AI Infrastructure Expansion and Big Tech Rally: Mixed Fortunes for Oracle, Meta, and TSMC

테크주 | Tue Jul 14 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 sources

Meta expanded its data center investment to $50 billion and TSMC posted 68% revenue growth, while Oracle declined on OpenAI-related risks.

Analysis

[Meta] expanded Louisiana Hyperion data center to $50 billion scale ^[8][9]

• 5GW AI data center
• Increased from $27 billion to $50 billion
• Joint venture with Blue Owl Capital
• 20-year sales tax exemption from Louisiana
• Stock rose 15% last week on AI infrastructure monetization signals

[TSMC] reported June revenue surging 68% year-over-year ^[10]

• June revenue of NT$442.68 billion
• H1 2026 revenue of NT$2.4 trillion (up 35.6%)
• Exceeded upper Q2 guidance of $40.2 billion
• N3 process fully sold out
• 2026 AI chip revenue forecast at $40 billion

[Oracle] plunged 6% on OpenAI risk and credit rating downgrade ^[6][7]

• S&P Global downgraded credit rating from BBB to BBB-
• OpenAI accounts for roughly half of remaining performance obligations
• Apple's OpenAI lawsuit triggered additional uncertainty
• 5-year
• $300 billion OpenAI contract
• Rising CDS premiums

[IBM] unveiled major updates to Bob AI platform amid IBM Z revenue surge ^[3][6]

• IBM Z revenue up 51% year-over-year
• Hybrid cloud revenue grew 13%
• Infrastructure segment revenue of $3.3 billion (up 15%)
• Mainframe specialized in real-time AI inference
• Processes over 1 million transactions per second

[Nvidia] saw continued Wall Street price target upgrades despite sideways trading ^[4][5]

• Top AI holding at D. E. Shaw hedge fund
• Analyst price target upgrades
• Put-selling option strategy highlighted
• Maintained AI GPU market dominance

[Micron·Credo Technology] emerged as AI infrastructure beneficiaries with expanding analyst buy ratings ^[1][2]

• Micron seen with further upside despite large rally
• Credo Technology leading AI connectivity in copper and optical networking
• Data center networking market expansion
• Beneficiary of expanding AI memory demand

[Jim Cramer] emphasized tech stocks remain the market's best hunting ground for winners ^[8]

• Big Tech holds overwhelming potential compared to other sectors
• Meta surged 15% on AI infrastructure monetization announcement
• Alphabet's potential Waymo spinoff drawing attention
• Superior catalyst generation compared to consumer stocks like PepsiCo

Sources

• [1] Why Credo Technology (NASDAQ:CRDO) Is Emerging as a Leading AI Connectivity Play Across Copper and Optical Networking - Yahoo Finance
• [2] Why Analysts Still See Big Upside for Micron Stock After Its Massive Rally - Yahoo Finance
• [3] IBM Just Unveiled Major Updates to Its Bob AI Platform. How to Play IBM Stock Here. - Yahoo Finance
• [4] Nvidia Stock Has Been Flat, But NVDA Price Targets are Higher - Shorting Puts Works - Yahoo Finance
• [5] NVIDIA Corporation (NVDA) Is A Top AI Stock In D. E. Shaw’s Holdings - Yahoo Finance
• [6] Oracle vs. IBM: Which Cloud Computing Stock Is the Better Buy? - The Motley Fool
• [7] Here's Why Oracle Stock Slumped Today - The Motley Fool
• [8] Jim Cramer says tech remains the market's best place to find big winners despite recent struggles - CNBC World Markets
• [9] Meta's Louisiana data center investment to reach $50 billion, aided by generous tax incentives - CNBC World Markets
• [10] TSMC, the world's largest contract chipmaker, reports 68% surge in June revenue - CNBC World Markets