✉news TechnologySemiconductors first seen 7 d ago, last 2 d ago, peak #2

AI Trade Shifting From Chips to Software

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

Market analysts argue that the AI investment trade is not ending but rotating: after years of returns concentrated in semiconductor makers like Nvidia, the next phase may favour software and application companies that monetise AI. Investors are being told to watch for earnings evidence that AI spending is translating into revenue across enterprise software, rather than staying with hardware suppliers.

Why now: Investors are reassessing where AI-driven stock gains will come from next as chip-led momentum cools.

NvidiaAI software sectorsemiconductor industry

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Evidence

• 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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