AI Infrastructure briefings
Every daily AI Infrastructure briefing StratDeck has published: what changed in the AI trade, and why it mattered, newest first.
- Semicap stocks broke out broadly, led by Teradyne and Amkor, while Amazon signed a multi-year billion-dollar IP deal with Synopsys for AI chip design.
- Semicap and networking stocks surge broadly, led by Synopsys and Coherent
- HPE raises its networking growth outlook and books a $1.2 billion AI order from Vultr, plus a separate $1.2 billion AI chip deal with AMD, sending shares up nearly 4%.
- AMD spends $8.2 billion to acquire AI talent, including a prominent AI researcher
- Broad sell-off hits chip and networking names despite no negative company news
- UBS flags a $35 billion problem for CoreWeave.
- Nscale raises $3.36 billion in convertible financing ahead of a planned US IPO reportedly targeting $35 billion in value
- Anthropic signs $11 billion infrastructure deal with Akamai while Oracle hits a snag in New Mexico and faces questions on its giant Project Jupiter buildout
- CoreWeave closes $4.2 billion convertible notes deal, 40% larger than initially proposed
- TSMC's capital spending jumped sharply in a single quarter, up 42% from the prior quarter to $15.59 billion.
- CoreWeave launches $1.1 billion junk-bond sale tied to a data center project
- Nvidia's Huang says chip sales will double next year, waves off slowdown talk.
- UBS raises its AI capex forecast to nearly $1 trillion this year and about $1.4 trillion by 2027
- Memory chip makers surge as Micron warns of shortages running through 2027
- Intel jumps 8% on reported SK Hynix talks, dragging compute and memory names higher across the board.
- AWS tells clients to abandon Middle East data centers after Iranian strikes left facilities inaccessible for six months
- Semicap strength collapsed from 100% to 33% in a week, with Applied Materials, Onto Innovation, and KLA all crossing below their 200 EMA.
- AI infrastructure sector strength dropped sharply, with networking, power, and dc-infrastructure the weakest links.
- A broad, sharp sell-off hit AI infrastructure names across every subsector despite the group's underlying breadth still improving on the week.
- Broadcom crossed below its 200 EMA today, the only compute-group name to break down technically.
- Networking breadth cracked from 100% to 62% above the 200 EMA even as Corning, Coherent and Ciena rallied on a Verizon deal, while Astera Labs sank 6.9%.
- Memory names rip higher on supply-shortage warnings, with Sandisk, Micron and Western Digital all posting outsized gains and memory breadth holding at 100% above the 200 EMA.
- Memory and semicap stocks led a broad-based rally, with semicap now at 100% of names above their 200 EMA.
- Breadth in the AI infrastructure trade deteriorated sharply this week, led by compute, semicap, networking and power.
- Networking and dc-infrastructure breadth collapsed while compute stayed strong, diverging within the AI trade.
- AI infrastructure breadth deteriorated sharply across nearly every sub-sector this week, with dc-infrastructure and power now firmly below 50% of names above their 200DMA.
- Compute breadth hit 100% above the 200DMA, up from 89% a week ago, led by Qualcomm's cross.
Daily market updates
Get the daily brief
Get an interesting stock pick, updates on the AI sector, information on the biggest movers of the day, and more, in the Monday to Saturday email.