After 6,200 Days Together, Chip Stocks and Software Stocks Just Broke Up
By Phil Rosen
Published on April 27, 2026.
The first time in 25 years, the two sectors have split up, occurring on April 9. This comes after over 6,200 trading days together since 2001. This shift is seen as a sign that the AI trade is beginning to act as a hedge against itself.
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