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A valuation gap is opening across AI infrastructure. Memory and storage stocks trade at about 6x earnings, while chipmakers such as Intel, AMD and Cerebras comm

BWB News TV • 2026-07-29 11:12 UTC • By Billy Odell Tucker-Robinson
A valuation gap is opening across AI infrastructure. Memory and storage stocks trade at about 6x earnings, while chipmakers such as Intel, AMD and Cerebras comm
A valuation gap is opening across AI infrastructure. Memory and storage stocks trade at about 6x earnings, while chipmakers such as Intel, AMD and Cerebras command far higher multiples, signaling diverging views on where the cycle peaks.
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