AI関連株・マーケット
2026年6月18日
今日の要点
Wells Fargo raises S&P 500 price target, says AI bull market is likely to continue (SP500:). Goldman Sachs says buy these 16 tech stocks positioned to win as an AI-capex supercycle juices earnings. MRVL vs. AMD: Which Semiconductor Stock Has an Edge in the AI Market?. NTTなど5者、800億円規模の「IOWN AI Fund」を組成：グローバルなエコシステム構築と新たな事業創出へ. HIVE signs $220 million GPU cloud deal with Bell and Cohere. Nvidia’s Next Huge Bet: Drill, Baby, Drill!. Amazon.com (AMZN) Gains 3% After Announcing $10 Billion Missouri Data Center Investment. Alphabet (GOOGL) Announces $1.5 Billion Investment Across 2026 And 2027 To Expand Its Alabama Data Center Campus. Intel shares rise after Trump announces Apple partnership. Meta Platforms (META) Rolls Out New AI Features On Facebook For Content Creators
主要ニュース
- 1
Wells Fargo raises S&P 500 price target, says AI bull market is likely to continue (SP500:)
Wells Fargo raises S&P 500 price target, says AI bull market is likely to continue (SP500:) Seeking Alpha
- 2
Goldman Sachs says buy these 16 tech stocks positioned to win as an AI-capex supercycle juices earnings
Goldman Sachs says buy these 16 tech stocks positioned to win as an AI-capex supercycle juices earnings Business Insider
- 3
MRVL vs. AMD: Which Semiconductor Stock Has an Edge in the AI Market?
MRVL vs. AMD: Which Semiconductor Stock Has an Edge in the AI Market? Yahoo Finance
- 4
NTTなど5者、800億円規模の「IOWN AI Fund」を組成：グローバルなエコシステム構築と新たな事業創出へ
NTTなど5者、800億円規模の「IOWN AI Fund」を組成：グローバルなエコシステム構築と新たな事業創出へ スマートグリッドフォーラム
- 5
HIVE signs $220 million GPU cloud deal with Bell and Cohere
HIVE Digital Technologies (Nasdaq: HIVE) announced a major artificial intelligence (AI) infrastructure agreement through its subsidiary BUZZ High Performance Computing (BUZZ HPC) on June 18, joining forces with Bell Canada and Cohere to build what the companies describe as a sovereign ...
今後の注目点
Follow the sources below for updates.
情報ソース
- Wells Fargo raises S&P 500 price target, says AI bull market is likely to continue (SP500:)
- Goldman Sachs says buy these 16 tech stocks positioned to win as an AI-capex supercycle juices earnings
- MRVL vs. AMD: Which Semiconductor Stock Has an Edge in the AI Market?
- NTTなど5者、800億円規模の「IOWN AI Fund」を組成：グローバルなエコシステム構築と新たな事業創出へ
- HIVE signs $220 million GPU cloud deal with Bell and Cohere
- Nvidia’s Next Huge Bet: Drill, Baby, Drill!
- Amazon.com (AMZN) Gains 3% After Announcing $10 Billion Missouri Data Center Investment
- Alphabet (GOOGL) Announces $1.5 Billion Investment Across 2026 And 2027 To Expand Its Alabama Data Center Campus
- Intel shares rise after Trump announces Apple partnership
- Meta Platforms (META) Rolls Out New AI Features On Facebook For Content Creators
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