Software roared back last quarter. Cramer says these stocks can keep climbing
- ID
- 30983
- Status
- summarized
- Published
- 02 Oct 2026, 6:18 AM
- Fetched
- 02 Oct 2026, 6:51 AM
- Provider
- CNBC Technology
- Category
- technology
- Original URL
- https://www.cnbc.com/2026/10/01/jim-cramer-software-stocks-q3.html
- Source URL
- https://www.cnbc.com/id/19854910/device/rss/rss.html
Summary
- Score
- 2.5
- Created
- 02 Oct 2026, 6:52 AM
- Tags
- Audience
- saas_foundersdevelopers
What happened
CNBC's Jim Cramer called enterprise software's Q3 2026 rebound the quarter's defining market story: the iShares Expanded Tech-Software ETF (IGV) gained 17% while the iShares Semiconductor ETF (SOXX) fell 11%. Salesforce led with a 46% quarterly gain, helped by the unveiling of 'Claudeforce,' described as including a plugin that lets customers use Anthropic's model; Microsoft, Workday and Veeva were also cited as winners. Cramer's stated risk for the coming quarter is higher interest rates.
Why it matters
This is stock-picking commentary, not a product or technical change, so there is nothing here a builder must act on. The only decision-relevant signal is sentiment: public investors repriced enterprise SaaS as an AI tailwind rather than an AI casualty (IGV +17% vs SOXX -11%, Salesforce +46%), which is the narrative SaaS founders will hear in fundraising conversations. Treat the 'Claudeforce' mention as a name-drop only — the excerpt gives no pricing, availability, or technical detail, so do not plan any integration around it from this source.
Discussion angle
If public markets just flipped from 'AI kills SaaS' to 'AI lifts SaaS' in one quarter, what does that mean for how Malaysian SaaS founders frame the AI story in a pitch — and is the flip a durable re-rating or just a rotation out of semis?