Ben Reitzes of Melius Research recommends investors buy chip stocks such as Nvidia, Broadcom, Micron, AMD, and Dell, citing a long-term trend favoring compute power over cloud giants like Microsoft, Oracle, and Google. He argues that while AI demand is clear, the cloud companies' heavy spending may not yield quick returns, making chip makers the better investment as they supply the essential hardware. Nvidia and Broadcom have shown strong revenue growth, while Micron and AMD offer attractive valuations and partnerships. The next key indicators will be hyperscalers' earnings reports and AI revenue disclosures, which will clarify if cloud companies can monetize AI effectively.
Lucid's stock is trading near its 52-week low of $4.47 at $5.19, facing significant financial challenges including a net loss of $2.7 billion in 2025 and heavy shareholder equity erosion. While operational metrics like Q4 2025 revenue and vehicle del...
NVIDIA reported a massive $75.246 billion Data Center revenue for the quarter, far outpacing AMD's $5.775 billion, underscoring NVIDIA's dominant position in AI infrastructure. NVIDIA's integrated software ecosystem, especially CUDA, creates a strong...
Micron Technology reported a strong fiscal Q3 with revenue and earnings well above estimates, highlighting a shift in the memory chip market from cyclical to essential for AI development. Bank of America's analyst Vivek Arya emphasizes this structura...
In mid-2026, key AI platform stocks NVIDIA, Amazon, and Meta have pulled back despite strong revenue growth and strategic investments. NVIDIA trades 27% below its 52-week high with robust data center revenue and a large share buyback plan. Amazon sho...
NVIDIA and Micron both posted impressive AI infrastructure earnings, with NVIDIA reporting $81.6 billion revenue driven by GPUs and networking, while Micron saw $23.9 billion revenue largely from memory sales. NVIDIA focuses on a durable AI platform ...
