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AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic
Bloomberg70d agobullish
AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic

(Bloomberg) -- Chipmakers are by far the hottest stocks in the market, but their recent surge is lending urgency to the debate over whether investors are buying into an artificial-intelligence bubble that’s due to burst.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarCVS Returns

After Following Generative AI Every Single Day These 3 ETFs Keep Rising to the Top of My Research
24/7 Wall St.70d agoneutral
After Following Generative AI Every Single Day These 3 ETFs Keep Rising to the Top of My Research

Tracking generative AI as a daily beat means watching dozens of funds slap the “AI” label on portfolios that look suspiciously like a Nasdaq-100 mirror. After cutting through that noise, three names keep surfacing as genuinely thoughtful ways to own the theme: the Roundhill Generative AI & Technology ETF (NYSEARCA:CHAT), the Invesco AI and Next ... After Following Generative AI Every Single Day These 3 ETFs Keep Rising to the Top of My Research

Nvidia’s latest product is a game-changer
TheStreet71d agoneutral
Nvidia’s latest product is a game-changer

Nvidia (NVDA) stock is up about 15.44% year to date, at the time of writing, Friday afternoon, May 29. Meanwhile, the SPDR S&P 500 index (SPY) is up about 11.06% in the same period. While the stock has outpaced the S&P 500, its growth is lagging that of other semiconductor companies that ...

Intel’s US$3.3b India Substrate Plant Redraws AI Supply Chain
Simply Wall St.71d agoneutral
Intel’s US$3.3b India Substrate Plant Redraws AI Supply Chain

Intel (NasdaqGS:INTC) and 3DGS plan a new substrate manufacturing plant in India with a reported investment of US$3.3b. The facility is aimed at expanding advanced semiconductor packaging capacity and diversifying the global chip supply chain. The project is supported by Indian government incentives and is expected to create thousands of high skilled jobs. For you as an investor, this move sits at the intersection of Intel's core chip business and the broader push to spread manufacturing...