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MarketsGlobal / Other·Ranked Thursday, April 30, 2026

US Stock Market: AI spending drives chipmakers higher while software stocks falter

AI spending lifts semiconductor stocks as software companies underperform market.

US Stock Market: AI spending drives chipmakers higher while software stocks falter
In an otherwise volatile year for technology investors, one strategy has clearly stood out is buying semiconductor stocks while betting against software companies.
The Times of India

AI score breakdown

#31 that day2.75/ 10
Technology breakthrough · weight 30%1/10
Economic impact · weight 25%5/10
Job impact · weight 20%1/10
Regional relevance · weight 15%6/10
Policy & geopolitics · weight 10%1/10

Composite is the weighted sum of the five dimensions. How scoring works →