The AI Slowdown Call: Another Reason To Hedge, Not To Exit

AI development slowdown calls are shaking stocks, but hedging AI exposure, favoring equipment, and selective optical/networking plays for alpha. Click for more.

Seeking Alpha·11h ago

Top AI Memory Stocks in 2026: Which Stocks Are Worth Watching?

Moomoo·1d ago

Chip, Memory Stocks Plunge Globally as Michael Burry Debunks AI Giants’ Development Pause Narrative

nai500.com·1d ago

AI stocks slide after major CEOs unite to urge slowdown

Anthropic CEO Dario Amodei said the industry "must slow the pace at which we improve the capabilities of AI models," amid growing concerns over risks from AI.

CNBC on MSN·2d ago

AI chiefs back slower development. What it could mean for chip stocks on Monday?

Investors expect AI-linked chip stocks to face near-term pressure after calls to slow advanced model development, though infrastructure demand remains strong.

Moneycontrol·2d ago

Data Center Boom Accelerates: 3 Top AI Stocks Averaging 296% Forward EPS Growth

Global data center spending could reach almost $32T through 2050, and AI infrastructure stocks are poised to gain. Discover 3 top AI stocks for the data center boom.

Seeking Alpha·3d ago

AI development slowdown: What it means for Nvidia, Micron and other chip stocks

Investors are beginning to question the durability of the stock market’s AI-led rally after prominent industry figures called for a slower pace of artificial intelligence development, raising...

Invezz on MSN·21h ago

Chip Equipment Stocks Slide as AI Pacing Call Reaches Fab Spending: Applied Materials and Lam Research Fall 6%, ASML Sinks 5%

24/7 Wall St.·1d ago

AI Stocks Suffer as Fresh Debate Over Investment Pace Picks Up

Concerns around Artificial Intelligence (AI) weighed on Monday on AI-themed stocks worldwide. Growing calls to slow the technology's development were already felt in Asia, where the Seoul market in...

MarketScreener·1d ago

Jim Cramer Believes This AI Stock Is The Way To Go Over DRAM Memory

Computer hardware provider Dell Technologies Inc. (NYSE:DELL) is a key player in the AI industry as it is among the handful of firms capable of providing the server equipment used in AI data centers.

Yahoo Finance·2d ago

Anthropic's AI warning may weigh on chip stocks, but trade seen intact

Calls by AI leaders to slow advanced model development could pressure chip and tech stocks initially, but strong demand for computing infrastructure may limit the impact ...

Business Standard·3d ago

HPE's $7.6 billion AI backlog is waiting on memory supply to catch up

The company's enterprise and government customers are driving a surge in AI orders.

The Motley Fool on MSN·3d ago

US Semiconductor Market Seen Nearly Doubling By 2030, BofA Says – Memory And AI To Drive The Next Leg: Report

Bank of America materially raised its semiconductor equipment outlook as stronger memory demand and server investment reshape the industry’s capital-spending cycle, according to Investing.com.

Yahoo Finance·22h ago

Netflix stock rose 4% while the AI trade sold off on Monday. Its capital goes into shows, not silicon.

The streamer put $415 million into property and equipment in the first half of 2026 -- about 1% of what Alphabet spent in the second quarter alone.

The Motley Fool on MSN·1d ago

Chip stocks tumble after AI leaders call for slowdown in development

European chip stocks followed Asian peers lower, after leaders of the world’s biggest AI companies called for the industry to slow the tech’s development for safety reasons.

The Wall Street Journal on MSN·2d ago

Prediction: 2 AI semiconductor stocks that will join Micron and Broadcom in the $1 trillion club by 2028

Strong earnings acceleration will push both of these companies into 13-figure territory.

The Motley Fool on MSN·2d ago

5 big analyst AI moves: JPMorgan upgrades Meta, names KLA top chip equipment stock

JPMorgan has upgraded Meta Platforms to Overweight from Neutral, raising its price target to $820 from $640, saying the company's push into frontier AI models and AI agents opens a new avenue for ...

Yahoo Finance·3d ago

Is Lam Research (LRCX) Undervalued After Its Pullback and AI Memory Focus?

simplywall.st·4d ago