AI infrastructure demand remains robust, driving hyperscalers to increase capex and fueling bottlenecks in CPUs, memory, and energy supply. AMD, Micron, and GE Vernova are identified as top AI bottleneck stocks, each positioned for accelerated growth in their respective segments. I maintain a Strong Buy on AMD and MU and plan to initiate a position in GEV, using the current market pullback to increase exposure.
The original semiconductor ETF has delivered even more than the 69% year-to-date return many headlines cite.
On a recent Earn Your Leisure segment, co-host Rashaad Bilal quoted investor Barry Atlas with a claim that stops you mid-scroll: “these companies are going to make more money than all of the IPOs in the last 20 years put together,” creating “a whole new class of billionaires” from just a handful of listings.
Shares of three of the most explosive semiconductor names of 2026 are sliding hard in Friday morning trading.
Advanced Micro (AMD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Could the AI trade be starting to lose its edge—or is it just primed for a break?
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are pulling back slightly midday Thursday, but the stock's run over the past month has been historic.
Investors are eager for clues that the blockbuster AI spending that has powered markets higher in recent months is slowing. They may not like everything they see.
Advanced Micro (AMD) reported earnings 30 days ago. What's next for the stock?
The hosts of The AI Daily Brief dropped a line this week that should reframe how every investor thinks about the AI capex cycle.
Ten years ago, AMD (NASDAQ:AMD | AMD Price Prediction) was a punchline.
Stocks are largely moving lower ahead of the opening bell Thursday as chip stocks pull back from recent highs, while oil prices fall are falling amid fresh developments in the Middle East; Broadcom shares are dropping despite positive results and guidance from the chipmaker; SpaceX yesterday revealed an IPO target price of $135 per share, which would raise about $75 billion and value the company around $1.75 trillion; CrowdStrike shares are slipping after the company beat estimates, following a record rally for the cybersecurity firm ahead of the report; Bitcoin is extending a recent slump to the lowest point since February, pulling other crypto stocks down with it.