Global X Funds Global X Artificial Intelligence & Tech ETF

Giga Computing Rolls Out BIOS Update to Support AMD EPYC 8005 CPUs

Jiangsu Secretary Meets AMD CEO: Deepen Cooperation and Increase Investment in Jiangsu

Investment bank Evercore ISI raises AMD's price target to $579

Citi Raises AMD Price Target to $460 on AI Demand Boom

Google and Blackstone Launch New AI Cloud Co. with $5B Investment, Sending Rivals Down Nearly 4%

World Investment Advisors Increases Broadcom Stake by 16.1% Amid Insider Selling

TSMC VP Tian Borun Purchases 2,000 Common Shares Worth Approximately $140k

Citi raises Micron Technology target price from $425 to $840

IBM, NVIDIA, and Samsung demonstrate storage 'black technology' supporting a 100-billion-scale vector database

TSMC VP Zhuang Zisou Sells 200k Shares for $13.97M

Foxconn to produce Nvidia's high-end SXM GPU modules in Vietnam

AMD's Su: AI Creates New CPU Positioning, Predicts 1:1 CPU-GPU Ratio by 2026

HSBC raises Nvidia target price from $295 to $325

Investor Gavin Baker says TSMC's conservative expansion strategy avoids a bubble in the AI industry.

Mizuho Raises AMD Price Target to $515 on Strong Server Demand

LSEG and Broadcom Sign Five-Year Agreement to Deepen VMware Cloud Partnership

SambaNova and Intel Expand Collaboration to Develop Heterogeneous Hardware Solution for Optimized AI Performance

Liquid cooling technology company Yixintong completes Series B+ financing amid surging demand for chip cooling

Abacus FCF Advisors Adds Nvidia Shares to Become Largest Holding

Amesite

InMed Pharmaceuticals

Meiwu Tech

Generation Income Properties

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

MetaVia

NextNRG

Phoenix Asia

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

Co-Diagnostics

ARTY

SOXL

BOTZ

ROBT

SOXX

The U.S. Senate is expected to advance an artificial intelligence framework this year, according to Odaily. Senate Majority Leader Thune indicated that the legislative body plans to move forward with this initiative.

CoinLive

ISHRS S&P Glb It

iShares Future AI & Tech ETF

Direxion Semicon Bull 3X

SPDR S&P Software

Global X Robotics & Artificial

Invesco AI and Next Gen Software ETF

iShares Expanded Tech Software Sector ETF

Invesco Semiconductors ETF

ROBO Global Robotics

FT Nasdq AI & Robotics

iShares Semiconductor ETF

VanEck Semiconductor ETF

SPDR S&P Semicon

U.S. Senate to Advance AI Framework This Year

SOXQ

NVDY

The ongoing Iran war poses new risks for the semiconductor sector, particularly for TSM and NVDA, as rising costs for essential inputs like gases and metals threaten profit margins. Despite strong AI demand, companies like VAT Group AG are already feeling the impact, with significant sales losses. Analysts warn that prolonged conflict could exacerbate cost pressures, although the AI boom continues to drive stock performance. Firms with diversified sourcing and pricing power may better withstand these challenges.

- The ongoing AI trade is boosting chip stocks, but the Iran war introduces new risks by potentially increasing input costs for semiconductor manufacturers.  
- Companies like Taiwan Semiconductor Manufacturing Company and Infineon Technologies have warned that rising prices for gases, metals, and energy could strain profit margins, even as AI demand remains robust.  
- While the AI boom currently sustains investor interest, prolonged conflict may lead to higher costs impacting earnings, particularly for firms lacking diversified sourcing and cost management strategies.

Tip Ranks

Taiwan Semiconductor

Invesco PHLX Semiconductor ETF

YieldMax NVDA Option Income Strategy ETF

Direxion Daily TSM Bull 2X Shares

Direxion Daily NVDA Bull 2X Shares

Leverage Shares 2X Long TSM Daily ETF

Global X AI Semiconductor & Quantum ETF

NVIDIA

Hon Hai Precision Industry Co., Ltd.

Infineon Technologies AG

NVIDIA Corporation

Iran War Puts AI Chip Rally to the Test as TSM, NVDA Face Rising Cost Risks

IFNNY

CLOU

The ongoing AI boom has led to a rally in tech stocks, but the Iran war is straining supply chains for chipmakers. Companies like TSMC and Infineon warn of rising costs and material shortages, particularly helium, due to geopolitical tensions. Analysts predict prolonged conflict could exacerbate supply chain issues and impact profitability. Despite these challenges, investor confidence in AI continues to drive stock performance.

- The ongoing Iran war is significantly impacting supply chains and profitability for companies in the semiconductor industry.  
- Key chipmaking materials like helium and precious metals are facing shortages and rising costs due to geopolitical tensions, with major players like TSMC and Foxconn acknowledging these challenges.  
- Analysts warn that the prolonged conflict could worsen financial pressures, although current investor confidence in AI is providing some cushioning for stock performance in the sector.

CNBC

Infineon Technologies

Global X Cloud Computing ETF

Advantest Corp.

Tech investors loved this earnings season — but the Iran war is piling pressure on the companies powering the AI boom

SRVR

Gartner forecasts worldwide AI spending to reach $2.59 trillion by 2026, a 47% increase year-over-year. The growth will be driven primarily by AI infrastructure, including AI-optimized servers, which are expected to triple in spending. Enterprises are anticipated to increase their use of AI models, with a projected 110% growth in model consumption. Despite current limited enterprise spending, 2026 is expected to mark a significant shift as organizations align AI initiatives with strategic business objectives.

Fidelity

Proshares Big Data Refiners ETF

Pacer Data & Infrastructure Real Estate ETF

iShares US Digital Infrastructure and Real Estate ETF

Spdr Select Tech

Franklin Exponential Data ETF

Global X Data Center & Dgtl Infrs ETF

Gartner

Gartner Forecasts Worldwide AI Spending to Grow 47% in 2026

ARKK

Here’s how you can get in on the action (smartly).

Ark Innovation ETF

Investing legend who called a major crash says the market may be in for a 'breathtaking' correction — but he's still buying AI stocks. Here's why

Elon Musk has expressed concern over a recent decision made by an Oakland judge regarding OpenAI. According to Jin10, Musk described the ruling as setting a 'dangerous precedent.' The specifics of the case and its implications for the AI industry remain a topic of discussion among experts and stakeholders.

OpenAI

AI TRENDS | Elon Musk: Oakland Judge's Ruling Sets a Dangerous Precedent

SOXS

The current AI bull market faces risks from both position size and narrative. Analyst Jon-Patrick Barnert notes that while the market rally is strong, it is crowded with long positions, and the reasons for shorting are unclear. Goldman Sachs' Risk Appetite Indicator suggests a potential pullback, as many sectors are overbought. Despite strong corporate profits and easing recession fears, the market's reliance on AI raises concerns about sustainability. A sudden negative catalyst could trigger significant declines, particularly in the semiconductor sector, highlighting the fragility of the current market dynamics.

Direxion Semicon Bear 3X

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Goldman Sachs

Nomura

Nomura Holdings, Inc.

S&P 500

Nasdaq

Invesco QQQ Trust

GS Hldg R

Who will end the AI bull market: position size or narrative?

Hut 8 (HUT) has signed a significant 15-year, US$9.8 billion lease for 352 MW of IT capacity at its Beacon Point AI campus in Texas, marking a strategic pivot towards AI infrastructure. The stock has surged 92.14% over the past 30 days, but analysts consider it overvalued at a closing price of $101.18 compared to a fair value estimate of $75.94. The company's future growth hinges on securing tenants for AI projects and managing Bitcoin-linked revenues. Investors are advised to weigh the potential AI upside against Bitcoin risks.

Simplywall

Hut 8 Mining

Hut 8 (HUT) Valuation Check After Landmark US$9.8b Beacon Point AI Lease And Pivot From Bitcoin

MRVL

BofA has raised price targets for major chip companies, including Nvidia, AMD, Marvell, Micron, and Coherent, with Micron's target nearly doubling to $950 due to AI-driven demand. The AI data center market is projected to reach $1.7 trillion by 2030, with significant contributions from AI accelerators. However, despite optimistic forecasts, chip stocks may face volatility risks, including bubble comparisons and geopolitical uncertainties that could lead to sudden shifts in market sentiment.

- Bank of America raised price targets for several companies, including Nvidia, AMD, Marvell, and Micron, with Micron's target nearly doubling to $950 due to AI-driven demand.  
- The AI data center market is forecasted to reach $1.7 trillion by 2030, largely driven by $1.2 trillion in spending on AI accelerators from hyperscalers.  
- Despite optimistic projections, chip stocks are under threat from bubble concerns, abrupt selloffs, and geopolitical uncertainties, indicating potential volatility.

Marvell Tech

Micron Tech

Coherent Corp.

KraneShares Artfcl Intllgnc and Tech ETF

GraniteShares 2x Long AMD Daily ETF

GraniteShares 2x Long MRVL Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

GraniteShares 2x Long NVDA Daily ETF

Direxion Daily AMD Bull 2X Shares

First Trust Nasdaq Food & Semicon

Bank of America

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

BofA boosts chip price targets as AI demand surges

560800

The AI-led market rally continues as investors overlook high interest rates and oil prices above $100. A summit between U.S. President Trump and China's Xi Jinping is underway, focusing on trade and geopolitical tensions, with low expectations from the talks. Asian markets, particularly South Korea and Japan, are thriving on AI-driven investments, while UK economic data is anticipated to reveal impacts from the ongoing Iran war. Key UK economic indicators, including GDP estimates and industrial output, are set to be released.

Global X Funds Global X Artificial Intelligence & Tech ETF(AIQ.US)