Finance

Tech’s ‘New Normal’ Trade Pair: Long Chip Stock, Short Software

In a choppy year for tech investors, one trade has stood out as a success: buy chip stocks, sell software shares. And the divide between winners and losers is getting bigger as 2026 moves along.

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Bloomberg
April 28, 2026·1 min read
Tech’s ‘New Normal’ Trade Pair: Long Chip Stock, Short Software

Image: Bloomberg

In a choppy year for tech investors, one trade has stood out as a success: buy chip stocks, sell software shares. And the divide between winners and losers is getting bigger as 2026 moves along.

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Tech’s ‘New Normal’ Trade Pair: Long Chip Stock, Short Software

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