The Great AI Bottleneck Debate: Peak Constraints in 2027 vs. Massive Capacity Release and Pricing Collapse in 2028

Analyst Ben Bajarin believes that demand for AI computing power will continue to grow, with 2027 marking the industry's most severe supply constraint "bottleneck," while supply and demand will remain in a slightly tight balance in 2028. Jay Goldberg, meanwhile, warns of the iron law of historical cycles, suggesting that massive capacity expansions by companies such as Taiwan Semiconductor could lead to a collapse in pricing power and a mean reversion in gross margins. Both analysts agree that the era of "blind buying" leading to immediate surges in the AI supply chain has ended; investors must now carefully select core assets with resilient pricing power across economic cycles.

wallstreetcn10:35

Sakata Seed, Yamazaki Baking, etc. (Additional) Rating

Upgrade – BullishCodeStock nameSecurities companyTraditionallyAfter the change------------------------------------------------------------＜6273＞SMCSMBC Nikko「2」「1」＜7296＞F.C.C.MSMUFG"Under W""Equal W"

Fisco Japan10:21

Rating [Ratings by Securities Firms]

Upgrade – BullishCodeStock nameSecurities companyTraditionallyAfter the change-----------------------------------------------------------------＜7296＞F.C.C.Morgan S"Under W""Equal W"＜6525＞

Fisco Japan07:24

US Market Close | "Market Rescue" Backfire Triggers US Treasury Sell-Off, Stock Indices Fall for Third Consecutive Session; SK Hynix Rises 7% with Five-Day Winning Streak to Hit New High, Micron Technology Gains Nearly 3%; Bitcoin Records First Cash Cross

The S&P 500 fell 0.48%, retreating approximately 2% from its all-time closing high. The chip index rose 0.37%, with AMD gaining 3%. The yield on the 10-year U.S. Treasury note climbed 5 basis points to 4.84%, reaching its highest level since November 2023. Gold recovered above $4,400 per ounce, rising about 1%. Bitcoin closed slightly lower by 0.3% at around $78,200, yet still triggered a "golden cross" signal, marking the first occurrence of this technical pattern in nearly 474 days.

wallstreetcn06:30

Want in on Anthropic Before the IPO? Buy These 8 Stocks

Anthropic is barreling toward what could be the largest IPO in history, with investors and bankers reportedly targeting a valuation near $2 trillion and a raise exceeding $86 billion when the

Benzinga06:07

OpenAI and Anthropic Lobby S&P for BBB- Rating: Nearing Trillion-Dollar Valuations Amid Persistent Losses Challenge Credit Thresholds

AI laboratories such as OpenAI and Anthropic are lobbying S&P and Moody's to secure a BBB- investment-grade credit rating, akin to that of Oracle, in order to broaden their financing channels. However, the financial profiles of these entities differ significantly: while AI labs boast valuations nearing $1 trillion, they continue to incur losses, whereas Oracle maintains stable profitability but carries a debt burden of $168 billion. Rating agencies face a dilemma: overly lenient standards would underestimate risk, while excessively stringent criteria could draw criticism for being outdated.

wallstreetcn05:24