Morgan Stanley identified seven semiconductor and AI infrastructure stocks, including Micron, Nvidia, and Broadcom, as attractive buys after a recent selloff in memory-related shares. Despite weakness in consumer tech markets, demand from AI data centers remains strong, driving expectations for rising memory prices and shortages extending into 2027-2028. The bank favors Nvidia and Broadcom for their strong AI exposure but sees value in memory stocks due to their growth potential. This outlook contrasts with broader semiconductor sector concerns amid a market pullback, highlighting AI spending as a key long-term growth driver.
The Global X Artificial Intelligence and Technology ETF (AIQ) provides dynamic exposure to leading AI and big data companies through systematic rebalancing and thematic screening, reducing risk from single stocks. With over $10 billion in assets unde...
Micron Technology reported a blockbuster fiscal Q3 with $41.456 billion revenue, up 345.72% year-over-year, driven by strong demand for AI-related memory products like HBM4. It achieved an 84.6% gross margin and expects even stronger Q4 results, sign...
The S&P 500 has reached 25 all-time highs in 2026, continuing a streak of record-setting years fueled by robust earnings growth and rising investor optimism. Key contributors include Nvidia, Apple, and especially Micron Technology, whose 208% return ...
In 2026, the iShares Semiconductor ETF (SOXX) has outperformed the VanEck Semiconductor ETF (SMH) by about 20 percentage points due to its more balanced stock weighting. SMH focuses heavily on a few mega-cap chip companies, making it vulnerable when ...
Ray Dalio favors NVIDIA as the top AI chip stock due to its strong cash flow, reasonable valuation, and durable growth in AI infrastructure. NVIDIA reported $81.6 billion revenue last quarter, with a forward P/E of 23 and $48.55 billion free cash flo...
