AI Infrastructure Earnings: Strong but Cautionary Notes

CoreWeave, Nebius, and SanDisk reported strong earnings confirming AI demand, but Cisco missed and Broadcom fell on profit-taking. Weekly review shows AI hardware divergence. Nvidia's $500B AI infrastructure financing is a major catalyst. 13F filings show AI infrastructure still net bought by institutions. OpenAI's talent exodus adds caution. Nvidia's upcoming Q2 earnings will be a key test. A recent semiconductor stock analysis recommends Micron as a buy (AI memory demand) while brushing off Intel and onsemi as sells. Weekly market performance shows AI earnings mixed (Coreweave/SuperMicro up, Alphabet down).