Just because Google is increasing its data center investments, Google's stock price is going down, while semiconductor companies are rising because people think they can steadily sell semiconductors. But what we need to be careful about here is that Google's cash flow turned negative in the second quarter. It is highly questionable how much money Google will actually pour into AI next year.
114.**.211.214
Next week is Samsung and Hynix earnings, so they'll rise more, right?
189.**.236.246
They say earnings are already priced in so it might not even go up, making it unpredictable in many ways T_T