The AI boom is unraveling the most dominant tech trade of the last decade
Hardware stocks are being rewarded over software for the first time in a decade thanks to the AI boom.
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- Software stocks have been slammed this year after a long period of strong performance.
- Meanwhile, hardware stocks are reaping the benefits of the AI boom as their profits soar.
- "You're building the car and the engine, but you have no passengers in software," Baird's Ted Mortonson said.
The fast-growing adoption of generative artificial...
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