AI infrastructure stocks rally on deal announcements from Qualcomm, Corning
Why it matters
Deal announcements tied to AI infrastructure lift the whole supply chain, reinforcing the capex narrative that has driven semis and data-center names. Broad participation signals the trade is widening beyond a single leader.
Details
Shares of Qualcom, Corning, Intel, Advanced Micro Devices and others tied to the AI infrastructure trade popped on Tuesday.
Sources
- cnbc · 2026-09-08 22:02 UTC