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Tech industry
from24/7 Wall St.
6 days ago

Nvidia's Week: UBS Raises Target, Hyperscaler Spending Holds, AMD Stumbles

UBS raised Nvidia's $245 target, hyperscaler CapEx is driving semiconductor demand, and ETF flows highlight concentrated AI-chip exposure despite short-term underperformance.
Tech industry
fromTechRepublic
6 days ago

Daily Tech Insider Maps the AI Arms Race From Silicon Valley to the Moon

Major tech companies are committing massive AI infrastructure spending, accelerating deployment, concentrating control, and driving job and market disruptions.
Artificial intelligence
from24/7 Wall St.
1 week ago

SOXQ Holds $1 Billion in AI Chip Stocks as Hyperscaler Capex Dictates What Happen Next

SOXQ provides concentrated semiconductor exposure tied closely to hyperscaler AI infrastructure spending, making its returns highly sensitive to data center capex cycles.
Business
from24/7 Wall St.
2 weeks ago

Live: Will Bloom Energy Soar After Earnings Tonight?

Bloom Energy must convert AI-driven order momentum and hyperscaler demand into sustained revenue growth and execution while meeting elevated 2025 guidance expectations.
Artificial intelligence
from24/7 Wall St.
1 month ago

This Analyst Says Advanced Micro Devices Will Soar 30% in 2026. Here's Why It's Time to Buy.

AMD's AI accelerators and server CPUs drove a 78% 2025 stock surge and face strong 2026 demand, supporting bullish price-target upgrades.
from24/7 Wall St.
1 month ago

Roundhill's AI ETF Rips 45% Higher As The AI Buildout Continues In 2026

The Roundhill Generative AI & Technology ETF ( NYSEARCA:CHAT) soared just over 45% in 2025, outpacing the S&P 500's 17% gain and the Nasdaq-100's 21% advance. The fund's 2026 performance trajectory depends on hyperscaler spending on AI infrastructure and the fund's concentrated exposure to companies building that infrastructure. Hyperscaler Capital Spending Is the Engine The biggest macro factor affecting CHAT's performance is capital expenditure by the world's largest cloud providers.
Business
Business
from24/7 Wall St.
1 month ago

An Actively Managed AI ETF Put 18% Into Two Chip Giants Just Ahead of Massive Infrastructure Buildout

BAI is an actively managed ETF offering concentrated, full-stack AI infrastructure exposure, led by semiconductors and hyperscalers, with $8B AUM and 0.55% expense.
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