Benzinga June 29, 2026 • 21:46

BlackRock Flags Big AI Trade Beyond Nvidia, AMD, Micron - Benzinga

By Stjepan Kalinic

BlackRock Flags Big AI Trade Beyond Nvidia, AMD, Micron - Benzinga

The next leg of the AI economy may focus on energy security, favoring infrastructure and critical bottlenecks.

GPUs, high-bandwidth memory and the silicon supply chain kept the machine going.
GE Vernova stock is showing upward bias. Whats ahead for GEV stock?
But the next leg of the AI economy may be less … [+2627 chars]

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