Stocks · News reference
Forget the Hyperscalers: Fund Manager Flags 2 Lesser-Known AI Stocks Whose Earnings Surprises Show the AI Trade Isn't Dead
A top fund manager flags two lesser-known AI infrastructure stocks, STRL and SITM, that are crushing earnings and defying hyperscaler fears.
Reference details
Connected markets
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
- Source
- benzinga
- Observed
- Jul 27, 2026, 10:03 AM
- Checked
- Jul 27, 2026, 10:03 AM
- Cadence
- Captured once, then retained as an archive reference
- Status
- fresh
Keep reading
Related headlines
Benchmark Initiates Coverage On SiTime with Buy Rating, Announces Price Target of $850
Benchmark analyst Gary Mobley initiates coverage on SiTime (NASDAQ:SITM) with a Buy rating and announces Price Target of $850.
Read original at benzingaShares of semiconductor companies are trading lower amid concerns that OpenAI's Q2 earnings may weigh on AI growth. Today's Fed minutes revealed that many participants assessed that higher rates would likely be necessary if inflation did not fall.
Read original at benzingaShares of semiconductor and chip companies are trading lower amid rising oil prices and bond yields, prompting inflation concerns. Also, declining memory chip companies may weigh on the broader industry.
Read original at benzingaDA Davidson Initiates Coverage On Sterling Infrastructure with Buy Rating, Announces Price Target of $700
DA Davidson analyst Kurt Yinger initiates coverage on Sterling Infrastructure (NASDAQ:STRL) with a Buy rating and announces Price Target of $700.
Read original at benzingaShares of data center-related companies are trading lower as inflation fears and soaring bond yields dampen investor appetite for high-growth stocks that rely heavily on customer capex funded through borrowing.
Read original at benzinga