A growing number of research analysts are finally expressing one particular concern about the artificial intelligence (AI) industry’s companies. Contrary to a common assumption, the AI industry isn’t ...
The latest quarter showed a 19% QoQ increase in Big Tech spending, confirming continued conviction in the build-out of AI infrastructure. Capital spending for the AI buildout has risen 44.6% from ...
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Is This the Only AI Stock You Need to Own in 2026?
TSMC is the go-to fabricator of chips for all the major companies in the AI space. Its solid market share and pricing power should lead to stronger-than-expected growth in earnings in 2026. Investors ...
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These 5 chip stocks are set to be the big winners of Amazon's latest AI push, BofA says
Amazon kicked off December with AWS re:Invent, its technology conference that Bank of America analysts think marks a fresh bull signal in the AI trade, and one that's set to lift a handful of chip ...
Oracle Corporation, NVIDIA Corporation, Micron Technology Inc, Advanced Micro Devices Inc. Read 's Market Analysis on Investing.com ...
Broadcom’s edge goes beyond the fact that custom accelerators are often multiples cheaper than Nvidia’s GPUs for inference tasks – it's that custom silicon is increasingly performant with each ...
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