IGV is trading at $109.29, up 1.52%, as software holds up amid technology weakness. - Investors are rotating away from AI infrastructure and chip stocks facing financing and inflation concerns. - Salesforce was among software outperformers; its roughly 4% IGV weight is context, not a dominant standalone driver. - September wholesale inflation exceeded expectations, reinforcing rate concerns, while the Nasdaq was lower in Thursday trading. Evidence supports relative software resilience, but no definitive catalyst for IGV’s intraday gain.