AI Stock Rally Shifts Focus to Chip Manufacturers and Equipment Suppliers

The June rally in AI stocks has seen a divergence, with manufacturers of memory chips and production equipment achieving their best quarter ever, while major hyperscalers faced pressure due to their data center investments.

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fazGerman43d ago

Applied Materials bis KLA: Die neuen Favoriten unter den KI-Aktien

Der Juni hat die Rally der KI-Aktien auseinandergetrieben. Während die Hersteller von Speicherchips und Fertigungsanlagen das beste Quartal ihrer Geschichte erreichten, gerieten die großen Hyperscaler unter Druck. Ihre Investitionen in Rechenzentren rechnen langsamer als erhofft.

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AI Stock Rally Shifts Focus to Chip Manufacturers and Equipment Suppliers

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Applied Materials bis KLA: Die neuen Favoriten unter den KI-Aktien

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