Semis Lead, Software Lags Again

Benzinga_recent_news01-29

Inference wins, narratives rotate Markets are once again rallying on semiconductors, while software is being treated as yesterday's trade. Capital continues to crowd into compute, memory, and ...

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Capital continues to crowd into compute, memory, and ...</p>\n\n<a href=\"https://www.benzinga.com/Opinion/26/01/50204626/semis-lead-software-lags-again\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4548","symbol_name":"巴美列捷福持仓","start_time":0,"source_url":"https://www.benzinga.com/Opinion/26/01/50204626/semis-lead-software-lags-again","article_id":"2607742620","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/01/28/Gav-Blaxberg.jpeg?optimize=medium&dpr=2&auto=webp&width=120"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/Opinion/26/01/50204626/semis-lead-software-lags-again","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2607742620","pubTimestamp":1769628600,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Markets are once again rallying on semiconductors, while software is being treated as yesterday's trade. 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As models move from labs into production, inference becomes about cost, speed, and scale at the edge. That shifts value toward platforms already embedded in the flow of traffic.\nThe market is increasingly treating anything connected to Anthropic as strategically important. The perception is that Anthropic represents the \"enterprise-safe\" AI path, pulling demand toward partners across cloud, infrastructure, and tooling. That association alone has become a signal for future deal flow.\nThis matters because ecosystems compound. When capital, talent, and customers cluster around a model provider, second-order beneficiaries often outperform expectations. Right now, Anthropic sits at the center of that gravity well, and markets are pricing accordingly.\nThanks for reading! For more updates throughout the week, follow @WOLF_Financial\nBenzinga Disclaimer: This article is from an unpaid external contributor. 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