The software sector has struggled in recent months amid concern that software companies will struggle to survive in the AI ...

Sales and profit estimates for chip companies have moved higher, valuations have expanded—and volatility is picking up. What ...

As AI focus shifts from chips to applications, software stocks like PLTR, XYZ, TEAM and DOCU could benefit from rising ...

Jensen Huang spent most of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction)’s Q1 FY27 earnings call on May 20, 2026 doing ...

ByteDance’s AI chip shift shows how US export controls and China’s domestic hardware push are reshaping AI infrastructure ...

Software stocks spiked on Monday after Nvidia CEO Jensen Huang unveiled plans for a new chip that will power personal ...

SANTA CLARA, California - (Reuters) -The computing chips that power artificial intelligence consume a lot of electricity. On Wednesday, the world's biggest manufacturer of those chips showed off a new ...

The AI trade is no longer one trade. For the first time in 25 years, chip stocks and software stocks have started moving in opposite directions. The shift came on April 9, after more than 6,200 ...

The Trump administration has rescinded some restrictions on the export of chip-design software to China, just weeks after putting the limitations in place. Software firms Synopsys and Cadence and the ...

Colin is an Associate Editor focused on tech and financial news. He has more than three years of experience editing, proofreading, and fact-checking content on current financial events and politics.