IGV Investors: Watch Oracle's Free Cash Flow as the Real Test of AI Capex Economics

iShares Expanded Tech-Software Sector ETF (IGV) closed Friday at $88.20, down 16.5% year to date and 18.9% over the past year, even as the broader AI trade continues to attract some capital. Despite ongoing AI interest, the software sector’s relative performance remains a headwind for investors.

Analysis

iShares Expanded Tech-Software Sector ETF (IGV) closed Friday at $88.20, down 16.5% year to date and 18.9% over the past year, even as the broader AI trade continues to attract some capital. Despite ongoing AI interest, the software sector’s relative performance remains a headwind for investors.