This software specialist's market-beating run is likely to continue in 2026 despite its expensive valuation.Semiconductor stocks have been one of the biggest beneficiaries of the artificial intelligence (AI) boom in the past three years. That's not surprising, as chips are the basic building blocks of AI infrastructure. It wouldn't be possible to train large language models (LLMs) and run inference applications without chips.As a result, chipmakers such as Nvidia, Broadcom, AMD, and others delivered substan ...