Investors profit from buying chip stocks and selling software shares in 2026

6 articles · Updated · Bloomberg · Apr 28

Senior equity strategist Kevin Shea of BNY Wealth highlights a growing gap in performance between semiconductor and software stocks this year.
Chip stocks are seeing growth and margin expectations revised upward, while software stocks face downward revisions in both areas.
This trend marks a 'new normal' for tech investing in 2026, with the divergence between winners and losers widening as the year progresses.

With chip stocks soaring, what are the hidden risks of a concentrated AI hardware bubble?

Which semiconductor firms beyond the giants are best positioned to benefit from 'Memflation'?

Is the software sector's downturn a temporary correction or a fundamental industry reset?

Will Big Tech's massive AI spending ever translate into proportional software revenue growth?

As AI devalues SaaS seats, what new metric will measure software company success?

How can legacy software companies pivot their business models to survive the AI agent era?