Software Stocks Are Likely to Face Near-Term Pressure -- Market Talk

Dow Jones

02/04

1137 GMT - Software stocks are likely to remain under pressure in the near term, XTB's Kathleen Brooks writes in a note. Investors are becoming selective about which companies they back, she says. The AI trade is fragmented in 2026, with company-specific factors continuing to drive individual stocks in the short term, she adds. This could weigh on the Nasdaq, as investors favor small caps over tech giants among other elements. Yet not all is bleak for the AI supply chain, she adds. "Memory and chip makers will be necessary to power Anthropic's latest tools and the others that come after it," she says. RELX and Wolters Kluwer shares are down 2.1% and 0.7%, respectively. (najat.kantouar@wsj.com)

(END) Dow Jones Newswires

February 04, 2026 06:37 ET (11:37 GMT)

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Investors are becoming selective about which companies they back, she says. The AI trade is fragmented in 2026, with company-specific factors continuing to drive individual stocks in the short term, she adds. This could weigh on the Nasdaq, as investors favor small caps over tech giants among other elements. Yet not all is bleak for the AI supply chain, she adds. \"Memory and chip makers will be necessary to power Anthropic's latest tools and the others that come after it,\" she says. RELX and Wolters Kluwer shares are down 2.1% and 0.7%, respectively. 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Investors are becoming selective about which companies they back, she says. The AI trade is fragmented in 2026, with company-specific factors continuing to drive individual stocks in the short term, she adds. This could weigh on the Nasdaq, as investors favor small caps over tech giants among other elements. Yet not all is bleak for the AI supply chain, she adds. \"Memory and chip makers will be necessary to power Anthropic's latest tools and the others that come after it,\" she says. RELX and Wolters Kluwer shares are down 2.1% and 0.7%, respectively. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4123":"调查和咨询服务","RELX":"Relx PLC","WTKWY":"Wolters Kluwer N.V."},"translate_title":"软件股近期可能面临压力——市场讨论","themeId":"703907a955c81d7971e7fd6c981ebdce","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WTKWY":0.9,"RELX":0.9},"content_text":"1137 GMT - Software stocks are likely to remain under pressure in the near term, XTB's Kathleen Brooks writes in a note. Investors are becoming selective about which companies they back, she says. The AI trade is fragmented in 2026, with company-specific factors continuing to drive individual stocks in the short term, she adds. This could weigh on the Nasdaq, as investors favor small caps over tech giants among other elements. Yet not all is bleak for the AI supply chain, she adds. \"Memory and chip makers will be necessary to power Anthropic's latest tools and the others that come after it,\" she says. 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