How Do You Invest In The AI Value Chain?

Every layer of the AI economy rests on silicon, which is why most investors begin here. The VanEck Semiconductor ETF (SMH) is the anchor, tracking the largest U.S.-listed chip companies across...

Seeking Alpha·2d ago

The Dow Jones ends five-day winning streak, storage chip and AI software stocks hit by "earnings massacre", expectations for Federal Reserve rate hike suddenly rise

Bitget·Aug 7

AMD Revenue Rockets 50%: 2 Undervalued Chip Stocks With Long-Term EPS Growth +100%

Big tech earnings have reinforced the AI bull case, despite recent skepticism. Discover 2 undervalued semiconductor stocks poised to benefit in H2 2026.

Seeking Alpha·Aug 5

SpaceX Q2 2026 earnings debut alongside chip market growth outlook

Earnings debut: The company reported $6.93 billion in Q2 2026 revenue alongside a loss of 26 cents per share. Chip market growth: Global semiconductor revenues in 2026 are forecast between $1.0 ...

MSN·Aug 3

Your SSD Now Costs What a Graphics Card Used to Cost, and the Company Responsible Has Never Sent…

by Hassanali — A Data Center You Will Never See Is Eating Every Chip You Were Planning to Buy. Here’s the Framework for Buying Storage in the Middle of…

Medium·Jul 28

South Korea is tied to the U.S. AI industry chain! Samsung and SK Hynix have signed a $950 billion chip deal with NVIDIA, Broadcom, and others.

Moomoo·Jul 25

SK Hynix is spending $38 billion to build two new chip fabs

SK Hynix just announced a massive new investment to strengthen its manufacturing capacity for both DRAM and NAND flash products. The South Korean corporation, one of ...

TechSpot·6d ago

Elon Musk Goes All-In on Nvidia: What SpaceX’s Chip Strategy Means for AI Infrastructure

SpaceX’s exclusive Nvidia commitment shows how AI infrastructure standardization can accelerate deployments while deepening supplier and supply chain risk.

TechRepublic·Aug 6

Marvell Unveils AI Memory Strategy to Boost Server Efficiency. What That Means for MRVL Stock.

Marvell unveils new AI memory chips and optical tech to address server bottlenecks, as its data center business continues to grow rapidly.

Yahoo Finance·Aug 5

DeepSeek Data Center Plan Reveals Its 2026 AI Strategy

DeepSeek data center plans target 1 GW in Inner Mongolia by 2028, revealing its chip strategy, funding and role in the 2026 AI infrastructure race.

Memeburn·Aug 1

What Blackstone’s AI Success Means for Corporate Investment Strategies

by Tim Overstreet — Artificial intelligence has moved beyond being a technology trend — it has become a capital allocation decision.

Medium·Jul 28

Global chip race fractures into four strategies: US packaging gap remains after $265B bet

A week after TSMC committed $265 billion to Arizona and announced dedicated advanced packaging capacity there, a new analysis from Semiconductor Engineering lays bare what that announcement also ...

MSN·Jul 24

Global market: SK Hynix approves $38.3 billion investment plan through 2031 to expand AI chip production

SK Hynix approved investments of 54.3 trillion won through 2031 to expand semiconductor production, targeting rising AI-driven demand. Funds will support new DRAM facilities in Yongin and NAND flash...

The Economic Times on MSN·Aug 7

Why semiconductors are powering today’s biggest investment themes?

The global technology companies are constantly investing heavily in data centres, advanced chips, and memory systems to support growing AI workloads.

DATAQUEST·Aug 5

Why AI infrastructure and semiconductor investments are driving the next wave of AI growth

AI infrastructure and semiconductor investments are accelerating enterprise AI adoption. Chips, data centres, networking and power are shaping AI's next growth phase.

DATAQUEST·Aug 4

AI Memory Chip Crash Analysis 2026: Buy the Dip or Wait?

Intellectia AI·Jul 30

3 AI Chip and Memory Behemoths to Buy Ahead of August for Big Upside

The astonishing rally of the artificial intelligence (AI) trade has been suffering from persistent volatility over the past month. Massive AI-related capital expenditure by major hyperscalers raised...

sharewise·Jul 27

Samsung weighs €1B Mistral stake as AI chip race tightens

Samsung Electronics is engaged in negotiations about buying a stake in French artificial intelligence company Mistral. This acquisition will bring the world’s leading manufacturer of memory chips ...

Cryptopolitan on MSN·Jul 22