Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Soar in September (Hint: It's Not Nvidia)

The tech industry's hyperscalers have reported second-quarter earnings, and one main theme has emerged: They continue to spend heaps of cash on AI infrastructure. Over the last few weeks, several big tech companies have reported earnings for the second calendar quarter of 2025. One of the biggest takeaways from behemoth artificial intelligence (AI) developers like Alphabet, Meta Platforms, Microsoft, and Amazon is that investment in infrastructure continues to surge. Collectively, these companies are expect ...