The compute build-out: chips, data centres, model labs and the capex cycle funding them.
237 report(s) in the archive
Sandisk and Micron are drawing bullish calls tied to AI-driven memory demand, while Credo's post-selloff bounce is being framed as a buying opportunity rather than a warning sign.
A cluster of new analyst calls argues memory chip demand tied to AI infrastructure is entering a second rally phase, with Sandisk, Micron and Credo all cited as beneficiaries despite a recent pullback in AI-related names.
Chip and infrastructure stocks outperformed even as software names tied to AI monetization slid, a divide investors are still arguing over.
AI hardware stocks rallied over the past week while Adobe and Palantir declined, exposing a split in how investors are pricing AI winners.
A single OpenAI agreement accounts for much of the AI chipmaker's order pipeline, raising questions about customer concentration.
Cerebras reported a $25.4 billion backlog that is nearly 29 times its expected revenue for the year, with one OpenAI deal driving much of the total.
The Federal Reserve's Beige Book pointed to data centers as the standout driver of modest growth, as demand for capacity and new insurance products around the buildout both surge.
The Federal Reserve's latest Beige Book found that data center construction and demand are now the primary source of growth across regions reporting only modest overall activity.
The chipmaker beat estimates in its fiscal third quarter, but investors sold the stock anyway, focusing on near-term caution rather than a projected 400% jump in AI revenue over two years.
Broadcom's stock dipped despite strong fiscal Q3 results, a disconnect analysts attribute to short-term profit-taking rather than any change in the company's AI growth trajectory.
Strong AI-driven sales were not enough to fully impress investors as the broader earnings season winds down.
Broadcom reported strong AI revenue growth, but according to Yahoo Finance, Wall Street wanted an even bigger number.
Bloomberg reports the company is raising fresh capital ahead of a planned public listing, adding to this year's wave of AI infrastructure funding rounds.
Nscale is seeking roughly $3.5 billion in pre-IPO funding ahead of a planned listing, according to Bloomberg and a separate source-based report.
Nvidia, Micron and Vertiv are each being framed differently by analysts even as OpenAI's CEO flags what he calls unsustainable AI compute spending.
OpenAI CEO Sam Altman said he sees 'unsustainable silliness' in AI compute spending, a comment traders are weighing against still-bullish analyst calls on Nvidia, Vertiv and Micron.
A monopoly finding against Google and a delayed Gemini flagship are combining to weigh on Alphabet shares.
Alphabet shares are on their worst run since 2015, a stretch that coincides with an unresolved illegal-monopoly finding against Google and a Gemini AI flagship that has yet to ship the way CEO Sundar Pichai promised in June.
Macquarie and Rosenblatt both moved to buy ratings, pointing to Broadcom's custom chip work for Anthropic and a roadmap analysts now value at $230 billion.
Macquarie upgraded Broadcom citing its Anthropic growth outlook, while Rosenblatt initiated coverage with a buy rating the same day.
Bernstein raised its price target to $575 on AI growth while TD Cowen cut its target to $475 on valuation concerns, a rare same-day split.
Broadcom shares fell after results disappointed investors, even as analysts remained divided, with price targets ranging from $475 to $575.
Investors read Dell's earnings as evidence that AI hardware spending is broadening past the handful of major cloud providers that dominated early demand.
Dell's latest results showed AI hardware demand extending to customers outside the major cloud providers, and investors used that as reassurance for Nvidia even as a separate report raised questions about Nvidia losing market share.
Credo and Micron face fresh scrutiny even as bulls like AMD argue the AI buildout has further to run.
Semiconductor stocks came under pressure in the September 2, 2026 session, with commentary split between warnings of a meltdown in names like Credo and continued bullishness on AI demand for chipmakers such as AMD.
Dell posted a record $60.9 billion AI order quarter and beat on guidance, yet investors reacted with less enthusiasm than the headline numbers suggest.
Nvidia rose 4% on a reported $12.9 billion Hugging Face deal and Dell jumped 8% on a guidance beat, but a separate report says Dell's record $60.9 billion AI order backlog left stock investors unimpressed.
Stifel, Jefferies and Citizens all reiterated bullish views on the cybersecurity firm's AI-driven growth.
Stifel and Citizens both maintained a $415 price target on Palo Alto Networks, while Jefferies separately reiterated its rating citing AI growth.
Four brokerages raised targets within hours of each other, citing margin strength and AI server growth.
Melius, Mizuho, Piper Sandler and Raymond James all raised Dell price targets, with Melius setting the highest at $735 on margin strength.
The AI chipmaker could seal one of its largest acquisitions this week, folding a leading open-source AI model repository into its ecosystem.
Nvidia could finalize a $14 billion acquisition of Hugging Face as soon as this week, according to Bloomberg.
The cybersecurity firm topped quarterly forecasts the same day it announced the acquisition.
Palo Alto Networks beat quarterly earnings estimates and simultaneously announced the acquisition of AI platform Console, sending its stock higher.
BofA, Rosenblatt and Morgan Stanley all raised targets this week, citing AI-driven growth and, for Robinhood, upside independent of crypto trading.
Morgan Stanley raised its Robinhood price target from $124 to $150, implying a 43% gain from current levels, while BofA lifted Microsoft's target to $600 and Rosenblatt raised Snowflake's to $345.
Alphabet's CEO says even Google can't build AI infrastructure fast enough, while Anthropic locks up 5 gigawatts of Nvidia-backed cloud capacity.
Anthropic signed a $35 billion cloud computing deal with Nvidia-backed Lambda, a contract a source says secures roughly 5 gigawatts of AI capacity at a moment when Alphabet CEO Sundar Pichai says demand is outstripping what even Google can build.