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10.02.26 - 18:45
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′Off The Charts′: Retail Is Buying-The-Dip In Software Stocks Like Never Before (ZeroHedge)
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'Off The Charts': Retail Is Buying-The-Dip In Software Stocks Like Never Before
Starting on Friday, we have seen a sudden reversal from panic-selling to panic-buying in tech stocks, which has lifted Nasdaq back above its 100DMA...
The headline-grabbing culprit for much of the pain to the downside was Software stocks (IGV as an example of an ETF that tracks the sector), which collapsed as specifically SaaS firms faced 'existential threats' from AI disruption.
That snapped Software valuations down dramatically...
And, suddenly - starting Friday morning - buyers appeared to snap up these newly cheap stocks...
Inflows into IGV - the Software ETF - have soared...
But, the question has been - who's buying?
Well now we have the answer, thanks to Vanda Research:
1M rolling net retail inflows into the iShares Software ETF (IGV) surged to a record $176mn as of close yesterday, more than double the prior peak seen during the late-2024 software drawdown.
This is one of the more aggressive episodes o...
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08.01.26 - 15:39
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Vanda and Exante Data Combine in Strategic Merger (Business Wire)
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Combined Business Offers a Unique Portfolio of Must-Have Data, Research and Analytical Solutions With Leading Capabilities in Tactical and Structural Flow and Positioning AnalysisLONDON & NEW YORK--(BUSINESS WIRE)--This morning Vanda, a global leader of high-frequency positioning data and tactical macro insights and Exante Data Inc, an innovative data analytics and global macro strategy provider announced they completed a definitive merger agreement. Under the terms of the agreement, Exante Data Inc will merge with and into Vanda through the acquisition by Vanda of all of the outstanding capital stock of Exante. Following the closing, Jens Nordvig will assume the role of President and join the Board of Directors of the combined company.
Vanda is the market leader in tactical positioning and flow data, empowering a growing clientele which today includes the world's largest investment banks, hedge funds along with central banks, sovereign wealth funds and other leading global asset managers.
Exante Data is...
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