The software sector is back in favor with investors, but companies now face higher expectations when they report their earnings in the coming weeks. Over the 100 trading days through Monday, the iShares Expanded Tech-Software Sector ETF IGV outperformed the VanEck Semiconductor ETF SMH by more than 26 percentage points. Analysts have identified several top picks whose results could stand out as the earnings season accelerates, according to Nicholas Colas, co-founder of DataTrek Research.
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