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20 articles
Trending Companies
NVIDIA130 TSMC57 Goldman Sachs40 Blackstone35 KKR35 BlackRock35 SK Hynix24 Intel23 Samsung21 Brookfield21 Apollo21 Micron17
Trending Technologies
EUV91 3nm87 AI infrastructure29 AI28 GPU26 AI chips22 HBM18 data centers15 DRAM15 CUDA9 AI Infrastructure9 Blackwell8
2026-08-12
4 Semiconductor Stocks to Buy Amid Top Hyperscalers' $745B AI CapEx Bet - finance.yahoo.com
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finance.yahoo.com 2026-08-12
2026-08-09
Bellows Couplings Market 2035: Semiconductor Capex Fuels Precision Component Demand - News and Statistics - IndexBox
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news.google.com 2026-08-09
2026-08-08
TSMC Earnings Jump 77%, Capex Hits $64B [2026] - tech-insider.org
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news.google.com 2026-08-08
2026-08-07
SK hynix Earnings Guide: HBM Revenue, DRAM Prices, NAND, Margins and Capex - mexc.co
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news.google.com 2026-08-07
2026-08-06
Broadcom (NASDAQ: AVGO) Captures The Hyperscaler AI Capex That Bypasses Nvidia (NASDAQ: NVDA) - foreignpolicyjournal.com
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www.foreignpolicyjournal.com 2026-08-06
2026-08-05
Semiconductor Stocks Rise as AI Capex Surges Despite Market Setbacks - Global Banking & Finance Review
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www.globalbankingandfinance.com 2026-08-05
The semiconductor industry has demonstrated strong growth momentum recently, with significant capital expenditure increases in artificial intelligence sectors driving stock performance. Despite overall market setbacks and uncertainties, the rapid development of AI technology and sustained market dem
Semiconductor IndustryArtificial IntelligenceCapital ExpenditureMarket TrendsStock PerformanceAI ChipsTechnology DevelopmentInvestment Analysis
2026-08-05
I'm Buying Broadcom Because It Sucks Up The Hyperscaler AI Capex That Doesn't Go To Nvidia - 247wallst.com
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247wallst.com 2026-08-05
2026-08-05
AMD Stock Tumbles Overnight As CapEx Surge And SpaceX’s Nvidia Switch Overshadow Q2 Beat - Yahoo Finance
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finance.yahoo.com 2026-08-05
2026-08-05
AMD Stock Tumbles Overnight As CapEx Surge And SpaceX’s Nvidia Switch Overshadow Q2 Beat - Stocktwits
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stocktwits.com 2026-08-05
2026-08-04
Hyperscaler $1.2T AI Capex Bet Could Drive Next Semiconductor ETF Rally - VanEck Semiconductor ETF (NASDA - Benzinga
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www.benzinga.com 2026-08-04
2026-08-03
Memory makers lift capex as Kioxia holds spending to defend NAND lead
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digitimes.com 2026-08-03
2026-07-31
UMC raises capex to US$2B, eyes AI SiPh
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digitimes.com 2026-07-31
2026-07-31
Amazon lifts 2026 capex to US$220 billion, pins the increase on memory prices
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digitimes.com 2026-07-31
2026-07-31
ASE lifts 2026 capex to record US$10.5 billion, expects LEAP revenue to double in 2027
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digitimes.com 2026-07-31
2026-07-30
Nvidia Stock Rises After Meta, Microsoft Earnings. Capex Is No Longer King. - Barron's
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www.barrons.com 2026-07-30
2026-07-29
SK Hynix keeps US and Japan expansion options open despite KRW40T capex plan
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digitimes.com 2026-07-29
2026-07-28
The Big AI Capex Question: Should Investors Buy Nvidia or Broadcom This Week? - Yahoo Finance
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news.google.com 2026-07-28
2026-07-28
The Big AI Capex Question: Should Investors Buy Nvidia or Broadcom This Week? - 24/7 Wall St.
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news.google.com 2026-07-28
2026-07-27
Apple stock he record to outperform 'Mag 7' as iPhone maker avoids 'capex pitfalls' - Yahoo! Finance Canada
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news.google.com 2026-07-27
2026-07-27
Apple stock he record to outperform 'Mag 7' as iPhone maker avoids 'capex pitfalls' - Yahoo Finance
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news.google.com 2026-07-27