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Software stocks are feeling positive sentiment amid concerns over AI trading. The contrast between chip and software performance has been a major theme in 2026.

SAP’s shares jumped after earnings, highlighting its success in AI. The software sector is recovering strongly, but the market still needs to identify clear winners and losers.

The S&P 500’s performance is heavily dependent on tech stocks, which are currently leading market gains.

Palantir rose 4% as software stocks rallied, while ServiceNow gained 3% and Salesforce stayed flat. The rally’s durability is questioned due to high valuation and an undisclosed federal partnership.

France’s 10-year borrowing cost climbed to more than 1.5 percentage points over Germany’s on Tuesday. It's the widest risk premium to own French government debt since 2012. Read more here.

Geopolitical tensions are increasingly reshaping the global economy. Learn why geopolitical fragmentation is reshaping the global economy and increasing the focus on resilience.

Palantir’s stock climbed 3% to $191 as tech gains continued, and the company partnered with Knox Systems to boost government cloud software.

The tech trade is still selling, and investors are calling for support to come soon.