3 AI Infrastructure Stocks to Watch If Data Center Spending Slows

What happened: A Bank of Korea warning that US tech giants could trim data center spending puts AI infrastructure stocks under pressure, and the article profiles three exposed names: Astera Labs, ON Semiconductor, and Teradyne. Key numbers: Astera Labs: US$1.2b revenue, about US$44.6b market cap. Why it matters: The warning turns a hot trend into a pressure test for anything tied to chips and cloud, and the article argues the same headline risk might present an opportunity. Market: +0.6% today ($46.18), -38.5% YTD, 0.5x vol — as of 06:23 UTC

A Bank of Korea warning that US tech giants could trim data center spending puts AI infrastructure stocks under pressure, and the article profiles three exposed names: Astera Labs, ON Semiconductor, and Teradyne.

The warning turns a hot trend into a pressure test for anything tied to chips and cloud, and the article argues the same headline risk might present an opportunity. Market: +0.6% today ($46.18), -38.5% YTD, 0.5x vol — as of 06:23 UTC