Software stocks are near record highs. Chips are still stuck in a bear market — except Nvidia ( NVDA) never really joined them. The handoff happened almost to the day. Chip stocks peaked on June 22.

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 ...

Software stocks, once left in the dust, have roared back in recent months as high-flying chip stocks take a back seat. "One ...

Siemens AG, Synopsys, and Cadence were informed that the export controls had been lifted. The U.S. had reportedly told several chip design software companies on May 23 that they were required to ...

The inference market is expected to grow faster than training, opening the door for AMD and Broadcom to outperform.

The third white paper in our series, “Building an AI Chip” delves into the critical aspects of ensuring robust security and efficient software development for AI chips. As AI applications become ...

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While the Dow and S&P 500 are now firmly in the green, the tech-friendly Nasdaq composite continues to seesaw around the flatline, as weakness in chip and software stocks offset the big rally in ...

The Trump administration has rescinded some restrictions on the export of chip-design software to China, just weeks after putting the limitations in place.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

Software stocks are near record highs. Chips are still stuck in a bear market — except Nvidia (NVDA) never really joined them. The handoff happened almost to the day. Chip stocks peaked on June 22.

The U.S. government has rescinded its export restrictions on chip-design software to China, three of the largest players in the space announced on Thursday.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