The SaaS sector may be the sector that benefits most from AI right nowThe first signs of strong performance in 2025 are already emerging, as the $WisdomTree Cloud Computing Fund(WCLD)$ , an ETF tracking the SaaS sector, is up 9.65% year-to-date, significantly outperforming $S&P 500(.SPX)$ which is up 9.65% year-to-date, significantly outperforming the $S&P 500 (.SPX)$ by +3.1% and the $ndxby 3.18%.This trend confirms the market's previous expectation of "AI penetration from hardware to software" - AI is shifting from underlying arithmetic support to actual business scenarios on a large scale, becoming an important driver of SaaS enterprise growth.
SMCI Earnings: Will Chip Giant Continue the Surge?
SMCI are set to report after-hours on February 11. AMAT will release its earnings after-hours on February 13. SMCI jumps 17% on Monday. Analysts anticipate SMCI a non-GAAP EPS of $0.75; revenue at $6.126 bln. -------------------- Can the rally continue? What guidance can ON and AMAT provide for the semiconductor? Which chip giant may beat this earnings season?
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