Jun. 21 at 7:26 PM
Major developments have unfolded in the tech sector this week—all closely linked by the central theme of AI.
Key events to watch:
$NVDA: Holds its annual shareholder meeting on June 24; guidance regarding the Blackwell architecture will set the tone for AI-related investments.
$MU: Reports earnings on the same day; sustained growth in HBM demand remains the primary driver of market expectations.
$GOOGL: The narrative surrounding AI infrastructure spending by major hyperscale cloud providers continues to expand.
$MSFT: Remains a central pillar for enterprise AI demand and cloud-related capital expenditure.
$AVGO: Quietly emerging as a key beneficiary amidst the wave of AI networking and infrastructure build-outs.
The macro picture is clear:
AI demand has not waned—rather, it is rotating across different layers of the technology stack.
From chips → memory → cloud services → networking.
This is no longer a story about a single company, but a cyclical wave sweeping across the entire ecosystem.
