Hyperscaler Stocks vs. AI Infrastructure Stocks: Which Are the Better Buys?
While AI infrastructure stocks have generally outperformed hyperscalers, it is the hyperscalers that ultimately have more ways to win.
Monday, 21 September 2026
Independent coverage of global markets, trade and finance
While AI infrastructure stocks have generally outperformed hyperscalers, it is the hyperscalers that ultimately have more ways to win.
Microsoft (NASDAQ: MSFT) has been a terrible investment in 2026. The stock has declined 21% year to date, and it has been a straight line down since 2026 began. To add injury to insult, Microsoft stock is now down aroun…
Recent research from Fidelity says that small-cap stocks are undervalued compared with large-cap stocks.
Revolution aims to revolutionize cancer treatment, and a recent phase 3 trial shows it may be on the right path.
(RTTNews) - Asian stocks ended mixed on Thursday, giving up some early gains as investors digested Chinese inflation data and monitored escalating hostilities in the Middle East.
Abel made Alphabet one of Berkshire Hathaway's largest holdings, and is backing its AI infrastructure expansion with a $10 billion private placement.
(RTTNews) - German stocks traded slightly higher on Tuesday and the euro remained fragile amid bets that the European Central Bank will deliver another interest rate cut at a policy meeting due Thursday.
Investors have rushed to buy artificial intelligence stocks, leading indexes to double- and triple-digit gains.
In recent trading, shares of CVR Energy Inc (Symbol: CVI) have crossed above the average analyst 12-month target price of $16.00, changing hands for $16.36/share. When a stock reaches the target an analyst has set, the …
(RTTNews) - Nutritional snack maker Simply Good Foods Co. (SMPL) reported Thursday a net loss for the third quarter of $51.97 million or $0.58 per share, compared to net income of $41.10 million or $0.40 per share in th…
Here are three stocks with buy rank and strong value characteristics for investors to consider today, July 9:
(RTTNews) - INmune Bio Inc. (INMB), a late-stage biotechnology company focused on inflammation and immunology, announced new imaging data from its Phase 2 study of XPro in patients with early Alzheimer's disease. The re…
Space Exploration Technologies' high IPO valuation could limit some of its upside, as much of the growth is already priced in.
(RTTNews) - Gold rebounded after three days of losses to hold above $4,100 an ounce on Thursday after the U.S. military attacked Iranian targets for a second straight day and President Donald Trump said the flare-up wil…
JPMorgan Chase CEO Jamie Dimon has outlined some of the systemic risks posed by stablecoins.
Quantum Computing is the next technological revolution, and it could be even more advanced than AI.
Data reveals that most middle-aged to older Americans would be well-served claiming Social Security at 70.
(RTTNews) - 60 Degrees Pharmaceuticals, Inc. (SXTP), which develops treatment for vector-borne disease, announced that it has entered into an exclusive option agreement with the Florida State University Research Foundat…
The Senior Citizens League is projecting that 2027's Social Security COLA will be around 3.8%.
(RTTNews) - Ionis Pharmaceuticals Inc. (IONS) and AstraZeneca announced results from the Phase 3 CARDIO-TTRansform trial of Eplontersen in adults with transthyretin-mediated amyloid cardiomyopathy (ATTR-CM). The study d…
Management guided for about $1 billion in profit, expecting to lead the industry.
Thanks to its acquisition of Juniper last year, HPE is now able to sell integrated compute, networking, and storage stacks.
(RTTNews) - Rubrik Inc. (RBRK), an American security and AI company, said on Thursday that it plans to invest over £375 million in the UK over the next five years. The investment will support the company's continued exp…
Regular cash equity sessions for major venues in July 2026. Times are local to each exchange; daylight-saving shifts may apply. Always confirm holiday closures with the official exchange calendar.