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Every bearish headline about AI spending sends most investors to the sidelines, but one piece of software infrastructure keeps pulling me back to the buy button with growing conviction about where a decade of AI capital is actually flowing.
Investing.com -- U.S. stock index futures were mixed on Thursday as investors weighed lingering Middle East tensions, and focused on corporate earnings and further signs that U.S. inflationary pressures are easing.
Inference is poised to be the next big AI infrastructure market.
New facilities would produce advanced 2-nanometer processors
Taiwan Semiconductor Manufacturing's U.S.-listed ADRs are selling off this morning, even after it delivered another big earnings beat. Some analysts are pointing to the chip giant's big capex plans as a possible catalyst.
↘️ Dell Technologies (DELL): The stock extended its decline in premarket trading following a double-digit drop yesterday, driven by mounting fears of an industry-wide AI overbuild. ↘️ Taiwan Semiconductor Manufacturing (TSM): The chip maker’s U.
Investing.com -- Taiwan Semiconductor Manufacturing (NYSE:TSM) reported a 77% year-on-year surge in Q2 2026 net profit to a record T$706.6 billion ($21.99 billion) on Thursday, blowing past Wall Street's EPS estimate of $3.80 with a print of $4.31, yet the stock was indicated about 4% lower in premarket trading as investors weighed a sharply expanded capital spending plan against near-term margin pressure.
Advanced Micro Devices slipped premarket after Taiwan Semiconductor Manufacturing’s massive capex outlook raised investor concerns.
If you hold Marvell (MRVL) stock, you’ve been on a wild ride. The shares have gained +207% over the past year, even after pulling back from their recent peak. But with that performance comes a new kind of pressure. Management has laid out a vision for growth so ambitious that the stock is now priced for near-flawless execution, leaving very little room for error.
Nvidia, AMD, and Broadcom all look attractive now.
FINANCE U.S. stocks edged higher Wednesday as gains in megacap technology names offset weakness in chip stocks. PayPal surged on reports of a takeover offer and another round of strong bank earnings kept Wall Street in an upbeat mood.
AMD’s artificial intelligence story has mostly been judged against Nvidia’s dominance in graphics processing units. That’s maybe too narrow. BofA Global Research lifted its price target for Advanced Micro Devices (AMD) to $620 from $550, saying the next phase of AI infrastructure may not rely ...
Chip stocks have staged a historic run in 2026, and Bank of America's latest fund manager survey reveals just how extreme the crowding has become. Before you chase or fade the four AI-chip names at the center of it, the valuation spread between them tells a very different story for each.
Networking, storage and connectivity lead its 2027 outlook
TSMC earnings will show if Big Tech clients intend to keep spending on artificial-intelligence chips.
Palantir has cratered while AMD has gone parabolic, yet our model hands both the same rating and confidence score. The reasoning behind that call reveals a tension in AI investing that most price targets ignore.
NVIDIA just reported revenue nearly eight times larger than AMD's AI hardware business, yet AMD shares have surged over 150% this year while NVIDIA barely moved. One of these valuations is pricing in a future that may not arrive on schedule.
A single report on Chinese memory chip makers sent Micron tumbling and pulled Intel, AMD, and Marvell down with it, raising a question traders need to answer fast: is this a sector-wide buying opportunity or the start of something bigger?
The growing demand for server CPUs to handle agentic AI and inference workloads will be one of the biggest catalysts for AMD this earnings season.
HPE vs. AMD: Which Stock Is the Better Value Option?
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) CEO Jensen Huang has pushed back against reports that the company’s next-generation Vera Rubin AI accelerator platform is facing manufacturing setbacks, saying production is already underway. Speaking with reporters at a developer event in Tokyo on...
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Stocks to Buy Now for High Returns. Recently, on July 9, William Blair initiated Advanced Micro Devices, Inc. (NASDAQ:AMD) with a Market Perform rating without any price targets. The firm noted AMD to be among the major beneficiaries of the AI infrastructure boom as it […]
Three years ago AMD had almost no presence in AI data centers. Today hyperscalers treat it as a strategic partner rather than a fallback option, and the reason why has less to do with chip performance than most investors realize.
SK Hynix is the biggest manufacturer of high-bandwidth memory (HBM), a critical component used in AI data centers.
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