Why Eaton and GE Vernova are Beating the AI Chip Stocks

TIKR.com·7h ago

AI Infrastructure Stocks For Data Center Power And Storage Growth

simplywall.st·12h ago

Chip companies are at the center of the AI ​​revolution. Do they still have room to grow?

Letem světem Applem·14h ago

Even $64 billion in quarterly profit is a disappointment for chip investors

South Korea’s SK Hynix shares fell nearly 10% despite record results powered by the AI boom.

The Wall Street Journal on MSN·23h ago

AI chip selloff erases more than $1 trillion as record profits fail to calm investors

MLQ.ai·1d ago

Wall Street's Money Is Leaving AI Stocks — And Crypto Is Catching It

Memeburn·1d ago

Chip stocks rip higher, with Lam Research up 20% and Micron, AMD booming

Battered chip stocks rebounded on Thursday following strong earnings from Microsoft and Lam Research. Memory stocks Micron and Sandisk jumped as Samsung warned of a memory crunch into 2028. Chip ...

CNBC·11h ago

Top Chip Analyst: Semiconductor Oversupply Is Nearly Impossible Before 2028. Why He’s Bullish on Memory

A top Wall Street chip analyst says the semiconductor selloff gripping markets has almost nothing to do with actual supply and demand, and the real reason why comes down to a physical constraint most...

24/7 Wall St.·14h ago

Qualcomm and Arm see momentum in AI, but smartphone weakness weighs on both stocks

SiliconANGLE·17h ago

Qualcomm Stock Falls as Weak Q4 Forecast, Apple Revenue Decline Overshadow AI Data Center Growth

Qualcomm (NASDAQ: QCOM) shares dropped more than 4% in after-hours trading after the chipmaker issued a weaker-than-expected fiscal fourth-quarter profit forecast and warned that revenue from ...

EconoTimes·1d ago

AI-Fueled Demand Signals a Bigger Opportunity for Bloom Energy (BE) Investors

According to Goldman Sachs projections, U.S. data center power demand could more than double from 31 gigawatts in 2025 to 66 gigawatts by 2027. BloombergNEF also estimates that data centers could ...

Yahoo Finance·1d ago

AMD, Intel stocks continue slide as chip sell-off deepens

The sell-off is driven by AI spending anxiety and China competition, but Truist’s checks say AI infrastructure buyers are placing bigger orders with longer contracts—demand signals are still ...

Invezz·1d ago

The Everything-as-a-Service playbook: do tech giants know something we don’t?

by Raffaele Mangialardi — In a previous post, I asked a fundamental question about the trillion-dollar cloud data center boom: Are Western tech giants committing a…

Medium·12h ago

As Chip Stocks Sell Off, Hints of a Rotation Into Software

Morningstar·14h ago

AI Memory Chip Crash Analysis 2026: Buy the Dip or Wait?

Intellectia AI·19h ago

Microsoft keeps capex forecast unchanged, becoming one of the first data center giants to hold the line on AI spending

Most tech giants have been raising their AI capex forecasts. Microsoft is an outlier.

Insider·1d ago

Semiconductor Crash: 3 Stocks to Buy Now While They Are Still on Sale

Nvidia, AMD, and Broadcom all look like buys on this sell-off.

The Motley Fool on MSN·1d ago

Marvell Technology Stock Forecast | Chip Stocks Stabilise After Sell-Off

Capital.com·1d ago