Webull CEO Anthony Denier reveals that retail investors now hold a wider range of AI-related stocks, growing from 3% to 9% over two years. This shift shows confidence in AI as a long-term investment, with interest spreading beyond headline chip stocks like Nvidia and AMD to include semiconductor equipment, memory, data centers, and networking. Investors are adopting a more research-driven approach, buying selectively even during market dips, and diversifying across the AI supply chain. This trend suggests retail investors see AI as a structural theme, not just a short-term trade, though concentration risk remains a consideration during volatility.
The global data center semiconductor market is projected to grow from $86.8 billion in 2024 to $265.8 billion by 2029, at a CAGR of 25.1%. This rapid growth is fueled by the shift toward custom silicon and specialized processors to optimize performan...
Advanced Micro Devices (AMD) is working to overcome its reputation as a smaller, less capable rival to Nvidia in the artificial intelligence sector. Despite Nvidia's dominant market perception, AMD is striving to differentiate itself and strengthen i...
AMD and Intel are expected to open softer but present buying opportunities near $400 and $100 support levels respectively, with no interest in shorting due to their strength. Oracle is bucking the trend with a potential jump aiming to break above $20...
Nvidia announced a massive stock buyback program worth $80 billion and increased its dividend yield by 2,400%, raising the annual dividend from $0.04 to $1 per share. This move significantly benefits CEO Jensen Huang, whose dividend income is set to ...
AMD announced a $10 billion investment in Taiwan's semiconductor and AI ecosystem to enhance chip packaging and manufacturing for next-generation AI infrastructure. This move strengthens AMD's partnerships with key Taiwanese companies like ASE and SP...
