South Korea's Kospi index fell nearly 10% due to foreign investors selling semiconductor stocks, causing circuit breakers to trigger. Analysts suggest the AI investment hype is shifting from major tech spenders like Microsoft, whose stock is down despite heavy AI infrastructure spending, to semiconductor suppliers like Broadcom, NVIDIA, and Taiwan Semiconductor, which are showing strong revenue growth. Memory chip maker Micron Technology stands out with a 229% year-to-date gain and strong earnings, though caution remains ahead of its upcoming report. The market appears to be rotating from AI spenders to suppliers, with Micron's earnings expected to be a key indicator of this trend's sustainability.
In mid-2026, Microsoft, Visa, and Apple demonstrate different stock performances but share strong fundamentals for long-term investors. Microsoft faces AI investment concerns despite solid revenue growth and AI adoption, Visa maintains steady transac...
GE Vernova's gas turbine prices have risen about 300% over three years due to soaring demand from AI data centers, with orders fully booked through 2031. The South Carolina plant produces turbines powering hundreds of thousands of homes, attracting m...
Law Offices of Howard G. Smith announced class action lawsuits against Erasca, Nano-X Imaging, and Microsoft for allegedly making false or misleading statements during specific periods. The lawsuits claim Erasca misrepresented preclinical data, Nano-...
Arm Holdings is expanding from licensing chip designs to selling complete processors, aiming to capitalize on the growing importance of CPUs in AI infrastructure. SoftBank CEO Masayoshi Son predicts Arm's market value could increase tenfold to $4 tri...
Meta and Microsoft are leading tech companies investing heavily in AI data-center leases, with total commitments exceeding $850 billion. Meta's future lease obligations surged 76% to $182.9 billion, reflecting CEO Mark Zuckerberg's plan to invest hun...
