WS #10801
Samsung reportedly preparing ~$650B investment in AI data centers and memory, with analysts bullish on MU, SNDK, STX, WDC as AI infrastructure supercycle drives durable demand. Tech rout continues with NVDA -1.6%, QQQ -1.4%, Oracle worst week since 2001, but AAPL +3.1% and TSLA +1.2% show divergence within MAG7.
Memory/AI Infrastructure Supercycle
Samsung reportedly preparing ~$650B investment in AI data centers and memory, with analysts bullish on MU, SNDK, STX, WDC as AI infrastructure supercycle drives durable demand.
Tech rout continues with NVDA -1.6%, QQQ -1.4%, Oracle worst week since 2001, but AAPL +3.1% and TSLA +1.2% show divergence within MAG7.