CNBC's "Fast Money" Software vs. Semiconductors… And Big Box Battle 7/10/25
Jul 10, 2025
The tech landscape is shifting, with semiconductor stocks thriving while software struggles to keep pace. Can the software sector catch up? Meanwhile, Target is lagging behind Walmart in the retail race, raising questions about their contrasting trajectories. Delta Airlines reports positive earnings, despite some capacity cuts, and forecasts a bright 2025. The volatility of airline stocks is notable, while beauty brands like Estee Lauder are seeing a resurgence. The conversation even delves into the competitive rankings of U.S. states, highlighting North Carolina's strengths.
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NVIDIA Dominates GPUs, Software Lags
- NVIDIA's $4 trillion market cap highlights its near-monopoly in high-end GPUs.
- Software stocks lag due to looming AI disruptions and competition from newer technologies.
Software Valuations Are Challenged
- Software valuations have become stretched, causing recent underperformance.
- Some software companies may need to reinvent their business models amid new AI challenges.
Semis Surge While Software Struggles
- Semiconductor gains, led by NVIDIA and Taiwan Semi, contrast with software's struggles.
- AI's impact may erode software firms' per-seat licensing models, which have been lucrative for years.