Certainly, there are winners and also-rans in the hyper-competitive world of artificial intelligence (AI) chips. ...

人工智能芯片行业动态 - 视频讨论了可能影响英伟达（NVDA +0.91%）、亚马逊（AMZN +0.26%）及其他人工智能股票的最新动态 [1] - 视频探讨了新一代人工智能芯片的出现是否会导致现有芯片过时的问题 [1] 相关公司股价信息 - 所使用的英伟达股票价格为2026年1月6日盘后价格 [1] - 所使用的亚马逊股票价格为2026年1月6日盘后价格 [1] - 相关视频发布于2026年1月6日 [1]

A long-term time horizon can be your greatest advantage when investing in AI stocks.For three consecutive years, the S&P 500 (^GSPC +0.02%) has grown faster than average corporate earnings, with the index gaining 16.4% in 2025, 23.3% in 2024, and 24.2% in 2023.Based on metrics like its price-to-earnings (P/E) ratio and forward P/E, the S&P 500 is trading at a bit of a premium. The index's forward P/E of 22.1 tops both its five-year moving average of 21.15 and its 10-year moving average of 20.3.But the S&P 5 ...

AI基础设施投资与建设 - 所有AI项目均需要相同的基础设施支持 包括运行设备的电力、连接互联网的通信、精密的温控系统、尖端AI芯片的计算机以及机架、线缆、传感器和专用建筑 [1] - 大量资金正投向构建AI高效运行所需的基础设施 例如Meta的Prometheus数据中心超级集群项目预计2026年上线 微软在威斯康星州建造的全球最强AI数据中心也计划在2026年初启用 阿联酋的Stargate项目同样预计在2026年启动 [2] - 2026年AI支出预计将继续增长 高德纳预测 2025年近1.5万亿美元的AI支出将在来年突破2万亿美元大关 [3] 潜在受益者与市场表现 - 真正的赢家可能并非大型科技公司 而是那些为它们提供支持的幕后供应商、建筑商和利基服务提供商 这些公司有望从刚刚开始的AI超级周期中获益 [4] - 回顾过去一年 部分全球最大公司已成为AI革命的大赢家 例如Alphabet股价上涨59% 市值增加近1.5万亿美元 Nvidia股价上涨约25% 成为全球市值最高的股票 而OpenAI的营利性子公司在不久的将来可能进行首次公开募股 估值高达1万亿美元 [5] - 相比之下 一些知名AI应用科技公司近期表现相对温和 过去一年微软上涨约12% 亚马逊上涨6% Meta仅上涨5% [7] 历史经验与行业动态 - 历史表明 承担新技术高昂前期实施成本的公司并不总是最终受益者 例如互联网早期 许多公司投入数万亿美元铺设光纤、建立无线网络和连接服务器节点 但其中许多已不复存在 即便存活下来的公司 如AT&T和Verizon 也大多错过了它们所奠定的基础为其他公司创造的巨大财富 [8] - 如今 微软、Meta和亚马逊等公司的成功得益于抓住了互联网机遇 现在它们正将资源投入新一代AI领导者 并不惜一切代价投资未来 [9] - 充分发挥AI潜力所需的基础设施建设可能需要数年时间才能完成 [6] 未来展望与投资趋势 - 尽管AI超级周期刚刚开始 但相关股票走势不会一帆风顺 市场将经历起伏波动 [10] - 从过去的类似大趋势来看 长期而言 那些最擅长提供实现科技企业家梦想所需必要条件的公司取得了巨大成功 部分公司建立了满足持续更换和升级需求的业务 产生了确保其未来财务安全的经常性收入 [11] - 2026年AI投资预计将激增超过5000亿美元 [13]

Taiwan Semiconductor Manufacturing is the dominant AI chip manufacturer. Intel won't challenge it any time soon, according to J.P. ...

Nvidia ( NASDAQ:NVDA ) has maintained a long head start in artificial intelligence (AI) chips, rapidly advancing to the forefront and solidifying its dominance as the primary driver of the AI revolution. ...

Key Points Newmont crushed the S&P 500 in 2025 thanks to rising gold prices, but it has still underperformed the benchmark over the past five years. Investors may do better by putting their cash in Micron, perhaps the most undervalued AI stock in the entire stock market. A bargain-basement valuation combined with substantial revenue acceleration for its Cloud Memory Business Unit make Micron a strong buy at current levels. 10 stocks we like better than Micron Technology › Newmont (NYSE: NEM) is t ...

One player is perfectly positioned to benefit from the next stage of growth.Artificial intelligence (AI) stocks propelled the stock market to gains over the past three years, and this momentum may be far from over. This is because the AI story isn't a flash in the pan. Instead, the technology, with the promise of revolutionizing how many things are done, is well-positioned to generate long-term growth for companies that develop and use it.The AI market, valued at about $300 billion today, is on track to rea ...

The semiconductor bellwether's stock recently got a massive upgrade, pointing toward better times ahead.The past year was rewarding for ASML (ASML +1.26%) investors as shares of the semiconductor equipment supplier shot up 73%. Investors have been buying the Dutch giant's stock hand over fist of late as its order book swelled to meet the fast-growing demand for its advanced chipmaking equipment that's used for making artificial intelligence (AI) chips.Investors may now be wondering if it is a good idea to b ...

US stocks diverged on Wednesday as investors absorbed a promised deal to send Venezuelan oil to the US and digested fresh jobs data leading into the all-important monthly report. The tech-heavy Nasdaq Composite (^IXIC) led gains, rising around 0.5%. The S&P 500 (^GSPC) gained roughly 0.2%, looking for its second consecutive record-high close. The Dow Jones Industrial Average (^DJI) fell about 0.4%, pulling back slightly from its latest record with a break above the 50,000 level still in sight. Wall Stre ...