AI Demand and Industry Growth - Strong AI demand is expected in 2025, with Microsoft planning to invest $80 billion in AI-powered data centers this year [1] - Foxconn (Hon Hai Precision Industry) reported a 15% year-over-year revenue increase to $63.9 billion in Q4, driven by growth in cloud and networking products [1] Semiconductor Stocks Performance - AMD shares rose 3.9% to $129.68, recovering from a pullback near its 52-week low of $117.90, but the stock has declined 23.8% over the last nine months [3] - TSM shares surged 5.8% to $220.80, hitting a record high of $221.44, with a 121.6% year-over-year gain and on track for its third consecutive daily gain [4] - MU shares outperformed peers, rising 10.7% to $99.50, marking its third consecutive daily gain and trading at its highest level since Dec. 18, with a 19.8% increase over the last 12 months [5]
3 Chip Stocks Surging Amid Foxconn, Microsoft Tailwinds