NOW, INTU, ADBE, CRM Stocks Surge As AI Pacing Debate Hammers Chips: Analyst Says Hardware Vs Software Trade ‘Is Turned On Its Head’
Investors reassess AI disruption risks as software finds a fresh catalyst. SaaS stocks got a boost Monday as AI labs called for a slower pace of frontier-model development. Semiconductor shares tumbled on fears that slower AI progress could weigh on infrastructure spending. August’s software rally has faced a volatile September as GPT-6 Astra revived. Software … Read more