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US software sector
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- 1Dutch Tax Administration to ditch Microsoft 365 for open source●The 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.
- 2Google and Meta team up with US on virtual cells▼US, Google, Meta join forces to build ‘virtual cells’ for digital biology experiments
Google, Meta and US partners are joining forces to build 'virtual cells' — computational models of living cells that would let researchers run digital biology experiments instead of physical lab work. The initiative aims to accelerate drug discovery and biological research by simulating cellular behaviour in software, drawing attention as a major cross-sector push into AI-driven life science.
- 3Tom Hainlin on investing in the tech boom beyond chips▼Tom 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 ease●US 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.