While Wall Street obsesses over AI chip sales, a different, high-margin business is providing the stability that could answer the biggest risk.

Chip stocks have been crushing software, but investors have a way to bet on both. The iShares Semiconductor Exchange-Traded Fund came into Tuesday up 77% this year, versus the iShares Expanded ...

With major tech companies holding firm on billion-dollar investments into artificial intelligence, the top-performing semiconductor stocks have outpaced those of the software-as-a-service sector so ...

While much of the chip sector dropped sharply, the software and cloud giant barely budged -- and its diversified path to AI ...

SAN JOSE (Reuters) -Advanced Micro Devices has forged close ties to a batch of artificial intelligence startups as part of the company's effort to bolster its software and forge superior chip designs.

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 ...

Hong Kong (CNN) — The administration of US President Donald Trump has lifted restrictions on exports of chip design software to China, as Washington and Beijing work to dial down hostilities as part ...

The U.S. government has rescinded its export restrictions on chip-design software to China, three of the largest players in the space announced on Thursday. In separate statements, semiconductor ...

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 ...