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US software sector
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- 1Dutch government builds Microsoft alternative on NixOSโDutch governments builds alternative for Microsoft based on NixOS
The Dutch government is developing an alternative to Microsoft's software stack built on NixOS, the declarative Linux distribution. The project, presented via the DAWO community platform, is part of efforts to reduce dependence on a single US vendor and strengthen digital sovereignty in public administration. The move has drawn attention among open-source advocates and public-sector IT watchers.
- 2Dutch Tax Administration to ditch Microsoft 365 for open sourceโThe Tax Administration of the Netherlands has decided to move from M365 to opensource and on premis solutions for it's o
The Netherlands' Tax Administration has decided to replace Microsoft 365 in its office environment with open-source, on-premises solutions. The move was confirmed in a letter sent to the Dutch parliament and reported in the Dutch press. Observers are calling it an important step toward digital sovereignty, with the tax authority reducing its dependence on US cloud vendors and foreign-controlled software for handling sensitive taxpayer data.
- 3Tom Hainlin on investing in the tech boom beyond chipsโผTom Hainlin reveals how to play the tech boom beyond chips
US Global Investors' Tom Hainlin outlined investment strategies for benefiting from the technology rally outside the semiconductor sector. He argued that while chips have driven much of the boom, investors can find opportunities in broader areas of tech such as software, cloud services and AI-related businesses. The commentary comes as markets debate whether the tech rally can broaden out.
- 4US software stocks hit fresh 2026 highs as AI fears easeโUS software stocks scale fresh 2026 highs as AI disruption worries fade
US software stocks have climbed to new 2026 highs as investor worries that artificial intelligence could disrupt traditional software business models continue to fade. The Reuters report points to renewed confidence in the sector, with traders rotating back into software names after months of uncertainty. Market watchers are treating the rally as a sign that AI is being viewed more as an opportunity than a threat for established software firms.
- 5Epic halts product development to fix security flawsโผMedical records giant Epic pauses product development to fix security bugs that risk patients' data
Epic Systems, the giant behind electronic medical records for much of the US healthcare sector, has paused new product development to address security bugs that could expose patients' data. The unusual decision underscores how seriously the company is treating the vulnerabilities as hospitals and health systems rely on its software to safeguard sensitive medical information.
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US stock indexes slipped as a rise in Treasury yields weighed on equities, offsetting strength in software shares. Investors are watching bond markets closely, with higher yields raising borrowing costs and pressuring valuations. Traders were rotating between sectors, with software stocks providing the main bright spot during the session.
- 7Schneider Electric Nears $20 Billion Deal to Acquire PTCโSchneider Electric Nears $20B Deal to Acquire US PTC โ FT Reports
Schneider Electric is reportedly close to a deal worth around $20 billion to acquire PTC, the US industrial software company, according to the Financial Times. The acquisition would mark a major move by the French energy management group deeper into industrial software, expanding its automation and digital technology offerings. Details of the talks, including timing and final terms, have not been confirmed by either company.
- 8DeepSeek ships open-source software supporting Huawei Ascend chipsโผChina's AI industry closes ranks as Deepseek ships open-source software for Huawei's Ascend chips
DeepSeek has released open-source software enabling its AI models to run on Huawei's Ascend chips, a move read as China's AI sector rallying around domestic semiconductor alternatives to Nvidia. The release highlights growing efforts to build a self-sufficient AI hardware and software stack in China amid ongoing US export restrictions on advanced chips.
- 9Alkami Technology Sale Rejection Seen as Potential Game ChangerโSale Rejection Could Be A Game Changer For Alkami Technology (ALKT)
Alkami Technology, a US banking software provider, has rejected a sale, and analysts suggest the decision could prove a game changer for the company's future. By remaining independent, Alkami keeps control of its growth strategy in the competitive fintech sector. Investors are now weighing whether staying standalone will deliver more value than a buyout would have offered, making the stock one to watch in coming quarters.