Semiconductor and Big Tech Stock Trends Amid AI Infrastructure Boom

테크주 | Mon Jun 29 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 sources

AI infrastructure beneficiaries like Micron, Broadcom, and CoreWeave surged while big tech names Alphabet and Meta saw corrections.

Analysis

[Micron Technology] became one of the most profitable companies in the US amid surging AI memory demand ^[1][5]

• Quarterly revenue surpassed $41 billion
• Net income jumped from $1.8 billion to $28 billion
• Profitability second only to Nvidia and Google
• Persistent supply shortages in HBM
• DRAM
• and NAND

[Broadcom · OpenAI] jointly unveiled the new Jalapeño AI chip ^[2][6]

• Custom AI accelerator for OpenAI
• AVGO shares up 556% from late 2022
• Data center infrastructure investment totaling $725 billion
• 20% correction from recent high

[CoreWeave] expanded its AI data center infrastructure business with Nvidia backing ^[7]

• Revenue backlog of $99.4 billion
• up 284% YoY
• Secured 10 customers with commitments over $1 billion
• Contracted power capacity of 3.5GW
• targeting 8GW by 2030
• Q1 revenue of $2.1 billion
• up 112%

[OpenAI] considered delaying IPO to next year to target $1 trillion valuation ^[3]

• March funding round of $122 billion at $852 billion valuation
• Approximately $13 billion investment from Microsoft
• Confidential IPO filing submitted to SEC
• Referencing SpaceX post-listing share price decline

[Alphabet] saw shares correct 15% from May high despite strengthening AI competitiveness ^[4][6][9]

• Google Cloud revenue grew 63% YoY
• Total revenue up 22%
• Gemini chatbot expanding market share
• Waymo autonomous driving business expansion

[Meta Platforms] saw shares decline after announcing $145 billion AI capex expansion ^[6][8][10]

• 2026 capex of up to $145 billion
• Launched Muse Spark AI model
• Q1 revenue of $56.3 billion
• up 33%
• Down 30% from August high last year

Sources

• [1] Micron is about to be more profitable than any U.S. company except Nvidia and Google - MarketWatch Top Stories
• [2] Broadcom and OpenAI Just Unveiled the New Jalapeño AI Chip. What That Means for AVGO Stock. - Yahoo Finance
• [3] OpenAI Reportedly Considers Delaying Its IPO. Should You Worry About AI Stocks? - The Motley Fool
• [4] 3 Artificial Intelligence Stocks You Can Buy and Hold for the Next Decade - The Motley Fool
• [5] Is Micron Stock the New Nvidia? - The Motley Fool
• [6] Alphabet Pulled Back Hard. Here Are My Top 3 Megacaps to Buy on the Dip. - The Motley Fool
• [7] This Nvidia-Backed Artificial Intelligence (AI) Infrastructure Stock Has Multibagger Potential. It Is Trading at an Incredibly Attractive Valuation Right Now - The Motley Fool
• [8] Meta Platforms vs. Snap: Comparing Revenue Scale and Recent Trajectories - The Motley Fool
• [9] Alphabet burnishes one of its best weapons in the battle for AI supremacy - CNBC World Markets
• [10] Meta's flurry of AI initiatives this month hasn't helped lift the stock. What will? - CNBC World Markets