AI Stock Rally Diverges, Chipmakers Thrive While Hyperscalers Struggle

The AI stock rally saw a divergence in June, with memory chip and manufacturing equipment makers achieving their best quarter ever, while major hyperscalers faced pressure.

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fazGerman56d 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.

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AI Stock Rally Diverges, Chipmakers Thrive While Hyperscalers Struggle

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

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