Software stocks extended their rebound for a second straight session after last week’s brutal selloff, with the iShares Expanded Tech-Software Sector ETF (NYSE:IGV) jumping more than 3% on Monday — its strongest daily gain since late April 2025 — as dip-buyers stepped back in.

The Nasdaq 100 climbed 1%, outperforming broader Wall Street, while the S&P 500 added 0.7%. Small caps also advanced 1%, whereas the Dow Jones Industrial Average was little changed near 50,100, hovering just below record highs.

Among individual software stocks, AppLovin Corp. (NASDAQ:APP) surged more than 14% after logging four consecutive weekly declines.

Oracle Corp. (NYSE:ORCL) soared 11%, marking its best session since September, while Palantir Technologies Inc. (NASDAQ:PLTR) rose 7%, extending Friday’s 4.5% rebound.

Commodities joined the risk-on move. Oil prices jumped more than 2% to $64.6 a barrel, while gold snapped back sharply, rallying 2.5% to $5,090 an ounce.

Silver led the complex, soaring over 6% to $82 an ounce after plunging to as low as $64 last Friday — nearly 50% below its late-January record high of $121. The precious metal is up over 17% in the last two sessions, eyeing its strongest 2-day rally since 2009.

Crypto markets, however, lagged the broader rebound, signaling that risk appetite remains fragile in that segment.

Bitcoin (CRYPTO: BTC) slipped 0.4% to around $70,000, while Ethereum (CRYPTO: ETH) was flat near $2,085.

Monday’s Performance In Major US Indices, ETFs

Major Indices Price 1-day %
Nasdaq 100 25,342.31 1.1%
Russell 2000 2,695.22 0.9%
S&P 500 6,980.29 0.7%
Dow Jones 50,096.85 0.0%
Updated by 12:30 p.m. ET

According to Benzinga Pro data:

  • The Vanguard S&P 500 ETF (NYSE:VOO) advanced 0.65% to $639.39.
  • The SPDR Dow Jones Industrial Average ETF (NYSE:DIA) flattened $500.92.
  • The tech-heavy Invesco QQQ Trust Series (NASDAQ:QQQ) jumped 0.95% to $615.42.
  • The iShares Russell 2000 ETF (NYSE:IWM) climbed 0.83% to $267.22.
  • Among sector funds, the Technology Select Sector SPDR Fund (NYSE:XLK) outperformed, rising 1.8%, while the Consumer Staples Select Sector SPDR Fund (NYSE:XLP) lagged, down 1.1%.

Russell 1000’s Top 5 Gainers

Stock Name % Change
AppLovin Corporation +14.61%
Bullish (NYSE:BLSH) +12.62%
Nexstar Media Group, Inc. (NASDAQ:NXST) +11.66%
Nextstar Media Group (NASDAQ:NXST) +11.59%
Oracle Corporation +11.58%

Russell 1000’s Top 5 Losers

Stock Name % Change
Kyndryl Holdings, Inc. (NYSE:KD) -54.35%
Cleveland-Cliffs Inc. (NYSE:CLF) -17.94%
Waters Corporation (NYSE:WAT) -10.27%
e.l.f. Beauty, Inc. (NYSE:ELF) -8.60%
DXC Technology Company (NYSE:DXC) -8.22%

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