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Software stocks just passed a big milestone

Could it be "SaaSpocalypse Never?" Software stocks are surging back from an artificial intelligence-driven sell-off that saw the group shed almost 40% from highs last year, rallying about 6% Monday in a surge that brought the year-to-date performance in the iShares Expanded Tech-Software Sector ETF (IGV) into positive territory for the first time. The fund is now less than 9% below its all-time high from September after a 44% rally off its April low.

CNBC 8d ago

SIRT7 regulates dosage compensation and safeguards the female X chromosome

Abstract Sirtuins are deacetylases implicated in stress responses and longevity in mammals1,2. Although their differential impact on disease for the two sexes has been noted3,4,5,6,7, the underlying reasons are unclear. Here, using Sirt7 as a model in mice, we examine the mechanisms leading to sex differences and find that Sirt7−/− female mice have decreased fitness throughout their lifespan.

Nature 20h ago

Why we're not discouraged by CrowdStrike and Broadcom selling. Context is everything

There is no denying that waking up Thursday morning to the post-earnings declines in CrowdStrike and Broadcom is painful. It was also painful to see a similar sell-off in Palo Alto Networks in the prior session. In fact, Palo Alto stock is now riding a three-session losing streak.

CNBC 6d ago

Two reasons for optimism after Tuesday's whipsaw market sell-off

With CPI inflation data in the morning and software giant Oracle reporting earnings after the bell, Wednesday presents a big test for a U.S. stock market trying to find its footing after its worst day in a year and a nail-biting whipsaw session on Tuesday. There's reason for optimism, judging by bullish options flows around stocks that do better when interest-rates stay lower, and call-buyers who are prepared for the biggest move in Oracle since Covid. First, inflation: despite economists...

CNBC 8h ago