Shares of software companies are trading higher as the sector rebounds from last week's sell-off following IBM's profit warning. Investors may also be rotating into software names as weakness in semiconductor and AI hardware stocks shifts interest toward less capital-intensive areas of the technology sector.

Shares of software companies are trading higher as the sector rebounds from last week's sell-off following IBM's profit warning. Investors may also be rotating into software names as weakness in semiconductor and AI hardware stocks shifts interest toward less capital-intensive areas of the technology sector.