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How Hardware & Software Show Two Sides of Same AI Growth Story

By Schwab Network May 19, 2026 Bearish
How Hardware & Software Show Two Sides of Same AI Growth Story
Colin Symons discusses the current state of software versus semiconductor stocks, saying his team trimmed some chip holdings after the sector's massive run up. While he's cautious on buying semiconductors right now, he believes patient investors could still see new highs later this year as the AI growth story remains firmly intact.
Colin Symons discusses the current state of software versus semiconductor stocks, saying his team trimmed some chip holdings after the sector's massive run up. While he's cautious on buying semiconductors right now, he believes patient investors could still see new highs later this year as the AI growth story remains firmly intact.