AI & Tech
Intel's 225% Rally Rewrites the AI Chip Playbook
Intel stock has surged 225% in 2026 on a foundry revival, an Apple chip deal, and AI data center demand. The rotation away from Nvidia is accelerating.
May 20, 2026
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110 articles
AI & Tech
Nvidia Reports After the Bell With $78B on the Line
Nvidia earnings land May 20 with analysts expecting $78 billion in revenue. Blackwell margins, data center guidance, and hyperscaler capex are the key variables.
May 20, 2026
AI & Tech
Cerebras $95B IPO Shakes Up the AI Chip Race
Cerebras Systems raised $5.55 billion in the largest U.S. tech IPO in years. The AI chipmaker's 68% first-day pop signals massive appetite for GPU alternatives.
May 19, 2026
AI & Tech
NVIDIA Earnings Tomorrow: $79B Revenue Expected
NVIDIA reports Q1 earnings May 20 with Wall Street expecting $79.2 billion in revenue. Jensen Huang's China trip and supply chain risks loom large.
May 19, 2026
AI & Tech
Nvidia H200 China Sales Stall as Jensen Huang Joins Trump Visit
The U.S. cleared 10 Chinese firms to buy Nvidia H200 chips, but zero deliveries have been made. Jensen Huang is in Beijing seeking a breakthrough.
May 18, 2026
AI & Tech
Memory Chip Shortage Reshapes AI Trade as Prices Surge
DRAM prices have doubled in 2026 as Samsung, SK Hynix, and Micron shift production to AI memory chips. What traders need to know about the shortage.
May 18, 2026
AI & Tech
Nvidia Jumps 4% as US Greenlights H200 Chip Sales to China
Nvidia stock rose 4.4% after the US approved H200 AI chip exports to 10 Chinese firms including Alibaba and Tencent. What traders should watch next.
May 15, 2026
AI & Tech
Micron Hits $812 as AI Memory Crunch Rewrites the Chip Map
Micron stock surged to an all-time high of $812 as HBM chip demand from AI data centers drives a 180% rally in 2026. What traders need to know.
May 15, 2026
AI & Tech
Wall Street's AI Chip Trade Rotates From Nvidia to Intel, AMD
AI chip rotation is reshaping semiconductor leadership: AMD up 114% YTD versus Nvidia's 18%, with Intel surging on the Apple foundry deal.
May 14, 2026
AI & Tech
Cisco Stock Pops 15% as AI Orders Hit $5.3B, Guidance Raised
Cisco Q3 earnings beat as AI infrastructure orders surge to $5.3B YTD. CSCO raises FY26 AI order guidance to $9B and cuts 4,000 jobs.
May 14, 2026
AI & Tech
Chip Stocks Bleed as Qualcomm Drops 11% in Sector Rout
Cerebras Systems prices its blockbuster IPO above the raised range, targeting a $48.8 billion valuation in the biggest debut of 2026. What traders need to know.
May 13, 2026
AI & Tech
Cerebras IPO Prices Above Range at $48B Valuation
Cerebras Systems prices its blockbuster IPO above the raised range, targeting a $48.8 billion valuation in the biggest debut of 2026. What traders need to know.
May 13, 2026
AI & Tech
AI Labs Submit Models for Government Safety Testing
Google, Microsoft, and xAI join OpenAI and Anthropic in giving the U.S. government early access to AI models for security testing. What it means for the sector.
May 12, 2026
AI & Tech
Apple-Intel Chip Deal Reshapes Semiconductor Supply Chain
Apple and Intel reach a preliminary chip manufacturing deal, sending Intel stock up 15% and signaling a shift away from TSMC dependence. What traders need to know.
May 12, 2026
AI & Tech
Trump Administration Reverses on AI Oversight After Mythos
Anthropic's Mythos model forced a Trump policy U-turn on AI regulation. Google, Microsoft, and xAI now submit models for government testing.
May 11, 2026
AI & Tech
Wall Street Rotates AI Chip Bets From Nvidia to Intel, AMD
Cloudflare stock fell 24% after cutting 1,100 employees due to AI automation and issuing Q2 guidance that missed consensus by $1 million, despite beating Q1 estimates.
May 11, 2026
AI & Tech
Broadcom-OpenAI $18B Chip Deal Stalls on Financing Fight
Broadcom shares fall 4% after reports that its $18 billion custom AI chip deal with OpenAI hit a financing snag tied to Microsoft's commitment.
May 8, 2026
AI & Tech
AMD Data Center Revenue Hits $5.8B as AI Chip Demand Soars
AMD Q1 2026 earnings crush estimates with $5.8B in data center revenue, a 57% jump driven by Instinct GPU shipments and EPYC wins.
May 8, 2026
AI & Tech
Samsung Posts Record Profit as AI Memory Chip Shortage Deepens
Samsung's Q1 2026 profit surged 8x to $31.8 billion as AI memory chip demand outstrips supply. HBM4 shipments begin amid warnings of shortages through 2027.
May 7, 2026
AI & Tech
AMD Stock Surges 19% as AI Data Center Revenue Hits $5.8B
Coinbase slashed 14% of its workforce days before its Q1 earnings report on May 7, citing AI efficiency. Bitcoin is down 35% from its October 2025 peak.
May 7, 2026
AI & Tech
Memory Chip Shortage Sends DRAM Prices Up 171% as AI Eats Supply
AI-driven HBM demand creates worst memory shortage since 2018. DRAM prices surge 171% YoY as Samsung, SK Hynix prioritize AI chips.
May 6, 2026
AI & Tech
AMD Crushes Q1 With $10.3B Revenue as AI Lifts Data Center 57%
AMD Q1 2026 earnings beat estimates with $10.3 billion revenue and 57% data center growth. Stock surges 15% on raised guidance.
May 6, 2026
AI & Tech
Amazon's Chip Business Hits $20B Run Rate
Amazon's Trainium and Graviton chip business exits Q1 2026 at a $20B annual run rate with $225B in commitments. Here's what it means for the AI supply chain.
May 5, 2026
AI & Tech
AMD Reports Q1 Earnings Today as AI Chip Race Heats Up
AMD reports Q1 2026 earnings with $9.8B revenue expected and data center sales surging 51% YoY. What traders need to know about the AI chip challenger.
May 5, 2026