Chip stocks have been crushing software, but investors have a way to bet on both. The iShares Semiconductor Exchange-Traded Fund came into Tuesday up 77% this year, versus the iShares Expanded ...

While shares of chip makers and cloud providers have been the winners so far this year, there are still opportunities for investors in software stocks, analysts say With major tech companies holding ...

Domestic chip design software vendors embrace Huawei's Tau Scaling Law, but analysts caution that breaking US dominance is ...

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The U.S. government has rescinded its export restrictions on chip-design software to China, three of the largest players in the space announced on Thursday. In separate statements, semiconductor ...

Cadence and Synopsys saw their shares move lower on a Financial Times report saying a division of the U.S. Commerce Department told them to stop selling to organizations in China. The federal agency ...

The 2026 tape has split in two. Semiconductor stocks have ripped higher on AI infrastructure demand, while software names that powered the last cycle have stalled or rolled over. NVIDIA (NASDAQ:NVDA | ...

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