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

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

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 ...

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 ...

(Corrects paragraph 6 to indicate that Ghazi said AI tools and chip royalties are two separate initiatives to increase sales in different revenue reporting segments) By Stephen Nellis and Harshita ...

The Trump administration has rescinded some restrictions on the export of chip-design software to China, just weeks after putting the limitations in place.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

(Reuters) -Nvidia said on Tuesday it would launch a new artificial intelligence chip by the end of next year, designed to handle complex functions such as creating videos and software. The chips, ...

Shares in software compares surged ahead of Monday's opening bell.