AI-infrastructure stocks like Coherent, Applied Materials, and Sandisk are experiencing robust revenue growth and optimistic future demand, indicating a genuine AI buildout rather than a market bubble. Upcoming earnings reports from Nvidia and Micron are crucial, as their guidance will either support or challenge the current positive outlook. Investors are advised to be selective, focusing on companies where growth prospects and valuations align, as some stocks may be overvalued despite strong fundamentals.
Chip equipment stocks, led by Lam Research's 5% rise, outperformed the broader semiconductor sector on Friday. Applied Materials and KLA Corp. also gained 4% and 3%, respectively, as investors focused on the tools layer, which reflects future chipmak...
Steve Eisman recommends investing in chip suppliers like Micron, SK Hynix, ASML, KLA, Lam Research, and Applied Materials rather than chip designers amid the AI arms race. These suppliers have outperformed Nvidia in 2026, benefiting from strong AI-dr...
