semiconductor shortage

Tesla stock fell 1.68% Monday as semiconductor supply concerns and elevated oil prices weigh on investor sentiment, though year-to-date gains remain substantial.

AI infrastructure spending projected to reach $660-690 billion by 2026, boosting semiconductor and hardware suppliers like Micron and Jabil as key beneficiaries of data center expansion.

Micron stock surges 326% on AI demand with strong valuation metrics suggesting further upside potential through 2028 supply shortage.

SanDisk dropped 14% from February peak but strong fundamentals—61% revenue growth, expanding margins—suggest pullback may offer buying opportunity amid AI-driven memory shortage.