Industry Briefing

Software Bounced Exactly Where I Wanted; What's Next?

The iShares Expanded Tech-Software Sector ETF (IGV) has experienced an 11% rebound since late June, driven by a shift in capital from semiconductor stocks. This recovery is supported by a strategic increase in the ETF's allocation to cybersecurity leaders, which now comprises 21.27% of its holdings, as these integrated platforms have been outperforming both generic software and the overall market. Major contributors to this growth include Microsoft and Oracle, which together account for 14.33% of IGV and are nearing the end of their selloff, with most downside risks already reflected in their valuations. Amrita Roy, an investment strategist based in Vancouver, plans to increase her holdings in IGV and select software stocks if technical indicators confirm a positive trend. She emphasizes the importance of monitoring price movements relative to the 200-day moving average and broader market trends. Roy, who runs a family office fund focused on sustainable growth investments, aims to provide accessible financial insights through her award-winning newsletter, The Pragmatic Optimist.

Robotic Process Automation in 2026: A Buyer’s Guide for Procurement Teams

Over the past decade, the landscape of Robotic Process Automation (RPA) has evolved significantly. Initially characterized by basic screen-scraping bots that mimicked human interactions with legacy desktop applications, the technology has now advanced to include both attended and unattended bots. These modern bots are capable of managing user interface tasks within various enterprise systems such as ERP and CRM platforms, as well as billing tools that organizations are reluctant to phase out. As of October 2023, RPA has shifted towards an API-first approach, enabling more sophisticated orchestration that directly integrates with cloud services at various integration points. This transformation reflects the growing demand for automation solutions that enhance efficiency and streamline operations across industries. The shift not only highlights the technological advancements in RPA but also underscores the necessity for businesses to adapt to changing digital landscapes in order to remain competitive.

Best Managed Virtual Assistant Services for Startups in 2026

Startup founders often face the challenge of managing their time effectively, as they typically do not require additional meetings but rather dependable assistance with administrative tasks. This includes inbox management, CRM follow-ups, and front-desk coverage, all without the burden of hiring another full-time employee. The insights shared are particularly aimed at operators in the fields of robotics, automation, and industrial technology, who seek scalable solutions that do not contribute to process inefficiencies. The recommendations provided focus on managed assistant services that can meet these needs, allowing startups to streamline operations while maintaining productivity.

How SMEs can use automation to their advantage

In 2026, small and medium-sized businesses in the U.S. are facing significant challenges as they navigate rising operational costs while meeting customer demands for quicker responses. With over 36 million small businesses in the country, many are still dependent on manual processes, which can lead to increased administrative burdens and reduced focus on revenue-generating activities. As the business landscape evolves, it becomes crucial for these enterprises to adopt more efficient systems to streamline operations and enhance customer service. The pressing need for modernization stems from the competitive market environment, where agility and responsiveness are key to survival and growth.

I'm Calling A Bottom For Software - 3 Stocks I'm Buying