When someone asks me to name the best semiconductor stock to buy for now and the next few years, my answer is Nvidia (NASDAQ: NVDA). I look at plenty of other chip names, including Broadcom and Advanced Micro Devices, yet I keep coming back to Nvidia because it sits at the center of how artificial intelligence (AI) is built and used, not just at the edge of the hardware market.
The core of the story is Nvidia's data center business. In the most recent fiscal year (ended Jan. 25, 2026), Nvidia reported quarterly data center revenue of $62.3 billion, up 75% year over year, and full-year data center sales are expected to be in the neighborhood of $180 billion. These are massive numbers and show that data centers are the main engine for the company. When hyperscalers and enterprises decide how many AI clusters to build, they start with Nvidia's platform, then layer everything else around it.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The company's platform is not just about a single AI chip. The company's Blackwell architecture connects hundreds of billions of transistors, custom interconnects, and massive pools of memory into unified graphics processing units (GPUs), then scales those GPUs into rack-level systems like GB200 and GB300 that act like giant accelerators. On top of those systems sit DGX SuperPODs, Grace CPUs, and software like CUDA and TensorRT that developers already know and trust. When I picture the AI factories that companies are building, I see Nvidia in the center of the blueprints.
All the above is the technical side. The psychological side matters, too. Nvidia has become the default AI stock for many investors. It is the ticker people think of when they hear about new models, new data centers, or new AI enterprise rollouts. **** ysts often mention Nvidia first when discussing AI infrastructure, and the stock still carries a broad buy rating and targets pointing to meaningful upside from current levels. That attention can create volatility, yet it also means the company gets a steady stream of capital and scrutiny, which pushes management to keep delivering.

#NVIDIA #like #gpus #flashing

Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its "Guinness Global Innovators Fund". You can download the letter here. The Guinness Global Innovators Fund focuses on investing in global companies that benefit from innovation in technology, communication, globalization, and management strategies. In the second quarter of 2026, the Guinness Global Innovators Fund returned 13.8% in GBP, compared with 13.0% for the MSCI World Index and 13.1% for the IA Global sector average. Easing Middle East tensions, falling oil prices, and renewed enthusiasm for artificial intelligence helped reverse much of the caution seen earlier in the year, with investors rotating back toward growth stocks and AI infrastructure beneficiaries. The Fund benefited from its overweight position in the Information Technology sector, while its overweight position in Communication Services detracted. Avoiding weaker Utilities, Materials, and Energy also supported relative performance. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, Guinness Global Innovators Fund highlighted Advanced Micro Devices, Inc. (NASDAQ:AMD) as a new holding. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a leading semiconductor company that designs and manufactures AI accelerators, microprocessors, and graphics processing units. On August 21, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) closed at $473.25 per share, reflecting a market capitalization of $772.57 billion. Advanced Micro Devices, Inc. (NASDAQ:AMD) posted a one-month return of -4.38%, while its shares gained 189.70% over the past 52 weeks.
Guinness Global Innovators Fund stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its Q2 2026 investor letter:
"Advanced Micro Devices, Inc. (NASDAQ:AMD) is a fabless semiconductor company focused on high-performance and AI computing. It designs and sells a broad portfolio of AI-optimised processors and networking chips, positioning itself as a full-stack solutions provider across cloud and AI infrastructure while maintaining strong competitive positioning in PC and gaming endmarkets. AMD has notably closed the performance gap with Nvidia in recent years, driven by targeted acquisitions and sustained software investment. The Helios platform, built on AMD's acquisition of systems integrator ZT Systems, is AMD's first rack-scale system unifying graphical processing units (GPUs), computer processing units (CPUs) and Pensando networking into a frontier AI infrastructure solution, and should be a material growth driver from 2027 onwards. AMD is also structurally advantaged by a shift in data centre computational architecture. Its EPYC server CPUs offer industryleading performance-per-dollar and have taken substantial share from Intel in enterprise and cloud deployments. The rapid build-out of AI infrastructure is driving demand for high

Marvell issued Google a $12.2 billion warrant for roughly 7% of the company, but every share must be earned through product purchases.
The warrant vests in $500 million revenue increments through fiscal 2033, aligning Google's equity reward directly with Marvell's custom-silicon revenue growth.
Marvell's existing networking and CXL memory design wins already project a path to over $2 billion in revenue by fiscal 2029.
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AI infrastructure spending is moving into a new phase. The first wave centered on buying as many GPUs as possible. Now hyperscalers are designing custom chips, networking systems, and memory architectures to squeeze more performance from every dollar and watt. Alphabet (NASDAQ:GOOG) is one of the companies pushing hardest in that direction. The company spent $80.6 billion on capital expenditures during the first six months of 2026, with servers, networking equipment, and data centers accounting for much of that investment.

#company #custom #memory

NVIDIA Corporation (NASDAQ:NVDA) is weighing a step that would have seemed unthinkable a year ago: shipping its next-generation Rubin Ultra GPU with less memory than originally promised. According to The Information, the company has been testing at least three versions with reduced high-bandwidth memory, some as low as 192GB to 256GB, well below the 1 terabyte Jensen Huang originally announced.
Meanwhile, rival Advanced Micro Devices, Inc. (NASDAQ:AMD) is pushing ahead with its own AI system, Helios, which ships to customers including Microsoft, Meta, OpenAI, and Oracle later this year. AMD says it already has the memory it needs.
Both chipmakers are racing to build next-generation AI systems just as the entire industry runs into a severe memory shortage.
That raises a real question: is NVIDIA Corporation (NASDAQ:NVDA) genuinely caught off guard on supply, or is AMD's confidence about locking up memory the bigger story here?
Even with less memory, Nvidia still controls more than 95% of the data center GPU market. Spreading scarce memory across more GPUs lets NVIDIA Corporation (NASDAQ:NVDA) protect production volume, and a lower-memory version could become a genuinely cheaper option that broadens its customer base. Nothing is finalized yet, and Rubin Ultra doesn't ship until late 2027, giving Nvidia time to adjust. The company has also struck a $500 billion partnership with SK Hynix's parent company to co-develop future memory technology, a move Nvidia VP Raj Mirpuri said it would "help us secure a stable supply."

#NASDAQ #corporation #nvda #next

The problem with AI valuations is that infrastructure spending is running far ahead of the revenue available to support it. Goldman Sachs estimates roughly $7.6 trillion in ****** ulative AI capital spending from 2026 through 2031. OpenAI and Anthropic, meanwhile, were generating combined annualized revenue of more than $105 billion by August 2026, which is impressive growth, but still a small base relative to the buildout.
To avoid cataclysmic infrastructure write-downs on hardware with brief 3-to-5-year lifecycles, the industry must scale its annual recurring revenue past $1 trillion by 2030.
Skeptics think the industry is building hardware capacity faster than customers can use it profitably. Under the bear case, the revenue gap eventually reaches hardware suppliers. If enterprise demand fails to fill new capacity, hyperscalers will slow purchases, demand lower prices and move routine workloads to internal chips. Short hardware lifecycles would make even a temporary glut expensive.
Nvidia Corporation (NASDAQ:NVDA) carries the greatest exposure because its 74.9% quarterly gross margin depends on customers competing for scarce, high-end GPUs. Google's TPUs, Amazon's Trainium and Microsoft's Maia can absorb predictable inference workloads, reducing Nvidia purchases and increasing hyperscalers' bargaining power.
The market still expects Nvidia Corporation (NASDAQ:NVDA) to retain most of its advantage. The shares traded at 25.64 times forward earnings as of August 17, while 285 elite hedge funds in Insider Monkey's second-quarter database held long positions. Slower orders combined with weaker pricing would hit both earnings expectations and a crowded trade.

#corporation #NASDAQ

In the second quarter of 2026, **** eX's (NASDAQ: SPCX) revenue surged 92% year over year to $7.8 billion, and it narrowed its net loss from $1.01 billion to $541 million. However, its total capex surged more than sixfold year over year, from $2.83 billion to $18.37 billion. It allocated $15.8 billion of that capex to expanding its AI business. Let's see where all that money went.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
SpaceX originally operated two main businesses: its Starlink satellite internet services and its rocket launch services. But in Feb. 2026, it acquired xAI -- which owns Grok, X, and its other AI **** ets -- in an all-stock transaction to form its new AI business. It also acquired the AI start-up Cursor earlier this month. Elon Musk believes its AI revenue will jump from $3.5 billion in 2025 to $700-$750 billion in 2030.
To sow the seeds for that expansion, **** eX spent most of its second-quarter capex on Nvidia's (NASDAQ: NVDA) data center GPUs and other AI accelerators. The rest was used to deploy, acquire, and build more high-power data centers to increase its active capacity from 1.4 GW today to its target of 10 GW by next year.
That would give it a lot more bandwidth to handle its multi-billion-dollar compute hosting contracts with external enterprise clients. However, the expansion of that unprofitable AI business could offset Starlink's profits and keep its bottom line in the red.

#billion

Wall Street has spent the last week absorbing Nvidia's (NVDA) plan to arrange half a trillion dollars of other people's money, and the sharpest objection came from someone who was explicitly trying to argue the other side. Asked on the All-In podcast published Aug. 14 where the arrangement could break, David Sacks, while still an overall bull on AI and similar, is acutely aware of the risks of the massive, multi-trillion-dollar AI buildout, saying, "The biggest risk to me is not on the demand side," he said. "The biggest risk is that you get a glut of compute and you get an overbuild. And in the same way that we had dark fiber after the dotcom crash, if you had dark GPUs, that'd be a disaster for everyone."
On Aug. 10, Nvidia said it had signed memorandums of understanding with Apollo (APO), BlackRock (BLK), Blackstone (BX), Brookfield (BN), Goldman Sachs (GS), and KKR (KKR) to establish independent compute financing platforms to "mobilize over $500 billion of third-party capital for the buildout of AI infrastructure over time." The release adds that the partnerships "remain subject to execution of the final agreements." Meaning, that figure is an aspiration, not raised money, not committed money, and not Nvidia revenue. Several outlets blurred the distinction.
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#NVIDIA #trillion #side #dark

Wall Street has spent the last week absorbing Nvidia's (NVDA) plan to arrange half a trillion dollars of other people's money, and the sharpest objection came from someone who was explicitly trying to argue the other side. Asked on the All-In podcast published Aug. 14 where the arrangement could break, David Sacks, while still an overall bull on AI and similar, is acutely aware of the risks of the massive, multi-trillion-dollar AI buildout, saying, "The biggest risk to me is not on the demand side," he said. "The biggest risk is that you get a glut of compute and you get an overbuild. And in the same way that we had dark fiber after the dotcom crash, if you had dark GPUs, that'd be a disaster for everyone."
On Aug. 10, Nvidia said it had signed memorandums of understanding with Apollo (APO), BlackRock (BLK), Blackstone (BX), Brookfield (BN), Goldman Sachs (GS), and KKR (KKR) to establish independent compute financing platforms to "mobilize over $500 billion of third-party capital for the buildout of AI infrastructure over time." The release adds that the partnerships "remain subject to execution of the final agreements." Meaning, that figure is an aspiration, not raised money, not committed money, and not Nvidia revenue. Several outlets blurred the distinction.
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QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.

#trillion #side #biggest #risk

NVDA posted 92% Data Center revenue growth and CRWV secured a $2.6B GPU-backed loan with a $104B backlog.
Unlike Bitcoin, chips have no fixed supply mechanics. Manufacturers can expand capacity and render older GPUs economically obsolete on a published schedule.
Cuban sold 98% of his Bitcoin near $88,000 and has been linked to collapsed projects ****** AN and Voyager, making his crypto praise read as a warning.
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On Aug. 15, 2026, Mark Cuban posted on X: "Chips as an ****** et class will be the new crypto." That is the entire public statement. Cuban did not specify which chips, name an investment vehicle, offer a timeline, or follow up in any interview. The post drew over 1.2 million views within a day and was reported by outlets including Crypto News, TradingView, TheStreet, Protos, and AOL between Aug. 16 and Aug. 18, 2026.

#chips #unlike

In the AI infrastructure boom, Nvidia (NASDAQ: NVDA) sells the brains of the AI factory while Micron (NASDAQ: MU) supplies the memory that keeps those brains fed with data, and that difference shapes which stock will benefit more from the current phase of this historic spending wave. In my view, Nvidia is the clearer winner because a greater fraction of every dollar of hyperscaler capex is spent on its accelerators than goes toward memory chips of the type that Micron manufactures. Micron still looks like a powerful second-derivative play, since AI servers can't be built without the high-bandwidth memory it supplies.
The money flow this year is wildly high. The hyperscalers themselves say they plan to spend hundreds of billions of dollars in 2026 alone to expand AI data centers, GPU clusters, networking, and power infrastructure, a sharp jump from already elevated 2025 levels. One estimate puts combined capex for Amazon, Microsoft, Alphabet, and Meta Platforms at around $700 billion, with roughly two-thirds of that directed toward AI infrastructure rather than traditional cloud. Within that budget, the largest line item is the AI server stack itself, where accelerated servers built around high-end GPUs drive most of the component revenue growth. And of course, the hyperscalers are not the only tech players building data centers now.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nvidia sits directly in the center of this buying spree. Its data center business now revolves around entire racks of AI computing power, not just single chips. Systems like the GB200 Grace Blackwell Superchip and GB200 NVL72 tie together dozens of CPUs and GPUs into logical accelerators that can train and serve trillion-parameter models more efficiently than the prior-generation Hopper platforms. Hyperscalers are lining up to deploy these systems in their AI clouds, with massive companies committing to offer GB200 NVL72 instances to customers who want to run large language models at scale. All this sounds dense, but the basic point is that Nvidia products are in steady demand.
Nvidia's roadmap also continues to push the limits of performance and memory. Architectures like Blackwell and its new Vera Rubin processors combine vast computing throughput with enormous pools of high bandwidth memory (HBM), turning racks into "AI factories." That keeps Nvidia at the absolute center of procurement decisions when cloud providers are calculating how many clusters they will need to handle their training and inferencing workloads in 2026 and beyond.

#memory #high #signal

Micron Technology (NASDAQ: MU) has been on a tear recently, and its run in this artificial intelligence (AI) era is about more than just selling more memory. Micron's run is about solving one of the quiet bottlenecks in artificial intelligence (AI) infrastructure, which is power, and that is where I think the story bleeds directly into utility stocks in a way the market has not fully priced in yet.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Micron's latest numbers show just how central it has become to AI. In the third quarter of its fiscal 2026, total revenue hit $41.5 billion, up 346% year over year and marking the fifth straight quarterly record. DRAM revenue alone was $31.3 billion, up 343% and now 76% of total sales, while data center revenue topped $25 billion on an annualized run rate north of $100 billion. ****** ysts have pushed estimates higher, largely on the back of AI-driven demand for high-bandwidth memory (HBM) and high-performance dynamic random-access memory (DRAM).
Underneath those numbers is a very specific technology angle. Micron's HBM3E memory, which sits right next to Nvidia's H200 GPUs and AMD's next-generation accelerators, delivers more than 1.2 terabytes per second of bandwidth while using about 30% less power than competing offerings. This means that AI clusters can either cut their electricity bills or pack more GPUs into the same power envelope, which is exactly what hyperscalers care about now that power availability has become a defining constraint for scaling AI.
Micron just raised its planned U.S. investment to more than $250 billion through 2035, aiming to put about 40% of its DRAM output on American soil to supply AI data centers and to support more than 90,000 jobs. Its solid-state drive (SSD) business is also framed in power terms now.

#power #billion #memory #NVIDIA

Interested in HIVE Digital Technologies Ltd.? Here are five stocks we like better.
Revenue surged 73% year over year to $79.1 million, driven primarily by Bitcoin mining, while adjusted EBITDA improved to $13.4 million. However, HIVE reported a $142.9 million GAAP net loss, largely due to an $84.7 million non-cash Swedish VAT provision and $53.7 million in depreciation.
HIVE expanded its GPU cloud pipeline with a five-year, $360 million contract for 2,088 NVIDIA GB300 GPUs, bringing active and contracted annualized GPU revenue to $180 million. The company continues targeting $200 million in GPU-cloud annual recurring revenue by fiscal year-end.
The company ended the quarter with $208 million in cash and is advancing data-center projects in Sweden, Canada and Paraguay, while continuing to contest the Swedish VAT **** sment. Management expects HPC to reach roughly 40% of revenue after contracted GPU deployments come online.
AI Data Centers Are Splitting Winners From Pretenders in Infrastructure Stocks

#swedish

On August 10, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang unveiled what he calls his "big concept" for AI financing on CNBC, standing alongside leaders from Goldman Sachs, BlackRock, Blackstone, KKR, Apollo, and Brookfield. Together, the group says it will raise $500 billion, and potentially more, from outside investors to build new AI data centers.
KKR & Co. Inc. (NYSE:KKR)'s head of digital infrastructure, Waldemar Szlezak, described the shift plainly: "You can think about it as a revenue stream."
NVIDIA Corporation (NASDAQ:NVDA) already tried a similar move once before. Almost 11 months ago, it announced a plan to invest up to $100 billion in OpenAI for data centers needing 10 gigawatts of power, but that investment never fully materialized.
That history raises a real question: does this new $500 billion plan mark a genuine shift in how AI gets financed, or another ambitious announcement that outruns the actual contracts behind it?
Nvidia's chips seem to hold real value over time, since customers keep using older-generation GPUs long after a newer model ships. NVIDIA Corporation (NASDAQ:NVDA) also gets the option to backstop 25% of any loan made under the plan, which should help borrowers land better rates than relying on their own credit alone. Big Tech has already shown this kind of financing works at scale: Alphabet, Amazon, Meta, Microsoft, and Oracle together raised more than $150 billion in debt and equity this year, and Intel raised its own stock offering from $15 billion to $20 billion.

#billion #NVIDIA #together

Alphabet's (NASDAQ: GOOGL) latest earnings report put two enormous sums front and center: a full-year capital expenditure guidance range that it increased to as much as $205 billion and a Google Cloud backlog that has climbed to $514 billion.
The scales of these figures invite comparison -- which one should investors weigh more heavily? The answer becomes more clear when these numbers are understood as two sides of the same coin.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Alphabet is pouring unprecedented sums into artificial intelligence (AI) infrastructure precisely because customer demand -- quantified by its towering backlog -- is accelerating. One number represents its investments, while the other is proof that the investments are paying off.
Alphabet's AI infrastructure budget will be directed toward servers, GPUs, CPUs, memory, custom chips called Tensor Processing Units (TPUs), data center construction, and the networking gear that stitches everything together. Roughly 60% of the company's recent capital outlays went into servers, while the remaining 40% funded facilities and connectivity.

#NVIDIA

Tyrod Taylor is a married man!
The veteran NL quarterback tied the knot this summer with Bianka Charity-Parker, who posted a collaboration gallery of photos to her Instagram on Friday, Aug. 14 of the rustic wedding. She wore a longsleeve white lace dress, and he wore a white jacket with black wide leg pants for the outdoor ceremony, which included them jumping the broom. Her caption said that the two wed on July 11.
Victoria Holland, owner of Victoria Ann Events, also shared photos of the nuptials to her company's Instagram page. She revealed that Grammy-winning rapper Pusha T helped connect her to the couple.
"I was fully planning on JUST talking to Bianka and Tyrod, and figuring out which of my many friends in this industry I could recommend to do their wedding," she said in the caption. "But as soon as I got on the zoom, listened to their story, I knew I had to be a small part of their wedding story! Shoutout to kingpush for always knowing best."
Taylor, who signed with the Green Bay Packers this offseason for his 16th NFL season, and Charity-Parker, who is a Clinical Psychology ******* ociate for KIPP DC Public Schools, according to her LinkedIn, each wore multiple looks for the day. The quarterback's outfits were put together by his longtime friend, stylist and business partner Dex Robinson. Besides the white and black suit, Taylor donned a gold suit and a black look with an embroidered cropped jacket and long shorts. It appeared Charity-Parker removed her sleeves to reveal a strapless bodice for her second look.

#black

Three of the biggest names in logic chips closed higher on August 12, following a strong earnings report deep in the AI server supply chain. Advanced Micro Devices, Inc. (NASDAQ:AMD) up 1.8% at $483, Intel Corporation (NASDAQ:INTC) up 3.3% to $101, and NVIDIA Corporation (NASDAQ:NVDA) up 3% to $224, in a broad rally sparked not by news from any of the three companies, but by Super Micro Computer Inc. (NASDAQ:SMCI), whose results reinforced how strong AI infrastructure expenditure remains.
On August 11, Super Micro Computer Inc. (NASDAQ:SMCI) released its fiscal fourth-quarter report, and the results were impressive on two fronts. Non-GAAP earnings per share came in at $1.70, up 139% from the roughly $0.71 ******* ysts projected, though revenue of $11.12 billion fell just short of expectations. The major story, however, was the order book: Super Micro reported more than $60 billion in new orders received during the quarter alone, up more than 50% compared to the $39 billion the company reported just six weeks prior.
The margin story was equally as important as order growth. Super Micro's non-GAAP gross margin increased to 17.6%, more than doubling the previously forecast 8.2%-8.4% range, which management put down to a better mix of customers and products.
That's why the rise extended far beyond Super Micro's own shares. For NVIDIA Corporation (NASDAQ:NVDA), whose GPUs power the servers Super Micro builds, the order surge acts as an independent data point confirming that demand for its chips continues to be strong ahead of its own upcoming fiscal second-quarter report, which includes revenue projections of roughly $91 billion excluding China data-center compute. NVIDIA enters that report up 19.23% year-to-date, has a $80 billion share buyback authorization, and recently announced a $500 billion financing arrangement with a broad collection of Wall Street banks.
Advanced Micro Devices, Inc. (NASDAQ:AMD), which is up a staggering 130.08% year to date, has its own reasons to gain something from the read-through. The company has been securing major GPU deployment orders, including contracts for up to 2 gigawatts of its MI450 accelerators for Anthropic, establishing itself as the most credible competitor to NVIDIA in AI data center silicon. A robust server-supply-chain signal, such as Super Micro's, lends credibility to the broader notion that there is enough demand for AI infrastructure to support several chip suppliers.

#report #strong

Hyperscale Data has sold most of its Bitcoin holdings to help finance the expansion of its Michigan data center.
In an announcement on Friday, the Las Vegas-based company, which trades on the NYSE American under the ticker GPUS, said it sold approximately 685 Bitcoin for about $43 million.
Hyperscale said it plans to use the proceeds primarily to continue developing and expanding the Michigan facility. The sale also gives the company more flexibility to manage its debt, equity, and broader capital structure. According to the company, it has reduced its debt by approximately $30 million.
According to Hyperscale, the sale "is about capital allocation."
"We have built a substantial Bitcoin position, and today we have the ability to convert a portion of that highly liquid **** et into capital that can accelerate the development of one of the most important **** ets in our portfolio," Executive Chairman Milton Ault said in a statement. "We believe that is the appropriate decision for Hyperscale Data and its stockholders at this point in the Company's evolution."

#Bitcoin

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for AI infrastructure. Information technology led the advance, with semiconductor and hardware companies accounting for most of the index's rise. The fund returned 26.9% (net) in the second quarter of 2026. The portfolio benefited from strong gains across memory, software infrastructure, cybersecurity, and other AI-related holdings, although its concentrated exposure to mega-cap chip designers and manufacturers weighed on relative performance as leadership broadened into CPUs, networking, and memory. Vertical software, internet, and financial holdings were modest detractors amid macro concerns and uncertainty over AI disruption. The fund remains focused on critical AI bottlenecks, including compute, memory, manufacturing, networking, and power, while retaining selected businesses that may use AI to strengthen their competitive positions. You can check the fund's top five holdings to learn more about its leading investment ideas for the year.
In its Q2 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Arm Holdings plc (NASDAQ:ARM) as a new holding. Arm Holdings plc (NASDAQ:ARM) is a UK-based technology company that develops and licenses central processing unit designs and related technologies for semiconductor companies and original equipment manufacturers. On August 7, 2026, Arm Holdings plc (NASDAQ:ARM) closed at $282.57 per share. The one-month return of Arm Holdings plc (NASDAQ:ARM) was -10.03%, and its shares gained 90.72% over the past 52 weeks. Arm Holdings plc (NASDAQ:ARM) has a market capitalization of $301.78 billion.
Sands Capital Technology Innovators Fund stated the following regarding Arm Holdings plc (NASDAQ:ARM) in its Q2 2026 investor letter:
"Advanced Micro Devices, Arm Holdings plc (NASDAQ:ARM), and Intel increased the portfolio's exposure to rising CPU demand driven by agentic AI. While GPUs remain central to training and token generation, CPUs are increasingly important for scheduling, memory management, tool execution, and the orchestration of agentic workflows. As AI workloads evolve toward inference, agentic workflows, and more complex data center architectures, we believe the need to coordinate, feed, and manage accelerated compute could drive stronger CPU demand than investors previously expected. AMD and Arm provide exposure to supplier diversity, open standards, and more efficient compute architectures, while Intel adds exposure to server CPUs and potential foundry optionality as customers seek additional sources of advanced manufacturing supply. While execution risk remains meaningful, particularly for Intel, we b

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for AI infrastructure. Information technology led the advance, with semiconductor and hardware companies accounting for most of the index's rise. The fund returned 26.9% (net) in the second quarter of 2026. The portfolio benefited from strong gains across memory, software infrastructure, cybersecurity, and other AI-related holdings, although its concentrated exposure to mega-cap chip designers and manufacturers weighed on relative performance as leadership broadened into CPUs, networking, and memory. Vertical software, internet, and financial holdings were modest detractors amid macro concerns and uncertainty over AI disruption. The fund remains focused on critical AI bottlenecks, including compute, memory, manufacturing, networking, and power, while retaining selected businesses that may use AI to strengthen their competitive positions. You can check the fund's top five holdings to learn more about its leading investment ideas for the year.
In its second-quarter 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Intel Corporation (NASDAQ:INTC) as anew holding. Intel Corporation (NASDAQ:INTC) designs, develops, manufactures, markets, sells, and services computing and related end products and services. On August 7, 2026, Intel Corporation (NASDAQ:INTC) closed at $101.65 per share. One-month return of Intel Corporation (NASDAQ:INTC) was -1.43% and its shares gained 392.25% over the past 52 weeks. Intel Corporation (NASDAQ:INTC) has a market capitalization of $512.72 billion.
Sands Capital Technology Innovators Fund stated the following regarding Intel Corporation (NASDAQ:INTC) in its Q2 2026 investor letter:
"Advanced Micro Devices, Arm Holdings, and Intel Corporation (NASDAQ:INTC) increased the portfolio's exposure to rising CPU demand driven by agentic AI. While GPUs remain central to training and token generation, CPUs are increasingly important for scheduling, memory management, tool execution, and the orchestration of agentic workflows. As AI workloads evolve toward inference, agentic workflows, and more complex data center architectures, we believe the need to coordinate, feed, and manage accelerated compute could drive stronger CPU demand than investors previously expected. AMD and Arm provide exposure to supplier diversity, open standards, and more efficient compute architectures, while Intel adds exposure to server CPUs and potential foundry optionality as customers seek additional sources of advanced manufacturing supply. While execution risk remains meaningful, particularly for Intel, we believe these businesses provide differentiate

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for AI infrastructure. Information technology led the advance, with semiconductor and hardware companies accounting for most of the index's rise. The fund returned 26.9% (net) in the second quarter of 2026. The portfolio benefited from strong gains across memory, software infrastructure, cybersecurity, and other AI-related holdings, although its concentrated exposure to mega-cap chip designers and manufacturers weighed on relative performance as leadership broadened into CPUs, networking, and memory. Vertical software, internet, and financial holdings were modest detractors amid macro concerns and uncertainty over AI disruption. The fund remains focused on critical AI bottlenecks, including compute, memory, manufacturing, networking, and power, while retaining selected businesses that may use AI to strengthen their competitive positions. You can check the fund's top five holdings to learn more about its leading investment ideas for the year.
In its second-quarter 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Advanced Micro Devices, Inc. (NASDAQ:AMD) as a newly added position. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a leading semiconductor company that designs and manufactures AI accelerators, microprocessors, and graphics processing units, which contributed to the fund's performance in the quarter. On August 7, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) closed at $483.36 per share. One-month return of Advanced Micro Devices, Inc. (NASDAQ:AMD) was -14.80% and its shares gained 178.94% over the past 52 weeks. Advanced Micro Devices, Inc. (NASDAQ:AMD) has a market capitalization of about $789.07 billion.
Sands Capital Technology Innovators Fund stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its Q2 2026 investor letter:
"Advanced Micro Devices, Inc. (NASDAQ:AMD), Arm Holdings, and Intel increased the portfolio's exposure to rising CPU demand driven by agentic AI. While GPUs remain central to training and token generation, CPUs are increasingly important for scheduling, memory management, tool execution, and the orchestration of agentic workflows. As AI workloads evolve toward inference, agentic workflows, and more complex data center architectures, we believe the need to coordinate, feed, and manage accelerated compute could drive stronger CPU demand than investors previously expected. AMD and Arm provide exposure to supplier diversity, open standards, and more efficient compute architectures, while Intel adds exposure to server CPUs and potential foundry optionality as customers seek additional sources

Brown Advisory, an investment management company, released its "Brown Advisory Global Leaders Strategy" for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory's Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, which returned 14.9%. The relative weakness was driven mainly by underexposure to semiconductors and technology hardware, while software, cloud services, and financial holdings also weighed on performance. The strategy benefited from holdings in areas tied to AI infrastructure, with semiconductor exposure and AI-related investments gaining from strong demand. Looking ahead, Brown Advisory sees an attractive environment for active stock-picking, with its ready-to-buy list at its highest level since the COVID-19 period and an estimated 12%-13% average five-year base-case IRR, while maintaining a focus on quality, valuation discipline, and long-term cash-flow generation. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Brown Advisory Global Leaders Strategy Fund highlighted stocks like NVIDIA Corporation (NASDAQ:NVDA). NVIDIA Corporation (NASDAQ:NVDA) is a semiconductor company that develops GPUs and computing platforms powering artificial intelligence, data centers, and high-performance computing. The one-month return of NVIDIA Corporation (NASDAQ:NVDA) was 10.04% while its shares traded between $164.07 and $236.54 over the last 52 weeks. On August 7, 2026, NVIDIA Corporation (NASDAQ:NVDA) stock closed at approximately $218.99 per share, with a market capitalization of about $5.42 trillion.
Brown Advisory Global Leaders Strategy Fund stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its Q2 2026 investor letter:
We initiated a position in Nvidia (NASDAQ:NVDA) in June. Over the last four years, Nvidia has positioned itself as the leader across all parts of the technical component layer within the AI technology stack, including AI silicon, networking, cooling and total rack systems. Meanwhile, it has invested heavily in seeding an AI ecosystem based on Nvidia technology within the application, model and cloud compute layers, helping to drive usage of its infrastructure products. Nvidia has reshaped its business from consumer and professional GPU cyclicality toward data-centre infrastructure platform economics. This has resulted in market expansion far beyond our original base case estimates. As part of our ongoing ***** ysis of semiconductor end market demand across the entire value chain, we observed that every part of the technical infrastructure around Nvidia including optical networking demand, lasers, CPUs, TSMC's capex plans, wafer fab equipment demand, and the contract manufacturers ***** embling Nvidia's racks all implied that demand for Nvidia equipment remains very robust and likely underesti

Nvidia (NVDA) just extended its grip on artificial intelligence (AI) computing with plans to go where no chipmaker has gone before: orbit. On Aug. 4, **** eX (SPCX) and Nvidia announced they are partnering to design the compute payload for the Starmind AI1 satellite, which will run heavy AI workloads from **** e using Nvidia's newest hardware. The plan is not a one-off. **** eX has outlined a long-term vision that could eventually scale to as many 1 million AI satellites. Together, these satellites would work as one giant data center circling the Earth.
Even more than the spectacle, what stands out for Nvidia is the commitment behind this partnership. **** eX CEO Elon Musk said bluntly that the company has agreed to exclusively use Nvidia GPUs because "the Vera Rubin architecture is the best architecture." That is about as strong an endorsement as it gets, especially because it comes from the one customer with every reason to build his own chips or look for alternatives.
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#nvda

Advanced Micro Devices (NASDAQ:AMD) is trying to solve two problems at once: proving its AI hardware can keep growing as fast as Street expects, and making a case for why that growth alone should justify the stock's price. On August 6, AMD confirmed a deal to buy Taalas, a Toronto-based startup building specialized silicon for AI inference, a move aimed squarely at the first problem even as the second has been driving the stock's swings all week.
Taalas, founded in 2023, has built technology that optimizes how data moves during AI inference, cutting the compute and memory bottlenecks that slow general-purpose chip designs. AMD plans to fold that technology into its accelerator roadmap and pair it with AMD Instinct GPUs, adding another layer to a platform that already spans Helios rackscale systems, EPYC CPUs and the ROCm software stack. The deal, still subject to regulatory approval, also extends AMD's long-standing presence in Canada, where the company says it intends to keep growing its engineering talent base.
The underlying business backs that ambition up. Second-quarter revenue hit a record $11.5 billion, up 50% year-over-year, with data center revenue alone climbing 107% to $6.7 billion. Adjusted EPS jumped 246% to $1.66, and operating margin improved to 17% from a 2% loss a year earlier. AMD has picked up customers once seen as Nvidia territory, including Oracle, Microsoft and OpenAI, and CEO Lisa Su says AMD has lined up 6 gigawatts of committed capacity apiece from OpenAI and Meta Platforms for its new MI450 chips and Helios racks. Su has pegged the AI data center chip market at $1.4 trillion annually by 2030 and forecasts that AMD's own data center sales will roughly double once more in 2027.
Despite that quarter, AMD shares fell, and the simplest explanation is that much of the good news was already baked into the price. The stock trades at nearly 70 times forward earnings, a multiple that ******* umes years of growth are already locked in. Some of AMD's headline growth rate is also flattered by an easy comparison: a US government ban on chip sales to China in April 2025 depressed AMD's results a year ago, making this year's percentage gain look larger than the underlying quarter-over-quarter trend, which came in at 16%.
Hedge fund ownership of AMD ticked up from 132 funds in the prior quarter to 134 in the most recent one, a modest increase suggesting institutional interest is holding steady rather than swinging hard either way. Short interest is low at 2.45% of float, showing little organized betting against the stock. Even so, AMD carries a forward price-to-earnings ratio of 65.36 as of August 7, a rich multiple that leaves the stock priced for the growth story to keep delivering rather than for any near-term stumble.

#data #year #price #center

Advanced Micro Devices, Inc. (NASDAQ:AMD) just announced an acquisition that could give major competition to NVIDIA Corporation (NASDAQ:NVDA) in AI-inference. On August 6, AMD said it has agreed to buy chip startup Taalas as specialized inference chips become a critical area of focus for semiconductor makers. The financial terms of the deal have not been disclosed.
The company plans to integrate Taalas' technology into its accelerator roadmap and develop system-level solutions combining it with AMD Instinct graphics processing units (GPUs).
"AMD is building a full-stack AI platform that gives customers ‌the ⁠flexibility to deploy the right compute solutions for every AI workload," Vamsi Boppana, senior vice president of AMD's Artificial Intelligence Group, said in a statement.
The acquisition strengthens AMD's AI portfolio by offering it differentiated inference performance and efficiency. The move also highlights the rising importance for leading GPU makers to offer integrated systems with several different components and chips rather than standalone processors.
The acquisition itself follows a string of smaller inference-focused deals made by AMD. Back in November, the company acquired MK1, an AI software startup ⁠specializing in high-speed inference. It also acquired MEXT in June and added FastFlowLM to its artificial intelligence group in July. Together, these moves may strengthen AMD's AI inference capabilities to compete with giants such as Nvidia.

#taalas

Nokia (NYSE:NOK) has spent the past year rebuilding its story around AI, and earlier on July 14, it added another data point. The company signed a 5G expansion agreement with Taiwan Mobile to deploy its AirScale portfolio and AI-driven software across the carrier's network, part of a broader push toward what Nokia calls AI-native mobile infrastructure. The deal lands alongside a wave of insider stock purchases and a deepening Nvidia partnership, all pointing toward the same bet: that AI traffic is about to overwhelm the networks carrying it, and Nokia wants to be the company that fixes that.
The Taiwan Mobile agreement is built around four distinct AI applications rather than a single upgrade. Nokia's AI for Network software, including its Predictive Hardware ****** ytics service and MantaRay SON self-organizing network tool, automates operations and enables closed-loop network ****** urance in real time. Separately, next-generation baseband and radio hardware increases capacity and uplink performance specifically to handle AI-driven traffic, while AI-powered energy management helps Taiwan Mobile hit its sustainability targets, and AI-enabled self-healing capabilities strengthen resilience during outages. Taken together, the deployment sets up support for 5G-Advanced features like network slicing and RedCap.
That kind of upgrade is becoming urgent rather than optional. Generative AI traffic is already driving more than twice as much uplink data as ordinary mobile use, according to Aetha Consulting, and total network load could grow by as much as 10x current levels. Nokia has been building toward this since last October, when it began developing sixth-generation RAN technology, and in June it launched the industry's first commercial AI-RAN platform, offering 20% higher spectral efficiency than existing systems. Management expects that figure to reach 50% next year and 100% by 2028. The 6G equipment market alone is projected to exceed $50 billion by the first half of the 2030s, growing more than 20% annually, a meaningful expansion opportunity for a company that generated roughly $23 billion in revenue last year.
Nokia is not building this alone. Nvidia Corporation (NASDAQ:NVDA) committed a $1 billion equity investment at $6.01 per share back in October 2025, and Nokia's AI-RAN base stations now run on Nvidia GPUs, with Grace CPU Superchips handling higher-layer processing in Cloud RAN deployments. T-Mobile (NASDAQ:TMUS) has agreed to trial the designs starting in 2026. Dell Technologies (NYSE:DELL) is involved too, supplying PowerEdge servers for the computing backbone, fresh off a quarter where its AI server business grew 757% year over year.

#nokia #taiwan

Is IREN a good stock to buy? We came across a bullish thesis on IREN Limited on Compounding Your Wealth's Substack by Sergey. In this article, we will summarize the bulls' thesis on IREN. IREN Limited's share was trading at $37.93 as of August 6th 2026. IREN's trailing and forward P/E were 47.82 and 136.99 respectively according to Yahoo Finance.
Photo from Oracle website
IREN Limited is shifting away from Bitcoin mining and building itself into a cloud computing company for artificial intelligence. This means securing power, building data centers, installing GPUs (the chips that power AI), and delivering computing capacity to customers. Its fastest growing business is AI Cloud, and that is now the real story behind the stock. Compared to companies like CoreWeave or Nebius, IREN is less about software and more about physical execution — securing land and power, building and connecting data centers, and getting them ready for customers.
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential

#building #power #securing

The artificial intelligence (AI) memory supercycle has transformed semiconductor investing, fueled by explosive demand for high-bandwidth memory (HBM) and advanced DRAM to power hyperscalers' training clusters, inference deployments, and data center expansion.
Surging demand for graphics processing units (GPUs) and expanding agentic AI workloads are tightening memory chip supply -- driving higher average selling prices and record profits for manufacturers.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Micron Technology (NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have emerged as two popular plays in the AI memory boom. As of Aug. 6, Micron stock has gained roughly 715% over the past year and about 212% year-to-date. Sandisk has posted even more dramatic gains, nearing 3,000% returns over the last 12 months and roughly 439% so far in 2026.
With that said, I think a stronger opportunity may be hiding in plain sight with South Korean rival SK Hynix (NASDAQ: SKHY). Let's dig into why.

#signal

On August 7, Google Cloud switched on Google Security Operations in its new Taiwan Region, giving local banks, hospitals and chipmakers an AI-powered defense platform they can run without sending sensitive data offshore. It's a small announcement next to Alphabet's (NASDAQ:GOOGL) roughly $4.6 trillion market value, but it captures why investors are paying attention. Alphabet keeps turning AI into products regulated industries will pay to run on their own terms, and that pattern shows up across the business.
The Taiwan launch fits a broader push. Google Cloud revenue jumped 82% to $24.8 billion last quarter, and the segment's operating margin climbed from 20.7% to 35.6% over the same stretch, proof that scale is finally showing up in profit, not just growth. Part of that strength comes from a business model that doesn't depend on who wins the AI race. Anthropic pays Google Cloud for computing power even while competing against Alphabet's own models, and that kind of recurring usage revenue keeps flowing regardless of which lab's chatbot wins.
Alphabet is also pushing further into chips. The company recently began selling its custom Tensor Processing Units directly to outside customers for use in external data centers, a direct challenge to Nvidia's grip on the roughly $300 billion AI accelerator market. D.A. Davidson's Gil Luria has floated Alphabet capturing 20% of AI infrastructure spending, which would value the chip business near $900 billion, while Morgan Stanley expects custom silicon to reach 24% of accelerator sales by 2030, up from 15% today. The Taiwan security launch shows that same platform reach extending into compliance-heavy sectors like finance and healthcare, widening the base of customers Alphabet can sell to.
None of this comes cheap. Alphabet raised its 2026 capital expenditure guidance to a range of $195 billion to $205 billion, and quarterly capex has climbed for five straight quarters, doubling year-over-year to $44.9 billion last quarter. That spending eventually shows up as depreciation, a charge that grows every year and has to be outrun by profit growth.
The headline numbers also need a closer look. Net income nearly quadrupled to $112.1 billion last quarter, but $6.26 of the $9.11 in EPS came from a $99 billion gain on equity securities that is mostly unrealized. Strip that out and underlying earnings were closer to $2.85 per share, which puts the stock nearer 28x forward earnings than the 19x headline multiple suggests. On the chip side, Nvidia's CUDA software remains a deep moat, since switching a team's pipelines off it is expensive, and TPUs are built for narrower workloads than general-purpose GPUs.

#Google

Emerald Wealth Partners, an independent ******* et and wealth management firm based in Zurich, released its Q2 2026 investor letter for the "Focused Equity Strategy." A copy of the letter can be downloaded here. The Strategy reported a 0.8% gross return for the second quarter of 2026. Equity markets rallied after the first quarter's Iran shock faded and oil prices reversed their spike, but the advance remained narrow and concentrated in cyclical semiconductor and memory stocks benefiting from supply constraints. The letter warned that investors were treating peak-cycle earnings as durable, while FOMO, IPO demand, and a US cyclically adjusted P/E ratio near 40 pointed to late-cycle market behavior. Long-term fundamentals are currently undervalued by the market, leading to underperformance in the strategy, notably due to the portfolio's avoidance of low-quality momentum-driven semiconductor stocks, which boosted the benchmark this quarter. It remains focused on enterprise infrastructure, digital platforms, custom silicon, and networking businesses that hold customer relationships, workflow data, distribution, and efficiency advantages, which could allow them to monetize AI rather than be displaced by it. Please review the Strategy's top five holdings for its key selections.
In its second-quarter 2026 investor letter, Emerald Wealth Partners Focused Equity Strategy highlighted Broadcom Inc. (NASDAQ:AVGO). Broadcom Inc. (NASDAQ:AVGO), a leading American company that designs and develops various semiconductor devices and infrastructure software solutions, contributed 64 bps to the strategy's performance during the quarter. On August 4, 2026, Broadcom Inc. (NASDAQ:AVGO) closed at $418.16 per share. One-month return of Broadcom Inc. (NASDAQ:AVGO) was 7.58% and its shares gained 38.62% over the past 52 weeks. Broadcom Inc. (NASDAQ:AVGO) has a market capitalization of $1.99 trillion.
Emerald Wealth Partners Focused Equity Strategy stated the following regarding Broadcom Inc. (NASDAQ:AVGO) in its Q2 2026 investor letter:
"Broadcom Inc. (NASDAQ:AVGO) added 64 bps, its 22.3% share price climb helped by the news OpenAI has selected the company to design its custom inference chip. Broadcom is the dominant designer of custom AI silicon: it has long co-designed Google's Tensor Processing Units, which power Gemini and some of Anthropic's inference capacity through Google Cloud. Few companies possess the engineering depth to develop bespoke accelerators at hyperscale. AI spending is shifting from training models to running them, where custom chips deliver materially better performance per watt and a lower cost per token than Nvidia's general purpose GPUs. Under Hock Tan, one of the industry's ablest capital allocators, the company has ******* embled two further pillars that sit at the center of the AI buildout: It dominates the Ethernet switching silicon that interconnects AI clusters — content that grows with cluster size, whether those clusters run on Nvidia

AMD (AMD) stock is getting hammered today after reporting a very strong second quarter and outlook late Tuesday.
The reaction begs the question: Is Wall Street missing something? It sure looks like it!
Here are the stats to know about AMD's quarter, with help from Yahoo Finance AlphaSpace.
Impressive outlook: AMD projects second-half 2026 server CPU revenue to grow 80% year over year and 70% in 2027. It expects data center revenues to more than double in 2027, with AI GPUs growing well over 100%.
Strong momentum: Data Center sales up 16% sequentially, Data Center operating margins up three percentage points sequentially, and on-GAAP operating margins up two percentage points sequentially.

#data #center #year