AI investors may pivot to hyperscalers from chipmakers, Morgan Stanley says

UBS forecasts more upside for AMD and ARM chip stocks on AI-driven CPU demand from hyperscalers

UBS analysts predict further gains for chip stocks like Advanced Micro Devices (AMD) and ARM Holdings, driven by surging demand from hypersc

UBS forecasts more upside for AMD and ARM chip stocks on AI-driven CPU demand from hyperscalers

UBS analysts predict further gains for chip stocks like Advanced Micro Devices (AMD) and ARM Holdings, driven by surging demand from hypersc

Magnificent Seven stocks shed $2.3tn in Wall Street tech rotation

Should investors just buy anything with a hint of artificial intelligence, or try to find the parts of the AI supply chain where bottlenecks capture more of the value?

Venture-capital firms are turning to hardware bets as AI threatens software companies

Wall Street shifts AI focus to memory chip makers as SK Hynix and Micron top $1 trillion

Nigel Green of deVere Group warns that Wall Street has shifted focus to the next phase of the AI trade — memory and semiconductor manufactur

Wall Street Shifts AI Investment Focus to Memory Chip Manufacturers Like SK Hynix

Wall Street is shifting its AI investment focus from GPU makers like NVIDIA to memory-chip manufacturers like SK Hynix, which recently cross