Software stocks are fading — but these 4 could shine through the rest of the year
Reported by MarketWatch · marketwatch.com · July 30, 2026
Evercore recommends Microsoft, ServiceNow, Salesforce and Samsara.
What the tape says
What to watch: Monitor chip inventory cycles — overhang periods precede sharp upside moves in semis.
Market reaction today: $MSFT +0.84%
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