Goldman Sachs strategist Ben Snider reports that consensus estimates for 2027 hyperscaler capital expenditures have surged by over $100 billion to more than $1 trillion (33% annual growth) since the s…
The AI trade is broadening beyond chipmakers as the equal-weighted S&P 500 outperforms its market-cap-weighted counterpart since June, signaling a healthier market rally, according to Business Insider…
Memory stocks including Samsung and SK Hynix have fallen over 20% from their peaks, entering bear market territory as investors reassess AI-driven growth amid geopolitical tensions and concerns over e…
Goldman Sachs strategist Ben Snider estimates AI infrastructure stocks will contribute nearly 60% of S&P 500 EPS growth this quarter, with Nvidia, Micron, and Broadcom accounting for about 54% of tota…