Tech analyst calls valuation in this big chip stock a rare “gift” for investors
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Investing.com -- Rising artificial intelligence spending across Big Tech is sharpening investor focus on the companies supplying the core infrastructure behind the buildout, with one semiconductor name emerging as a clear beneficiary of surging data-center capex. Google parent Alphabet (NASDAQ:GOOGL) is among a group of technology giants sharply lifting investment to expand AI-focused data centers. Much of that spending is going into servers, compute power and networking — areas closely tied to
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Investing.com -- Rising artificial intelligence spending across Big Tech is sharpening investor focus on the companies supplying the core infrastructure behind the buildout, with one semiconductor name emerging as a clear beneficiary of surging data-center capex. Google parent Alphabet (NASDAQ:GOOGL) is among a group of technology giants sharply lifting investment to expand AI-focused data centers. Much of that spending is going into servers, compute power and networking — areas closely tied to