Software stocks are fading — but these 4 could shine through the rest of the year

MarketWatch reports that software stocks are under pressure as investors rotate back into chip names, but Evercore argues the sector is not broken—just split between winners and laggards. The piece highlights Microsoft, ServiceNow, Salesforce and Samsara as software names that could outperform for the rest of the year, with Evercore’s Kirk Materne seeing them as potential AI beneficiaries. The market reaction cited in the story shows weakness across key software names, while Microsoft stands out as a major positive performer. Overall, the article suggests the broader software space remains challenged, but select companies with stronger AI exposure and better fundamentals may continue to attract capital despite sector-wide fading sentiment.