STMicroelectronics is an early turnaround story because AI infrastructure has given it a new growth engine. On June 2 it doubled its 2026 data center revenue target to about $1B, saying that could double again in 2027 if trends hold, on high-volume silicon photonics anchored by a multi-year AWS partnership. Q1 revenue rose 23% to $3.1B, it holds about $2.8B net cash, and Bank of America upgraded it to Buy, saying the market underestimates its earnings power. x.com 

STMicroelectronics is one of the top names in power semiconductors and physical AI. Per @wallstengine, it raised its 2026 data-center revenue outlook to about $1B from "nicely above $500M" and expects that to double to about $2B in 2027 based on current customer engagements. About two-thirds is expected from optical components, including MCUs, silicon photonic PICs and BiCMOS EICs, with power chips the rest. x.com 

Infineon, STMicroelectronics and NXP have little value upside left from humanoid robotics after rallying hard on the AI datacenter theme. Infineon's CEO said humanoids could eventually rival AI datacenters as a revenue opportunity, about 20% of sales, yet Infineon saw insider sales this week. Humanoids may create few real bottlenecks: about 60% of parts come from the existing auto supply chain, most value will likely accrue in China and OEMs will integrate vertically, leaving heavy competition. … Show more

Amazon has three ways to profit from AI. AWS sells computing power, its Anthropic and OpenAI investments add model exposure, and robotics can improve retail economics. The key question is how much of that becomes owner earnings, which a ten-year owner-earnings model with return scenarios sets out to answer. x.com  x.com 

Credo Technology sits right in the middle of the AI networking, connectivity and photonics theme, and Wall Street has just handed over an easy opportunity in it. The AI connectivity thesis keeps playing out across photonics, with FY26 revenue up 206% at 68% non-GAAP gross margins. x.com 

Amazon's margins can expand materially as AWS compounds, advertising scales and robotics strips labor from fulfillment, a rerating the market misses while it punishes the spending. AWS revenue hit $128.7B last year with backlog up 40% to $244B, and Andy Jassy said AI could lift AWS to $600B a year by 2036. Amazon has 1 million robots deployed; Vulcan handles about 75% of items and Sequoia stores inventory up to 75% faster. Net margin was about 10.8% on 2025 revenue of $716.9B. x.com 

Amazon is the favorite long after Friday's drop. x.com 

STMicroelectronics is a hidden common thread across semiconductors, and the market is waking up to it in 2026. It turns up in silicon carbide and GaN power devices, its STM32 is effectively the MCU standard, and it leads MEMS sensor share. Its chips sit in SpaceX Starlink satellites, AWS data center infrastructure and a humanoid robot shown at NVIDIA's headquarters. A "European semiconductor" label long kept interest lukewarm, but that perception is breaking down fast. x.com 

Alpha and Omega Semiconductor's pivot to AI data-center power is gaining traction beneath muted overall revenue. AI-focused power delivery in its advanced computing division grew over 40% year over year and doubled sequentially, and CEO Stephen Chang reports rising demand from hyperscalers and supercomputing operators. High-margin power ICs grew 30% to nearly 40% of product sales. Insider selling and valuation froth may cause volatility, and second-half results need to validate AI growth. x.com 

The market may still be underestimating Marvell as it becomes a key supplier of custom silicon and connectivity for the AI build-out. At its Investor Day, Marvell put its addressable market at about $400 billion by 2030, targeted about $20B of FY28 revenue and said revenue could reach $70-90B by FY31. Last quarter revenue rose 37% to $2.74B on AI and data-center demand, and Nvidia's Jensen Huang reportedly called Marvell the next trillion-dollar company. x.com  x.com