My Top Semiconductor Pick Rose 49% in 2025. Is It Still a Buy in 2026?
Source: Motley Fool
2026-03-05 09:35:00 ET
The artificial intelligence (AI) trade has been completely upended in 2026.
Last year, investors focused on the immense potential of AI and how it could transform businesses and the global economy. This year, markets are trying to assess who the winners and losers will be in the AI boom. And the latter group is getting hit hard.
This is a popular chart that's been making the rounds. It compares the relative performance of software stocks to semiconductor stocks .
NVIDIA Corporation
NASDAQ: NVDA
NVDA Trading
2.84% G/L:
$185.635 Last:
91,192,208 Volume:
$182.40 Open:
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NVDA Stock Data
$4,603,447,890,000
23,286,690,000
0.02%
3432
N/A
Semiconductors and Equipment
Technology
US
Santa Clara
