AI & Tech
AMD's $60B Meta Deal Reshapes the AI Chip Race
AMD's 6-gigawatt Meta deal worth $60 billion is accelerating the shift from Nvidia's AI monopoly to a multi-vendor chip market. What traders should know.
May 29, 2026
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242 articles
AI & Tech
Snowflake Surges 36% on $6B Amazon Deal and AI Boom
Snowflake stock soared 36% after a blowout Q1 and a $6 billion AWS deal, easing fears of an AI-driven SaaS apocalypse. Here's what traders need to know.
May 29, 2026
AI & Tech
Salesforce Beats Estimates but AI Fears Sink CRM Stock 33%
Salesforce posts $11.13B in Q1 revenue with Agentforce ARR at $1.2B, but CRM stock is down 33% in 2026 as AI disruption fears dominate.
May 28, 2026
AI & Tech
Dell Q1 Earnings Preview: AI Server Backlog Hits $43B
Dell Technologies reports Q1 fiscal 2027 results today with a $43 billion AI server backlog. Here's what traders need to watch in the numbers.
May 28, 2026
AI & Tech
AMD's $10B Taiwan Bet Targets Nvidia's AI Chip Crown
AMD commits $10 billion to Taiwan's semiconductor ecosystem to accelerate AI chip production and challenge Nvidia's data center dominance.
May 27, 2026
AI & Tech
Nvidia's $81.6B Quarter Rewrites the AI Playbook
Nvidia crushed Q1 fiscal 2027 with $81.6 billion in revenue, up 85% YoY, as data center demand accelerates. What traders need to know.
May 27, 2026
AI & Tech
Memory Chip Shortage Sends Micron Past $200 Billion
Micron surges 30% in a week as AI-driven HBM shortage tightens. CEO warns memory crunch will outlast 2026 as demand outpaces supply.
May 26, 2026
AI & Tech
Nvidia Beats Again, Stock Falls Again — The New Normal
Nvidia posted $81.6B in Q1 revenue and guided $91B, but shares slipped. Why the AI chip giant's earnings beats keep triggering sell-offs.
May 26, 2026
AI & Tech
The AI Chip Trade Just Got Bigger Than Nvidia
AMD is up 114% in 2026 and Intel is rallying as the AI chip trade broadens beyond Nvidia. Inside the memory war, foundry shifts, and the rotation.
May 22, 2026
AI & Tech
Nvidia's $81.6B Quarter Wasn't Enough For Wall Street
Nvidia delivered record $81.6B revenue and 92% data-center growth, yet NVDA stock slid. Here's what traders missed in the AI chip giant's report.
May 22, 2026
AI & Tech
Alibaba Unveils Zhenwu M890 Chip to Challenge Nvidia
Alibaba's T-Head unit launches the Zhenwu M890 AI chip with 144GB HBM3 memory, claiming 3x the performance of Nvidia's H20. What it means for the AI chip race.
May 21, 2026
AI & Tech
Nvidia Beats Q1 Estimates With $81.6B Revenue, Stock Dips
Nvidia reports record $81.6B in Q1 revenue and $75.2B from data centers, beating Wall Street forecasts. Why the stock still slid after hours.
May 21, 2026
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
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