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Software Stocks Get an Earnings Gut Check After Hot Summer Rally
Source: Bloomberg
Investor Sentiment & PositioningCorporate EarningsMarket Technicals & Flows
Software stocks have rebounded over the past month, prompting investors to bet that earlier weakness has stabilized. The article suggests the next catalyst will be this week’s earnings to determine whether the rally has “staying power,” but provides no quantified company results or guidance changes yet.
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