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2026年6月19日

AI関連株・マーケット

今日の要点

NTT、約800億円規模の「IOWN AI Fund」組成へ AIインフラ関連スタートアップに投資. SpaceX stock joins AI bond frenzy. AppLovin Could Hit $600+ With 28% Upside as AI Ad-Tech Story Rebounds. Running local AI on AMD RX 580 (2017 GPU) using Vulkan – no CUDA, no ROCm. Why the AI Infrastructure Wave Will Mint More Millionaires Than the Chatbot Phase: 3 Stocks to Own. CBRS Gears Up to Report Q1 Earnings: What's in Store for the Stock?. Donald Trump’s Favorite AI Chip Stock in 2026 That Performed Better Than Nvidia (NVDA). Donald Trump’s Under-The-Radar Tech Stock Pick Everyone’s Ignoring. Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips. Amazon Quick Suite Now Powered by ZoomInfo's GTM.AI as the GTM Context Layer for AI Agents

主要ニュース

  1. 1

    NTT、約800億円規模の「IOWN AI Fund」組成へ AIインフラ関連スタートアップに投資

    NTT、約800億円規模の「IOWN AI Fund」組成へ AIインフラ関連スタートアップに投資  Ledge.ai

  2. 2

    SpaceX stock joins AI bond frenzy

    Wall Street has a new favorite trade: lending money to artificial intelligence. NVIDIA, Alphabet, Amazon, and Oracle have all rushed into debt markets to raise hundreds of billions of dollars to fund data centers, chips, and AI infrastructure. Investors have been lining up to buy, and the demand ...

  3. 3

    AppLovin Could Hit $600+ With 28% Upside as AI Ad-Tech Story Rebounds

    AppLovin (NASDAQ:APP) has had a wild ride in 2026. After a blistering 2025 that pushed shares higher, the stock has cooled meaningfully, leaving investors wondering whether the AI ad-tech story is broken or simply digesting gains. My read leans toward the latter, and the 24/7 Wall St. price target reflects that. Our price target for ... AppLovin Could Hit $600+ With 28% Upside as AI Ad-Tech Story Rebounds

  4. 4

    Running local AI on AMD RX 580 (2017 GPU) using Vulkan – no CUDA, no ROCm

    Article URL: https://setup-ia-local-rx580-vulkan.web.app/ Comments URL: https://news.ycombinator.com/item?id=48602341 Points: 1 # Comments: 0

  5. 5

    Why the AI Infrastructure Wave Will Mint More Millionaires Than the Chatbot Phase: 3 Stocks to Own

    Nvidia, Broadcom, and Vertiv will continue to win big by making artificial intelligence possible.

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