Yahoo Finance Executive Editor Brian Sozzi argues the AI trade is regaining momentum and cites three signs. First, rental prices for older Nvidia chips such as Blackwell and H100 (Hopper) are rising, based on a chart from Peter Berezin, chief economist at BCA Research, which Sozzi says contradicts reports of slowing AI demand. Second, SK Hynix posted a strong quarter and outlook and plans to return $75 billion to investors through buybacks and dividends. Third, Anthropic's latest IPO filing shows $131 billion in cash and equivalents and strong demand in the first six months of the year. Berezin reportedly takes a more cautious view and does not expect a capex bust until 2028, if it happens at all.
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NVDAartificial intelligencesemiconductorsAI investment
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Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/27/2026 | 217.88 |
| Change that session | +0.87% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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