ServiceNow, Workday, and AppLovin are software stocks trading near the top of the S&P 500. Is the AI narrative around ...

Modular, one of the most promising chip software startups of the AI era, heads for a multibillion-dollar exit.

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 ...

Qualcomm is guiding to $5B data-center revenue in FY27 and $15B by 2029, plus lifting non-phone chip revenue to $40B by 2029.

ServiceNow rose nearly 10% on Friday and was one of the top gainers in the S&P 500.

Faced with restrictions on advanced technologies, Huawei has been forced to rethink how to raise performance. So, in a very ...

Domestic chip design software vendors embrace Huawei's Tau Scaling Law, but analysts caution that breaking US dominance is far from easy China's chip design software industry is rallying behind Huawei ...

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 ...

While shares of chip makers and cloud providers have been the winners so far this year, there are still opportunities for investors in software stocks, analysts say With major tech companies holding ...