iShares Expanded Tech-Software Sector ETF is trading 5.1% up today as NVIDIA’s latest AI and Windows PC chip announcements reignite optimism across the broader software ecosystem.
- The rally is driven by a rotation back into cloud, enterprise, and application software names that dominate the fund's portfolio.
- Market sentiment is further bolstered by record-high U.S. equity indices and sustained enthusiasm for AI-related infrastructure spending.