Why Oracle Stock and 2 Other Software Plays Are Struggling Even as Tech Shares Rally - Barron's
1. Software stocks show signs of fatigue; IGV ETF declines 3.6% last week. 2. Salesforce acquired Informatica, but the impact on CRM was minimal. 3. CrowdStrike's performance is worrisome, potentially indicating market shifts. 4. Oracle's significant YTD gain raises caution; could signal overvaluation. 5. Software sector may require a strategic realignment amidst market turbulence.