Key Points Software stocks have lagged badly as AI development threatened to make them irrelevant. Over the past three months, software and cybersecurity stocks have significantly outperformed. The AI development slowdown and security narratives could continue to power software stocks higher. 10 stocks we like better than iShares Trust - iShares Expanded Tech-Software Sector ETF › Nvidia (NASDAQ: NVDA) has unquestionably been one of the biggest beneficiaries of the artificial intelligence (AI) boom. The next phase of the AI trade, however, might be dominated by something completely different. The one exchange-traded fund (ETF) I'm watching here to take advantage of this next phase is the iShares Expanded Tech-Software Sector ETF (NYSEMKT: IGV) .
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