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ASML Just Raised Guidance Again — Is This the Strongest AI Stock Story Nobody’s Talking About?
24/7 Wall St.37d agoneutral
ASML Just Raised Guidance Again — Is This the Strongest AI Stock Story Nobody’s Talking About?

The AI investment boom has created a sharp divide between companies benefiting from long-term demand and those merely riding short-term enthusiasm. While many technology businesses continue spending hundreds of billions of dollars on AI infrastructure, investors have increasingly questioned whether those investments will eventually slow. Yet every quarter seems to produce another reminder that the ... ASML Just Raised Guidance Again — Is This the Strongest AI Stock Story Nobody’s Talking About?

How Meta Platforms (META) Is Strengthening Its AI Infrastructure With Custom Chips and Massive Computing Expansion
Insider Monkey37d agoneutral
How Meta Platforms (META) Is Strengthening Its AI Infrastructure With Custom Chips and Massive Computing Expansion

Meta Platforms, Inc. (NASDAQ:META) is one of the high-growth wide-moat stocks to buy. On July 9, Reuters reported that Meta plans to begin manufacturing its in-house AI chip, code-named Iris, in September. The company is working with Broadcom on design and Taiwan Semiconductor Manufacturing Company on production. Reuters also reported that Meta plans to deploy […]

Hyperscale and Enterprise AI Demand Bodes Well For Equinix (EQIX)
Insider Monkey37d agoneutral
Hyperscale and Enterprise AI Demand Bodes Well For Equinix (EQIX)

Equinix Inc. (NASDAQ:EQIX) is one of the 10 oversold NASDAQ stocks to invest in right now. On July 1, Barclays increased its target price for Equinix Inc. (NASDAQ:EQIX) from $1,109 to $1,130, which now yields an adjusted upside potential of over 13%. The firm retained an Equal Weight rating on the stock. Citing larger growth […]