Amit Kukreja: Software stocks rally as semiconductor stocks decline

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Olga Shendetskaya

07.05.2026

Amit Kukreja: Software stocks rally as semiconductor stocks decline — Software stocks surge, semiconductors fall

Amit Kukreja, stock market analyst at https://x.com/amitisinvesting, highlights the strong gains in software stocks including NOW, DDOG, IGV, ADBE, MSFT, PLTR, and CRM, with increases ranging from 2.4% to 28.2%. Semiconductor stocks such as MU, SNDK, AAOI, INTC, ARM, AMD, and SMH, in contrast, posted declines between 1.9% and 14%.

Kukreja suggests that investors may be awaiting a catalyst within the semiconductor sector.

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Kukreja recently noted robust capital expenditure and cloud growth rates in big tech, with strong Q2 guidance and META as the only laggard, according to his report on big tech performance. In a separate update, he reported that Berkshire is holding nearly $400 billion in cash, citing Warren Buffett’s preference for patience over new investments (Berkshire cash holdings). These updates reflect ongoing monitoring of major sector trends.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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