, Microsoft, and the likes are investing a combined hundreds of billions of dollars 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22% Cash Edge Vs. Amazon's $200 Billion AI Gamble: Analysts Pick 2026 Winners","url":"https://stock-news.laohu8.com/highlight/detail?id=2609519838","media":"Benzinga_recent_news","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609519838?lang=en_us&edition=fundamental","pubTime":"2026-02-07 03:53","pubTimestamp":1770407580,"startTime":"0","endTime":"0","summary":"Hyperscalers entering new phase of aggressive AI spending, with MSFT standing out for cash flow resilience while AMZN faces investor pressure over capex plans. 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Microsoft’s Cash Flow Sets It Apart from Other Hyperscalers","url":"https://stock-news.laohu8.com/highlight/detail?id=2609080518","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609080518?lang=en_us&edition=fundamental","pubTime":"2026-02-07 01:10","pubTimestamp":1770397813,"startTime":"0","endTime":"0","summary":"Microsoft’s ($MSFT) free cash flow looks more durable than that of its largest cloud peers, according to BNP Paribas. 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Tech's quarter in four charts: AI splurge and cloud growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2609181145","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609181145?lang=en_us&edition=fundamental","pubTime":"2026-02-07 01:06","pubTimestamp":1770397594,"startTime":"0","endTime":"0","summary":"GRAPHIC-Big Tech's quarter in four charts: AI splurge and cloud growthBy Harshita Mary Varghese and Anhata 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To Trade SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, TSLA Using Technical Analysis","url":"https://stock-news.laohu8.com/highlight/detail?id=2609592269","media":"Benzinga_recent_news","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609592269?lang=en_us&edition=fundamental","pubTime":"2026-02-06 23:09","pubTimestamp":1770390540,"startTime":"0","endTime":"0","summary":"Today's session closes out the week with several scheduled releases, though many of the traditionally market moving labor data points are not expected due to the ongoing government shutdown. That includes the January unemployment rate, non farm payrolls, private payrolls, manufacturing payrolls, labor force participation rate, underemployment rate, and average hourly earnings, all of which would normally define Friday risk. The absence of those releases places greater importance on sentiment and inflation expectations data later in the morning.At 10:00AM ET, markets will focus on the preliminary University of Michigan consumer sentiment report, including current conditions, expectations, and both one year and five to ten year inflation expectations. These readings will be closely watched for any shift in inflation psychology amid the shutdown. At the same time, the Financial Literacy and Education Commission meeting chaired by Treasury Secretary Scott Bessent may generate policy 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Tech to Spend $650 Billion This Year As Amid Intensifying Competition","url":"https://stock-news.laohu8.com/highlight/detail?id=1115013672","media":"Tiger Newspress","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1115013672?lang=en_us&edition=fundamental","pubTime":"2026-02-06 22:16","pubTimestamp":1770387363,"startTime":"0","endTime":"0","summary":"The four major American technology giants jointly predict that by 2026, their total capital expenditure will reach approximately 650 billion US dollars - this is an astonishing amount of funds, 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rout, as stocks such as NVIDIA (NVDA), Microsoft (MSFT), and Tesla 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Chatter: Big Tech Turning to Influencers to Promote Artificial Intelligence Tools","url":"https://stock-news.laohu8.com/highlight/detail?id=2609591176","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609591176?lang=en_us&edition=fundamental","pubTime":"2026-02-06 22:09","pubTimestamp":1770386950,"startTime":"0","endTime":"0","summary":"Microsoft , Alphabet's  Google and other tech companies are using social media influencers to attract new users to their artificial intelligence services, CNBC reported Friday.OpenAI, Anthropic and Meta Platforms  are also paying creators to post sponsored content on platforms like Instagram, YouTube, LinkedIn and Facebook, with some deals reaching hundreds of thousands of dollars, according to the report.Some creators are paid up to $100,000 per post, while long-term partnerships can pay far more, CNBC said, citing industry experts.While many creators are accepting these deals, others are turning them down due to ethical concerns or fear of backlash from audiences who are skeptical of artificial intelligence, the report 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Regulators Intensify Crackdown on Major Technology Corporations","url":"https://stock-news.laohu8.com/highlight/detail?id=1160099223","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1160099223?lang=en_us&edition=fundamental","pubTime":"2026-02-06 21:32","pubTimestamp":1770384761,"startTime":"0","endTime":"0","summary":"European regulatory bodies have initiated a series of investigations into large technology firms in recent years. The following are some of the actions that have been taken: Alphabet In December, 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