Storia in 5 fonti

The Market Has Spoken

AI buildout is still accelerating, but the market is rotating away from chips and memory.

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economictimes.indiatimes.com

axios.com

markets.businessinsider.com

zerohedge.com

swissinfo.ch

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AI · summaries

zerohedge.comStai leggendo1 mese fa

The Market Has Spoken

AI buildout is still accelerating, but the market is rotating away from chips and memory.

originale

economictimes.indiatimes.com

Timeline cronologica

lunedì 13 luglio 2026·economictimes.indiatimes.com
Global Market: AI stocks take a breather after blistering rally as investors reassess valuations
AI-linked stocks are showing signs of fatigue as investors lock in profits. Semiconductor and memory-chip makers have seen sharp retreats from recent highs. Investors are now…
lunedì 13 luglio 2026·axios.com
Memory chip companies expected to report big leaps in sales as earnings arrive
Another quarter showing huge sales of memory chips could reassure investors nervous about the durability of the AI boom.

1 mese fa

Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalers

AI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slow sharply after this year. Fund managers are rotating capital into hyperscalers…

Leggi questa versione → originale

markets.businessinsider.com1 mese fa

Micron or SK hynix: It’s an Easy Call on This AI Memory Stock, Says Top Investor

A rising tide lifts all ships, which is certainly what has been happening in the memory industry over the past year. Both Micron (NASDAQ:MU) and...

Leggi questa versione → originale

axios.com1 mese fa

Memory chip companies expected to report big leaps in sales as earnings arrive

Another quarter showing huge sales of memory chips could reassure investors nervous about the durability of the AI boom.

Leggi questa versione → originale

swissinfo.ch1 mese fa

Tech Stocks Advance as ASML Adds to Chips Optimism: Markets Wrap

(Bloomberg) -- Technology stocks are leading equity markets higher after ASML Holding NV’s earnings offered fresh evidence of the relentless demand for chips enabling the global artificial-intelligence buildout.

Leggi questa versione → originale

martedì 14 luglio 2026·

markets.businessinsider.com

Micron or SK hynix: It’s an Easy Call on This AI Memory Stock, Says Top Investor

A rising tide lifts all ships, which is certainly what has been happening in the memory industry over the past year. Both Micron (NASDAQ:MU) and...

mercoledì 15 luglio 2026·

zerohedge.com

AI Isn't A Bubble And Its Buildout Is Accelerating

Fresh results from ASML and Aehr reinforce what Micron and Penguin Solutions told us.

mercoledì 15 luglio 2026·

swissinfo.ch

Tech Stocks Advance as ASML Adds to Chips Optimism: Markets Wrap

(Bloomberg) -- Technology stocks are leading equity markets higher after ASML Holding NV’s earnings offered fresh evidence of the relentless demand for chips enabling the global…

giovedì 16 luglio 2026·

zerohedge.com

The Market Has Spoken

AI buildout is still accelerating, but the market is rotating away from chips and memory.

venerdì 17 luglio 2026·

economictimes.indiatimes.com

AI chipmakers: Among AI crowd, some investors position for slower hyperscaler spending growth - The Economic Times

For most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assumption that Microsoft, Amazon, Alphabet…

venerdì 17 luglio 2026·

economictimes.indiatimes.com

Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalers

AI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slow sharply after this year. Fund managers…

sabato 18 luglio 2026·

economictimes.indiatimes.com

Wall Street's chip index enters bear market! Is the AI bubble finally going bust?

Wall Street's semiconductor index slipped into bear market territory after tumbling more than 20% from its June peak, raising fresh questions over the sustainability of the…

The Market Has Spoken

Timeline cronologica

Global Market: AI stocks take a breather after blistering rally as investors reassess valuations

Memory chip companies expected to report big leaps in sales as earnings arrive

Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalers

Micron or SK hynix: It’s an Easy Call on This AI Memory Stock, Says Top Investor

Memory chip companies expected to report big leaps in sales as earnings arrive

Tech Stocks Advance as ASML Adds to Chips Optimism: Markets Wrap

Micron or SK hynix: It’s an Easy Call on This AI Memory Stock, Says Top Investor

AI Isn't A Bubble And Its Buildout Is Accelerating

Tech Stocks Advance as ASML Adds to Chips Optimism: Markets Wrap

The Market Has Spoken

AI chipmakers: Among AI crowd, some investors position for slower hyperscaler spending growth - The Economic Times

Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalers

Wall Street's chip index enters bear market! Is the AI bubble finally going bust?