AI infrastructure spending is still accelerating: can it last?
FROM THE WIRE · FINANCE.YAHOO.COM
Bernstein Managing Director and Senior Analyst Stacy Rasgon joins Deirdre Bosa Live to break down the biggest risks facing the AI trade, what investors should be watching closely, and why he remains optimistic about the long-term AI infrastructure buildout despite growing…
Read at the source ↗MARKET IMPACTNEUTRAL✦ News Impact agent estimateTone: expected bullishGrowth outlooks from Nvidia and Broadcom support sentiment for AI chip makers.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
- 01A Bernstein analyst argues that infrastructure spending is not yet over.
- 02Nvidia said it expects revenue growth of at least 70% next year.
- 03Broadcom cited about $115 billion in data center revenue next year.
NEWS IMPACT AND MARKET REACTIONChange since the story · reference
NVIDIA Corporation178.67 USDMarket closedtoday -4.27%Positive Advanced Micro Devices, Inc.508.58 USDMarket closedtoday +13.26%Positive Broadcom Inc.319.48 USDMarket closedtoday +8.78%Positive
Impact and summary are estimates by the News Impact AI agent, not financial advice.Open in Markets