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September's typical market weakness may be offset by an AI tech resurgence. Heavy rotation out of megacaps leaves positioning clean while hyperscalers boost capex toward $1 trillion. Key earnings cat…
Kurv Investment Management highlights high-bandwidth memory chips as the next critical bottleneck in AI expansion, with top manufacturers booked through 2028. Strong hyperscaler capital expenditures …
Nvidia faces its fiscal Q2 earnings as the definitive test for AI infrastructure demand. Analysts forecast revenue beating guidance toward $95 billion amid massive hyperscaler capex. While elevated e…
Constellation Energy, Talen Energy, and Uranium Energy are positioned to capitalize on surging AI data center power demand. Rising hyperscaler capex and elevated PJM capacity prices reinforce strong …
AI infrastructure stocks (IREN, APLD, WULF, CORZ) rebounded sharply after a brutal month-long selloff, driven by technical bounce and strong revenue growth tied to hyperscaler capex and NVIDIA/CoreWe…
Goldman Sachs projects that four hyperscalers will spend $5.3 trillion on AI infrastructure by 2030. With 2025 capex doubling to $725 billion, the bank views this as a long-term investment cycle, des…
AI infrastructure spending is accelerating, with hyperscaler capex forecasts surging to $750 billion for 2026. Massive earnings beats from Nvidia and Alphabet, coupled with Anthropic's record-breakin…
Alphabet faces near-term stock pressure due to aggressive AI investment plans and rising capex, but Wall Street analysts remain optimistic about its long-term AI leadership and growth potential.