AI Stocks Daily
37 articles in this category
Intel and Super Micro surge on Trump-Apple chip deal as semiconductors stage post-Fed rebound, SOXX +6.6%
Intel Corp. surged 10.6% and Super Micro Computer rose 10.4% on Thursday as President Trump announced Apple would partner with Intel on U.S. chip manufacturing, sparking the sector's sharpest single-day rally in weeks. SOXX gained 6.6% and the Nasdaq climbed 1.9% as Taiwan Semiconductor, ARM Holdings, and AMD all added more than 4%.
ARM and Applied Materials rally against Fed headwinds while ServiceNow and Meta sink, SOXX +1.4%
Chip hardware and equipment stocks diverged sharply from software peers on June 17, with ARM Holdings and Applied Materials rising 5.7% and 4.4% respectively while ServiceNow and Meta each fell more than 5% as Fed hawkishness compressed software valuations. SOXX gained 1.44% against a 1.34% Nasdaq decline.
Intel and AMD lead semiconductor rout on FOMC day uncertainty, SOXX -5.92%
Intel Corp. and Advanced Micro Devices retreated 8.4% and 7.3% respectively on Monday as the FOMC began its two-day policy meeting, triggering profit-taking across a semiconductor sector that had surged more than 9% over the prior five sessions. SOXX fell 5.9% to $591.
ARM Holdings and AMD surge on Strait of Hormuz peace deal, SOXX +5.4%
Arm Holdings jumped 8.3% and Advanced Micro Devices gained 7.0% as the U.S.-Iran peace deal triggered a broad AI chip rally. The Philadelphia Semiconductor Index surged 5.4%, the Nasdaq added 3.1%, and the S&P 500 closed at a fresh record 7,554.
ARM and AMD lead AI chip rally on Wall Street agentic CPU upgrades, SOXX +1.6%
ARM Holdings surged 11.3% Friday as Wells Fargo and Mizuho stacked agentic AI CPU upgrades; Intel gained 6.5% on the BofA double-upgrade momentum and AMD added 4.7%. Super Micro fell 4.7% as the $7 billion dilution overhang persisted.
Lam Research and Intel surge on BofA upgrades as chip equipment recovery accelerates, SOXX +8.4%
Lam Research jumped 12.7% and Intel gained 9.3% as Bank of America upgrades and improving wafer-fab spending forecasts drove the SOXX semiconductor ETF up 8.4%, its best single-session gain in weeks. Oracle fell 8.5% despite a Q4 earnings beat as investors fixated on mounting capital expenditure commitments.
Super Micro sinks 28% on $7 billion dilution; Cloudflare and ARM lead broader AI chip retreat, SOXX -3.7%
Super Micro Computer collapsed 28% after announcing a $7 billion dilution to fund $39 billion in AI server orders, dragging SOXX down 3.67% on a day already rattled by a three-year CPI high and fresh U.S. strikes against Iran. Cloudflare, ARM, Broadcom, and AMD each shed 5-7% as profit-taking met rate-hike anxiety.
Super Micro and ARM slide on $7 billion dilution and AI chip hangover, SOXX -1.6%
Super Micro Computer fell 7.6% after announcing a $7 billion equity raise for AI server orders, while ARM Holdings and ServiceNow each shed more than 6% as the semiconductor sector failed to hold Monday''s partial rebound on renewed Iran-driven geopolitical risk.
Intel jumps 11% as Google names it AI chip manufacturer; ASML surges on Musk Terafab catalyst, SOXX +5.9%
Intel Corp. surged 11% after Google committed to contracting it for 3 million AI chips, while ASML Holding jumped 6.5% ahead of Elon Musk's appearance at its Terafab conference. The SOXX semiconductor ETF gained 5.9% as chip stocks staged their sharpest single-day rebound of June.
ARM and Intel lead AI chip rout as Broadcom guidance miss and jobs beat deepen two-day selloff, SOXX -10.4%
The SOXX semiconductor ETF fell 10.4% on Friday as Arm Holdings tumbled 12.8%, Intel fell 11.3%, and AMD shed 10.9%. Broadcom's AI guidance miss and a stronger-than-expected May jobs report wiped roughly $1 trillion from AI-related equities, with the Nasdaq posting its worst session since April 2025.
Broadcom tumbles 13% as AI chip guidance stalls; Google rallies on $85B expansion bet, SOXX -2.1%
Broadcom fell 12.6% after holding its 2026 AI chip forecast unchanged, dragging the SOXX down 2.1% and pulling ARM and AMD lower. Google surged 3.7% on an $85 billion AI infrastructure commitment, while MongoDB extended its post-earnings rally and CrowdStrike fell despite a strong quarterly beat.
Intel and AMD lead chip rally on Computex AI push as cloud software sells off, SOXX +1.76%
AI cloud software names shed 6-8% on rotational selling Wednesday while Intel and AMD each gained more than 4% on a Computex AI showcase. Broadcom reported record second-quarter revenue of $22.2 billion after the close.
SMCI and Applied Materials lead AI equipment surge at Computex, SOXX +5.79%
Semiconductor equipment stocks surged on Tuesday as Jensen Huang confirmed Nvidia's Vera Rubin entering full production at Computex 2026. SOXX jumped 5.79%, SMCI added 7%, and AMAT gained 7% while Snowflake and Dell gave back recent gains on profit-taking.
MongoDB and ARM surge as Computex ignites enterprise AI spending cycle, Nasdaq closes at record
MongoDB surged 20% and ARM jumped 16% Monday as NVIDIA's Computex RTX Spark launch and a wave of Q1 software earnings beats drove the Nasdaq to a fresh all-time high.
Dell and ServiceNow power enterprise AI rally on blowout Q1 results, S&P 500 marks ninth straight weekly gain
Dell Technologies surged 33% in its best session on record after a first-quarter earnings blowout, triggering a broad enterprise AI rotation. ServiceNow, Oracle, Palantir, and CrowdStrike led a software rally as the S&P 500 marked its ninth straight winning week.
Snowflake and ARM lead AI software surge as Q1 beats revive enterprise AI thesis, SOXX +0.97%
Snowflake erupted 36.5% on a Q1 blowout and $6 billion AWS deal, triggering the broadest AI software rally of 2026. ARM Holdings rebounded 10.8%, MongoDB jumped 22% after hours on its own earnings beat, and Cloudflare surged 9% on a new Anthropic partnership.
Meta surges 4% on subscription launch while ARM tumbles 6%; cybersecurity names slide after Zscaler miss, SOXX -1.1%
Arm Holdings fell 5.8% on Wednesday as manufacturing constraints continued to delay revenue recognition from its AGI CPU launch, while Meta Platforms surged 3.7% on a paid subscription rollout across Instagram, Facebook, and WhatsApp. The SOXX semiconductor ETF dropped 1.1% as CrowdStrike, Cloudflare, and Palo Alto Networks all fell more than 3% after Zscaler issued disappointing fiscal fourth-quarter guidance.
AMD and Lam Research power chip equipment surge on AI demand cycle, SOXX +6.1%
Advanced Micro Devices surged 7.8% and the SOXX semiconductor ETF jumped 6.1% to an all-time high on May 26, as chip equipment names Lam Research and Applied Materials added 5.7% and 5.3% on AI infrastructure demand. MongoDB fell 5.8% as traders lightened positions ahead of the company's first-quarter fiscal 2027 earnings, due Thursday after the closing bell.
Dell and AMD lift AI hardware names on server backlog surge and Q1 blowout, SOXX +2.4%
Dell Technologies surged 16.8% as a Las Vegas product conference and a wave of analyst upgrades confirmed a $43 billion AI server backlog; Advanced Micro Devices and Arm Holdings extended their post-earnings rallies while Nvidia slipped on rising bond yields.
Arm Holdings and Dell confirm AI infrastructure supercycle after Nvidia earnings beat; SOXX +0.85%
Arm Holdings surged 16% Thursday, extending a two-day 34% run built on Nvidia's record $81.6 billion first-quarter revenue beat. Dell Technologies added 4.1% as investors revisited the company's $43 billion AI-server backlog against the accelerating demand signals Nvidia confirmed.
Arm Holdings surges 15% on AGI CPU upgrade; Intel and AMD lead chip sector recovery ahead of Nvidia earnings, SOXX +4.7%
Arm Holdings surged 15.1% after TD Cowen named its AGI CPU road map a secular demand inflection; AMD gained 8.1% and Intel jumped 7.4% as the semiconductors ETF SOXX posted a 4.7% session, its best in weeks, while markets awaited Nvidia's first-quarter results after the close.
Arm and Snowflake outpace yield selloff as Nvidia earnings loom, SOXX +0.18%
Arm Holdings rose 3.73% and Datadog gained 3.03% as post-earnings momentum held against rising bond yields, while Palo Alto Networks shed 3% after a 30-session surge. Nvidia reports after the close on May 20.
ServiceNow surges 8.8% on AI platform launch and analyst coverage; MongoDB gains 5.7%, SOXX -2.5%
ServiceNow jumped 8.8% after its Knowledge 2026 AI product launch and a Bank of America Buy initiation, leading enterprise software names higher. Applied Materials slid 5.3% despite a record second-quarter beat as the 10-year Treasury yield hit a 52-week high above 4.13%.
ARM Holdings and AMD tumble as Samsung strike fears and oil surge rattle chip sector, SOXX -4.1%
ARM Holdings slid 8.5% Friday as Samsung strike fears, surging oil prices, and the Trump-Xi summit disappointment hit the chip sector hard. ServiceNow gained 5% as software diverged from hardware in a broad selloff that sent SOXX down 4.1%.
Broadcom and Nvidia lead AI chip surge as US clears H200 exports, S&P 500 tops 7,500
Broadcom surged 5.5% and Nvidia gained 4.4% Thursday as Washington cleared H200 chip exports to roughly 10 Chinese firms, sending the S&P 500 above 7,500 for the first time. Palo Alto Networks rose 4.6% after launching its Idira AI identity platform, while Baidu fell 4.8% ahead of May 18 earnings.
Baidu and Palo Alto Networks lead AI rally as Nasdaq hits record close, SOXX +2.4%
Baidu surged 7.6% after unveiling an autonomous AI agent platform, while Palo Alto Networks climbed to a 52-week high ahead of its May 26 earnings. The Nasdaq Composite and S&P 500 both closed at records despite a hotter-than-expected April producer-price reading.
Intel tumbles 6.8% as hot CPI cools chip rally, MongoDB +4.8%, SOXX -3.15%
Intel led a broad chip-sector pullback on May 12 as a hotter-than-expected April CPI print sent the iShares Semiconductor ETF down 3.15%. MongoDB jumped 4.78% on its new AI agent platform launch and a fresh Citi upgrade to $450.
Super Micro and Dell slide on profit-taking as Tesla and Intel extend gains, SOXX +2.39%
Super Micro and Dell gave back post-earnings gains Monday as profit-taking hit the AI server segment, while Tesla and Intel extended momentum on robotaxi expansion and Apple-Google chip partnership news. SOXX climbed 2.39% as the broader semiconductor complex held firm.
Intel and Dell power AI chip rally on Apple chip talks and record server orders, SOXX +5.7%
Intel surged 14% on Apple chip manufacturing talks while Dell jumped 13% on a record $43 billion AI server backlog. Cloudflare tumbled 24% despite an earnings beat as the company cut 20% of its workforce due to AI. SOXX gained 5.67%.
Datadog and MongoDB lead AI software surge as Arm Holdings slides on earnings, SOXX -2.86%
Datadog surged 31.3% on Q1 2026 revenue of $1.006 billion, well above estimates, while MongoDB and Snowflake rallied on cloud spending confidence; Arm Holdings fell 10.1% despite a record quarter as smartphone concerns weighed.
AMD and Super Micro surge on blowout earnings as chip sector powers S&P to record, SOXX +5%
Super Micro Computer and AMD delivered blowout earnings that lifted SOXX 5% and pushed the S&P 500 to a fresh record on Wednesday. Iran peace deal optimism added a second tailwind as the Nasdaq gained 2% and chip equipment names swept higher alongside the two headline beats.
Intel surges 13% on Apple chip talks as AMD and Cloudflare rally on earnings beats, SOXX +4.5%
Intel surged 13% to an all-time high on Bloomberg reports of Apple chip-manufacturing talks; AMD beat Q1 estimates with data center revenue up 57%; Cloudflare jumped 9% ahead of earnings while Palantir fell 7% on a valuation reset despite its own beat. SOXX closed up 4.5%.
AMD falls 5% ahead of Tuesday earnings as Oracle surges on $553B AI cloud backlog, S&P -0.41%
Advanced Micro Devices fell 5.3% ahead of its Tuesday Q1 earnings report as HSBC warned the stock would give up gains, while Oracle surged 4.9% after Wedbush initiated coverage with an Outperform rating backed by a $553 billion AI cloud contract backlog.
Oracle climbs 6% and Intel breaks $99 as Nasdaq closes at record, SOXX +0.9%
Oracle (NYSE: ORCL) gained 6.47% on a Wedbush bull note while Intel (NASDAQ: INTC) extended its YTD rally to 153% on the Tesla 14A foundry deal. Datadog and Cloudflare both up over 6% into next Thursday's earnings. Nasdaq Composite closed at a fresh all-time high; SOXX +0.93%.
Alphabet rips 10% on Cloud beat as Meta tumbles 9% on capex shock, SOXX +2.5%
Alphabet rallied 9.96% to a record close on a Q1 blow-out led by Google Cloud +63%, while Meta tumbled 8.55% after raising 2026 AI capex to $125B-$145B. SOXX +2.5%, S&P +1.0%, Nasdaq +0.9%.
Intel and AMD power AI chip rally on Q1 blow-out, SOXX +2.6%
$INTC ripped +12.1% on a Q1 2026 blow-out (EPS $0.29 vs $0.01 expected, revenue $13.58B vs $12.42B). $AMD +4.3% on DA Davidson upgrade. $NVDA -1.8% into May 20 print. SOXX +2.6% as semis decouple from flat S&P.
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