#hyperscaler-capex

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Artificial intelligence
from24/7 Wall St.
2 weeks ago

This Analyst Says Advanced Micro Devices Will Soar 30% in 2026. Here's Why It's Time to Buy.

AMD's AI accelerators and server CPUs drove a 78% 2025 stock surge and face strong 2026 demand, supporting bullish price-target upgrades.
from24/7 Wall St.
3 weeks ago

Roundhill's AI ETF Rips 45% Higher As The AI Buildout Continues In 2026

The Roundhill Generative AI & Technology ETF ( NYSEARCA:CHAT) soared just over 45% in 2025, outpacing the S&P 500's 17% gain and the Nasdaq-100's 21% advance. The fund's 2026 performance trajectory depends on hyperscaler spending on AI infrastructure and the fund's concentrated exposure to companies building that infrastructure. Hyperscaler Capital Spending Is the Engine The biggest macro factor affecting CHAT's performance is capital expenditure by the world's largest cloud providers.
Business
Business
from24/7 Wall St.
1 month ago

An Actively Managed AI ETF Put 18% Into Two Chip Giants Just Ahead of Massive Infrastructure Buildout

BAI is an actively managed ETF offering concentrated, full-stack AI infrastructure exposure, led by semiconductors and hyperscalers, with $8B AUM and 0.55% expense.
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