AI capex demand broadening beyond GPUs to memory
Traders are rotating focus from pure GPU plays (NVDA) to memory and infrastructure stocks (MU, SNDK) as agentic AI deployment requires different CPU-to-GPU ratios (moving closer to 1:1 vs. 1:8) and massive capacity expansion. Earnings blowouts have fueled continued rallies despite valuation concerns.
R- PR Newswire FinancialINVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Super Micro Computer, Inc. Of Class Action Lawsuit and Upcoming Deadlines - SMCI
NEW YORK, May 14, 2026 /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Super Micro Computer, Inc. ("Super Micro" or the "Company") (NASDAQ: SMCI). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, (or...
2h ago - CNBC Top NewsWhat's good for Cisco is good for Broadcom. 3 reasons both stocks are soaring
Cisco investors aren't the only victors from the network company's blowout earnings.
8h ago - CNBC Top NewsThese stocks reporting earnings next week have momentum on their side
Nvidia and Ralph Lauren are among the stocks that may rise in the trading sessions following their earnings reports next week, a new data screener shows.
8h ago - MarketWatchNvidia earnings alone won’t rescue the S&P 500 from its new sell signal
Overbought warnings come ahead of a massive tech and retail earnings lineup.
8h ago - Yahoo FinanceDow Jones Hits 50,000 For the First Time As Nvidia And Broadcom Power Market Indexes Higher11h ago
- BloombergNvidia Gains 20% in Seven Days, Nearing $6 Trillion Market Value
Nvidia Corp. shares rose on Thursday, extending a 20% rally over the past seven days as investors plow into the chipmakers profiting from a flood of investment spending on artificial intelligence.
11h ago - MarketWatchTrump discloses big buys of shares in Boeing and Nvidia as the companies look set to gain from his China trip
President Donald Trump has filed a disclosure showing massive buying and selling of U.S. stocks, index funds and other securities, including purchasing at least $1 million in shares of Boeing and Nvidia as those companies expect to score new business during his trip to China.
11h ago - Yahoo FinanceNVIDIA (NVDA) And SAP Expand Collaboration To Bring Enterprise-Grade Trust And Governance To Specialized AI Agents11h ago
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Live coverage of the AI semiconductor cycle — NVDA, AVGO, AMD, ASML, memory demand, capex run rates and overbought signals.