Dan Ives Remains Bullish on AI Infrastructure Stocks Despite Selloff
Dan Ives and colleagues say they are not spooked by the selloff, citing high rates, upcoming midterms and data center permitting challenges as market concerns.
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Bulls and Bears: IBM, Super Micro, Tesla
examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. U.S. stocks endured a difficult week as a renewed surge in oil prices and disappointing reactions to Big Tech earnings weighed heavily on investor sentiment. The S&P 500, Nasdaq Composite and Dow Jo
Micron, WDC, SanDisk Rally
Micron, Western Digital, and SanDisk have surged as demand for AI infrastructure reshapes the memory market, with SanDisk leading the rally but Micron appearing as the cheapest on valuation metrics