Wall Street tech analyst explains why investors should look past Samsung selloff
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- Wall St falls as tech earnings spark AI spending worries and oil hits $100
- Intel jumps 10% after AI-fueled quarter crushes estimates, upbeat outlook
- Google increases capex forecast again after cloud-driven quarterly beat
- As Musk pivots beyond cars, Tesla’s autos engine is under strain
- RTX stock jumps as company lifts guidance after Q2 beat
2 Asian CPU stocks to buy as AI boom continues: Mizuho
July 8, 2026 3:00 PM EDTIn a note to clients this week, Mizuho raised its server CPU shipment forecasts significantly, identifying two names it sees as key beneficiaries of surging artificial intelligence infrastructure demand, while warning that DRAM supply constraints could become a critical bottleneck through 2027.
Taiwan Semi (NYSE: TSM) and Ibiden are the stocks in... More

