✉news Technology Semiconductors first seen 3 d ago, last 1 h ago, peak #2

AI Trade Shifting From Chips to Software, Analysts Say

Original: The AI Trade Isn't Over—It's Shifting From Chips to Software. What to Watch?

Market commentary argues the AI investment trade is not ending but rotating, with momentum moving from semiconductor stocks toward software companies that monetise AI applications. Investors are being told to watch software firms with clear AI revenue paths as chipmakers' valuations cool, marking a possible new phase in the AI rally.

Why now: Investors are reassessing where AI-driven gains will come from next as chip stocks show signs of cooling.

Nvidia AI software sector semiconductor industry Wall Street investors Moomoo

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Rank over time, top of the chart is #1. 12 snapshots from 16 h ago to 1 h ago.

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The AI Trade Isn't Over—It's Shifting From Chips to Software. What to Watch? · Moomoo
The AI Trade Isn't Over—It's Shifting From Chips to Software. What to Watch? · Moomoo

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