Woofun AI reports that Bank of America Research estimates the server CPU market size will expand to $170B by 2030, approximately four times current levels, fueled by NVIDIA’s Vera CPU architecture and intensified competition with AMD. The firm maintains a "buy" rating on NVIDIA with a $350 price target, noting that competitive focus has shifted from single-chip performance to measuring AI agent workload efficiency within server racks.

Fund flow data indicates a strategic rotation, with clients net buying US stock ETFs for the third consecutive week while selling individual equities. Hedge funds continued selling stocks, and capital moved away from technology and communication services toward consumer discretionary, financials, and energy sectors. Small and micro-cap stocks attracted significant inflows, reaching a new high in four-week rolling averages, reflecting a market preference for companies demonstrating tangible orders and cash flow over broad AI exposure.