"The cart is in front of the horse as it relates to GenAI software, there's just no applications," Baird's Ted Mortonson told Business Insider.

Hardware companies benefit from tangible demand, secured orders, and near-term cash flows, while software faces uncertainty around model economics, disruption risks, and capex payoff. Hardware and ...

Some of the hardest-hit names are semis and hardware stocks like SolarEdge ( SEDG ), Max Linear ( MXL ), Ciena ( CIEN ), and ...

Monday - Friday, 6:00 - 7:00 PM ET CNBC's Jim Cramer said the buy hardware, sell software trade has returned in full force. He argued that companies who are "killing it" are the ones that underpin the ...

With AI accelerating code writing, learning and automation, many tech companies are achieving more with fewer people. But deep-tech hardware still has real-world constraints: lead times, manufacturing ...