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AI Infrastructure Boom Drives Semiconductor Surge as WFE Spending Climbs

Yahoo Finance Read original source (opens in a new tab)
The Story

News Summary

  • Guinness Global Innovators Fund reports strong returns driven by AI infrastructure and semiconductor equipment demand.
  • WFE suppliers like KLA, Applied Materials, and Lam Research surged over 100% due to record capex from hyperscalers and foundries building advanced computing chips.
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NVDA price history

218.29 +19.87% over the displayed period

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