The software sector, represented by the IGV ETF, is experiencing a significant rally today, driven by strong quarterly results and positive forecasts from two major tech players, Nvidia and Salesforce. Salesforce's robust performance and its partnership with AI company Anthropic have helped to alleviate investor fears that artificial intelligence would disrupt traditional software business models. This has led to a broader rally in software stocks, with investors rotating back into a sector that had been under pressure for much of the year.