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 ...

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 ...

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

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 ...

A little-known software platform called CUDA could be the real reason Nvidia remains so difficult to challenge.

The U.S. government has rescinded its export restrictions on chip-design software to China, three of the largest players in the space announced on Thursday.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

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

The Trump administration has rescinded some restrictions on the export of chip-design software to China, just weeks after putting the limitations in place.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