Top hyperscalers set to boost 2026 AI spending by 70% to $600 billion. How to play the spending boom now
Tech investors told CNBC that they were watching 'pick-and-shovel' infrastructure stocks, derivative power plays and semiconductor names.
Last updated: 2026-02-13 00:04:30 ET
Tech investors told CNBC that they were watching 'pick-and-shovel' infrastructure stocks, derivative power plays and semiconductor names.
The semiconductor company beat consensus estimates, but shares plunged as CFO Mike Tate announced that he will be stepping down next month.
Contract manufacturer Taiwan Semiconductor Manufacturing Co. reported huge monthly sales growth numbers for January that analysts say points to robust...
Taiwan has told Washington that its proposal to move 40% of Taiwan's semiconductor supply chain is "impossible," according to Vice Premier Cheng Li-ch...
These are the stocks posting the largest moves in extended trading.
U.S. President Donald Trump's administration plans ​to spare firms such ‌as Amazon, Google and Microsoft ‌from upcoming tariffs on ...
In the partnership announced, Amazon Web Services will receive a long-term supply of advanced semiconductor chips and in return may acquire a stake o...
Vexlum, a manufacturer of advanced semiconductor lasers for high-impact applications, has announced it has secured €10 million in funding to scale i...
Arm Holdings, majority owned by SoftBank Group (TSE:9984), reported quarterly licensing revenue that did not reach analyst expectations. The shortfall...