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Marvell's AI-driven Data Center revenue surged, and an expanded Google deal boosts the bull case. However, stretched valuation, cooling momentum, and a recent pullback suggest a cautious, disciplined…
U.S. stocks closed higher Tuesday as tech shares rebounded and falling oil prices eased Treasury yields. The S&P 500 gained 0.3%, supported by strong momentum across AI-related chipmakers and hypersc…
Analysts highlight AI infrastructure chokepoints as premier investments, pointing to massive multi-year tailwinds. Amazon AWS surged 37% and Microsoft Azure jumped 43% with a $678 billion backlog, co…
The article highlights three AI infrastructure stocks—Iren, Sandisk, and Zeta Global—positioned for significant growth through 2027. Sandisk is identified as outperforming Nvidia due to massive memor…
S&P 500 rose 0.26% on benign CPI data boosting Fed pause expectations, while AI infrastructure stocks like CoreWeave and Super Micro surged. Oil price volatility from Middle East tensions remains a r…
Stocks mixed as crude oil gave back gains on Iran-Strait of Hormuz de-escalation signals, pulling bond yields lower. Strong Q2 earnings (32% growth) support markets. Chipmakers rally on AI optimism; …
Vertiv (VRT) stock fell 27.9% in July amid broader AI stock sell-off despite solid Q2 earnings; revenue miss due to timing, not demand, with improved full-year guidance suggesting rebound potential.
Marvell Technology's 76x P/E outpaces its 16.4% GAAP operating margin, with growth reliant on data center revenue and below-the-line profit. Execution risk remains high given volatile drawdown histor…
Sands Capital's tech fund disclosed a new AMD position, citing rising CPU demand from agentic AI workflows alongside Arm and Intel, despite AMD's recent one-month pullback of -14.80%.
Arm Holdings' Q1 FY2027 results beat expectations, with AGI CPU demand doubling to $2B and data-center royalties surging. Stock jumped 7%, up 110% YTD, though 215x forward earnings valuation raises s…
Alphabet fell 7% despite a 199% EPS beat, 24% revenue growth, and Cloud growth of 82%. Author views the selloff as mispricing versus MSFT/AMZN rallies on similar AI capex, citing GOOGL's low PEG and …
Vertiv and ON Semiconductor represent two distinct phases of AI infrastructure investing. While Vertiv offers near-term pure-play exposure to data center builds, ON Semiconductor provides long-term u…
Intel's stronger Q2 results and foundry progress boosted its stock, but its steep valuation premium versus Nvidia's cheaper multiples suggests Nvidia remains the more attractive AI investment despite…
Nasdaq-100 down 8% from peak amid AI trade pullback. Roundhill AI ETF down 20% but up 40% YTD, holds Nvidia, Alphabet, Broadcom, AMD as top positions. Article frames sell-off as long-term buying oppo…
AI-driven demand has caused a boom in the memory hardware market, significantly boosting revenues for chipmakers like Micron and SanDisk. While these stocks are currently experiencing high volatility…
L1 Capital increased its NVIDIA stake, calling it a top-5 holding, citing strong AI capex growth, doubling earnings expectations, and undervaluation despite market share concerns.
Jensen Huang's CES 2026 remarks on AI's growing memory bottleneck have proven accurate, as Micron and Sandisk posted explosive revenue growth in cloud, data center, and edge segments—outperforming Nv…
Mixed markets as chipmakers/AI stocks slide on Kospi weakness, dragging Nasdaq lower while Dow rises on UNH/MRK gains. Oil jumps on US-Iran conflict escalation; gold, silver, and crypto fall sharply …
Chipmakers and AI-infrastructure stocks slide on Kospi crash carryover, dragging Nasdaq to 1-week low. Hawkish economic data lifts yields. Oil surges on US-Iran military escalation near Strait of Hor…
Indonesia's social security fund seeks government approval to invest up to 5% of its portfolio abroad, focusing on AI infrastructure firms including Nvidia, but will proceed cautiously awaiting rupia…