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Hardware's Pain is Software's Gain, Analyzing Small Cap & Yield Activity

By Schwab Network May 19, 2026 Neutral
Hardware's Pain is Software's Gain, Analyzing Small Cap & Yield Activity
Nate Peterson (@CharlesSchwab) talks about the mean reversion occurring in AI hardware and software. He talks about the technical set-up working in favor of software as AI chip stocks take a beating ahead of Nvidia's (NVDA) earnings.
Nate Peterson (@CharlesSchwab) talks about the mean reversion occurring in AI hardware and software. He talks about the technical set-up working in favor of software as AI chip stocks take a beating ahead of Nvidia's (NVDA) earnings.