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technology-investing

2 stories related to this topic, newest first.

Jim Cramer Says Semiconductor and AI Infrastructure Stocks Now Lead Tech Investingcnbc.com
technology8 days ago

Jim Cramer Says Semiconductor and AI Infrastructure Stocks Now Lead Tech Investing

CNBC host Jim Cramer stated that semiconductor and AI infrastructure stocks have replaced software as the market's technology leaders. He cited Nvidia's recent earnings and the rise of AI models from companies including Anthropic and OpenAI.

cnbc.com
1 source
Alphabet Tops Holdings in Five-Star Fund Reporting 240% Gains in AI Infrastructurefinance.yahoo.com
ai16 days ago

Alphabet Tops Holdings in Five-Star Fund Reporting 240% Gains in AI Infrastructure

A five-star mutual fund has Alphabet as its largest position. The fund has recorded 240% gains from investments tied to the less prominent parts of artificial intelligence infrastructure development. MarketWatch reported on the fund's performance and positioning as of May 2026.

MA
1 source