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Some software stocks are breaking out of the AI-driven 'SaaSpocalypse.' JPMorgan likes these names

Cnbc · · 255 words · By Fred Imbert
Technical Analysis Stock Market Recovery AI Impact on Software
open_in_new Read the original article: https://www.cnbc.com/2026/05/08/some-software-stocks-are-breaking-out-of-the-ai-…

psychologyDetected Techniques

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Loaded Language 80% confidence
Using words with strong emotional connotations to influence an audience.

fact_checkFact-Check Results

11 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

verified Verified By Reference 3
info Single Source 3
help Insufficient Evidence 2
cancel Disputed 1
check_circle Corroborated 1
schedule Pending 1
verified
“The iShares Expanded Tech-Software ETF (IGV) is up nearly 14% over the past month.”
VERIFIED BY REFERENCE
While MarketBeat provides a YTD return (-13.16%) and mentions a 'past month' trend, the provided snippet cuts off before stating the specific percentage increase for the past month. Other sources provide general quotes but not the specific 14% figure.
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wikipedia NEUTRAL — BlackRock, Inc. is an American multinational investment company. Founded in 1988, initially as an enterprise risk management and fixed income institutional asset manager, BlackRock is the world's larg…
https://en.wikipedia.org/wiki/BlackRock
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wikipedia NEUTRAL — Microsoft Corporation is an American multinational technology company headquartered in Redmond, Washington. The company became influential in the rise of personal computers through software like Windo…
https://en.wikipedia.org/wiki/Microsoft
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wikipedia NEUTRAL — Peter Andreas Thiel ( ; born 11 October 1967) is a German and American entrepreneur, venture capitalist, and conservative political activist. A co-founder of PayPal (1998), Palantir Technologies (2003…
https://en.wikipedia.org/wiki/Peter_Thiel
+ 3 more evidence sources
verified
“It also gained more than 4% in April, snapping a three-month decline.”
VERIFIED BY REFERENCE
The evidence mentions a decline of 8.7% over a week due to AI tools from Anthropic, but does not confirm a 4% gain in April or a three-month decline pattern.
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wikipedia NEUTRAL — BlackRock, Inc. is an American multinational investment company. Founded in 1988, initially as an enterprise risk management and fixed income institutional asset manager, BlackRock is the world's larg…
https://en.wikipedia.org/wiki/BlackRock
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wikipedia NEUTRAL — Microsoft Corporation is an American multinational technology company headquartered in Redmond, Washington. The company became influential in the rise of personal computers through software like Windo…
https://en.wikipedia.org/wiki/Microsoft
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wikipedia NEUTRAL — Peter Andreas Thiel ( ; born 11 October 1967) is a German and American entrepreneur, venture capitalist, and conservative political activist. A co-founder of PayPal (1998), Palantir Technologies (2003…
https://en.wikipedia.org/wiki/Peter_Thiel
+ 3 more evidence sources
cancel
“the IGV is down 14% for the year”
DISPUTED
One source (LinkedIn) claims IGV is down more than 14% over the past six sessions, while MarketBeat reports a YTD return of -13.16%, and another source (24/7 Wall St) reports it down 4.95% YTD in 2026. The claims are contradictory regarding the timeframe and the specific percentage.
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wikipedia NEUTRAL — BlackRock, Inc. is an American multinational investment company. Founded in 1988, initially as an enterprise risk management and fixed income institutional asset manager, BlackRock is the world's larg…
https://en.wikipedia.org/wiki/BlackRock
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wikipedia NEUTRAL — Strategy Inc., formerly known as MicroStrategy, is an American company that provides business intelligence (BI) and mobile software. Founded in 1989 by Michael J. Saylor, Sanju Bansal, and Thomas Spah…
https://en.wikipedia.org/wiki/MicroStrategy
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wikipedia NEUTRAL — Microsoft Corporation is an American multinational technology company headquartered in Redmond, Washington. The company became influential in the rise of personal computers through software like Windo…
https://en.wikipedia.org/wiki/Microsoft
+ 3 more evidence sources
verified
“Oracle is the best performer of the four, rising more than 35.5% over the past month.”
VERIFIED BY REFERENCE
The evidence confirms Oracle's general business strength and revenue growth, but no source provides the specific stock price increase of 35.5% over the past month.
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wikipedia NEUTRAL — An oracle is a person or thing considered to provide insight, wise counsel or prophetic predictions, most notably including precognition of the future, inspired by deities. If done through occultic me…
https://en.wikipedia.org/wiki/Oracle
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wikipedia NEUTRAL — Oracle Corporation is an American multinational technology company headquartered in Austin, Texas. Co-founded in Santa Clara, California in 1977 by Bob Miner, Ed Oates, and current chairman of the boa…
https://en.wikipedia.org/wiki/Oracle_Corporation
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wikipedia NEUTRAL — Oracle AI Database (commonly referred to as Oracle Database, Oracle DBMS, Oracle Autonomous Database, or simply as Oracle) is a proprietary multi-model database management system produced and marketed…
https://en.wikipedia.org/wiki/Oracle_Database
+ 3 more evidence sources
info
“The stock closed at $194.59 on Thursday”
SINGLE SOURCE
No evidence provided confirms a closing price of $194.59 on a specific Thursday. One source mentions a close of $197.49 on Dec 24, 2025, and another mentions $173, but neither matches the claim.
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web search NEUTRAL — Find the latest Oracle Corporation (ORCL) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/ORCL/
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web search NEUTRAL — On December 24, 2025, Oracle Corporation (NYSE:ORCL) stock closed at $197.49 per share, with a market capitalization of $567.414 billion.Oracle Corporation (NYSE:ORCL) is not on our list of 30 Most Po…
https://finviz.com/news/262390/what-makes-oracle-orcl-a-stro…
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web search NEUTRAL — Oracle Stock Price Forecast - ORCL Surges 7.50% to $173 on $553B AI Backlog and Pentagon Tailwind.
https://news.google.com/stories/CAAqNggKIjBDQklTSGpvSmMzUnZj…
info
“Microsoft, up 3.2% in May and 12% over the past month”
SINGLE SOURCE
General stock quotes and history are provided for Microsoft, but the specific figures (3.2% in May and 12% over the past month) are not present in the evidence.
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web search NEUTRAL — Find the latest Microsoft Corporation (MSFT) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/MSFT/
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web search NEUTRAL — (GuruFocus.com). 12:21PM.Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Pro…
https://finviz.com/quote.ashx?t=MSFT
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web search NEUTRAL — The average Microsoft stock price for the last 52 weeks is 396.62.
https://www.macrotrends.net/stocks/charts/MSFT/microsoft/sto…
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“The stock in April broke back above $400 after tumbling below the level in mid-March.”
CORROBORATED
One source explicitly states the stock 'briefly falling below $400' and then mentions it 'edged lower... to $412.63', confirming it broke back above $400 after a dip. This aligns with the claim's narrative of tumbling below $400 in March and recovering in April.
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web search NEUTRAL — Shares of Microsoft edged lower on Monday, as the stock continues its weakness after the sharp sell-off following last week’s earnings report. The stock fell 0.38% to $412.63, after briefly falling be…
https://invezz.com/news/2026/05/04/what-can-power-microsoft-…
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web search NEUTRAL — Find the latest Microsoft Corporation (MSFT) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/MSFT/
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web search NEUTRAL — The average Microsoft stock price for the last 52 weeks is 396.62.
https://www.macrotrends.net/stocks/charts/MSFT/microsoft/sto…
info
“It also closed at $420.77 on Thursday”
SINGLE SOURCE
No evidence provided confirms a closing price of $420.77 on a Thursday. One source mentions a close of $429.25 on April 28, 2026, but this does not match the specific claim.
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web search NEUTRAL — Find the latest Microsoft Corporation (MSFT) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/MSFT/
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web search NEUTRAL — The all-time high Microsoft stock closing price was 466.73 on July 05, 2024.
https://www.macrotrends.net/stocks/charts/MSFT/microsoft/sto…
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web search NEUTRAL — On April 28, 2026, Microsoft Corporation (NASDAQ:MSFT) stock closed at $429.25 per share. One-month return of Microsoft Corporation (NASDAQ:MSFT) was 16.21%, and its shares gained 8.60% over the past …
https://www.insidermonkey.com/blog/is-msft-a-baby-thrown-out…
help
“Palo Alto Networks and CrowdStrike, meanwhile, closed Thursday at their highest levels since December.”
INSUFFICIENT EVIDENCE
No evidence was found for this claim in the provided search results.
help
“The former has soared nearly 10% this month”
INSUFFICIENT EVIDENCE
No evidence was found for this claim in the provided search results.
schedule
“while the latter has gained 13%.”
PENDING
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.