A look at the best and worst S&P 500 stocks this year shows how tech investors have piled into semiconductor plays and bailed ...

By Shashwat Chauhan Jan 29 (Reuters) - U.S. software stocks fell on Thursday after SAP's underwhelming cloud outlook and a ...

Artificial intelligence has shifted from next big thing to core infrastructure. In 2026, the AI economy is increasingly ...

Nvidia's earnings could give a jolt to other AI semiconductor plays if the outlook impresses, but don't expect software stocks to lose shine during a seasonally strong quarter While semiconductor ...

Intel Corp’s (NASDAQ:INTC) latest foray into the software realm is proving successful. According to Chief Technology Officer Greg Lavender, the company aims to achieve cumulative software revenue of ...

With its newest AI chip, Microsoft plans "wider customer availability" after its initial product was only used for internal ...

SAN FRANCISCO, Jan 26 (Reuters) - Microsoft on Monday unveiled the second generation of its in-house artificial intelligence ...

Big Blue has developed a program that can automatically determine the best-size circuitry components for a given microprocessor design. Stephen Shankland worked at CNET from 1998 to 2024 and wrote ...

Hedge funds made an about-face last week dumping semiconductor stocks — beneficiaries of the artificial intelligence boom — while snatching up software. Fund managers net sold US technology stocks for ...

With major tech companies holding firm on billion-dollar investments into artificial intelligence, the top-performing semiconductor stocks have outpaced those of the software-as-a-service sector so ...

(Reuters) - U.S. chip stocks were the biggest beneficiaries of last year's artificial intelligence investment craze, but they have stumbled so far this year, with investors moving their focus to ...