Markets
Tech Leads Broad Rally as AI Infrastructure Spend Accelerates
Semiconductor and hyperscaler stocks extended gains as AI infrastructure spending continues to drive earnings beats across the sector.
Find the leaders before the crowd does
Markets
Semiconductor and hyperscaler stocks extended gains as AI infrastructure spending continues to drive earnings beats across the sector.
AlphaDog ONE — Backtested performance 1996–2025
This quarter's AlphaDog ONE QGARP picks. Up to 10 conviction-weighted large-cap names.
| Ticker | Company | QGARP Score | EPS Growth |
|---|---|---|---|
| ████ | ███████████ | ██/7 | +███% |
| ████ | ███████████ | ██/7 | +███% |
| ████ | ███████████ | ██/7 | +███% |
| ████ | ███████████ | ██/7 | +███% |
| ████ | ███████████ | ██/7 | +███% |
Semiconductor and hyperscaler stocks extended gains as AI infrastructure spending continues to drive earnings beats across the sector.
NVIDIA's data center segment posted a 93% year-over-year increase, making it the largest quarterly data center revenue print in semiconductor history.
Four names cleared all seven CANSLIM criteria this week — the highest count since March 2024. Breadth conditions remain constructive.
The FOMC voted unanimously to hold at 4.25–4.50%. Chair Powell's press conference struck a notably patient tone, pushing rate cut expectations further into late 2026.