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Software just flipped the script on chips. It's rotation, not a verdict.
3 days ago · - August 2026 saw a market rotation from AI chips to software 861053-1.15%, with IGV IGV -1.35% up 16% vs. SOXX’s …
The AI 'Slowdown' Sell-Off Was a Rotation, Not a Verdict
5 days ago · The market answered with a split, not a consensus If investors had believed a slowdown would kill AI, everything AI-tied …
AI Hardware Squeeze Forces Software Capital Rotation
Jun 2, 2026 · The physical AI infrastructure trade is rapidly draining capital from the software sector, revealing a sharp divergence in …
Tech Rotation Charts: Hardware Leads as Software Stocks Cool
Sep 8, 2026 · Intense Divergence Within the Mag7: AI computing and platform companies (NVDA) led gains, while cloud services …
AI Stock Rotation: Hardware Surges as Software Slumps
Sep 9, 2026 · Market participants now face a critical question heading into Wednesday: does this infrastructure-heavy rotation …
Meta, Alphabet and Microsoft Rise While Nvidia Falls After Three AI ...
5 days ago · Three AI chief executives agreed on one thing over the weekend, and by Monday morning billions in market value had …
Why Software ETFs Are Suddenly Beating Semiconductors - ETF.com
Sep 1, 2026 · Suddenly, software ETFs are beating semiconductors. Here's why the rotation is happening, and how the top funds on …
AI Hardware vs Software Stocks: The Rotation Is On · Lycoris …
Jul 23, 2026 · The hardware-versus-software split is the most important structural story in the AI trade right now, and it reflects a …
AI Stocks Split: Software Rallies as Chip Stocks Fall
Aug 11, 2026 · A rotation is splitting the AI trade, with money moving out of AI stocks and into software. We break down why, and …
Global Chip Rally Leaves Software Behind as Investors Bet on AI Hardware
Jun 25, 2026 · Micron and Dell surged 5% on June 25 as global investors rotated from AI software into semiconductor hardware. …
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