AI Stocks Daily
50 articles in this category
CrowdStrike and Tesla Lead AI Security Surge as Alibaba Slides on Revenue Miss, SOXX +0.5%
CrowdStrike Holdings surged 5.8% after reporting its best-ever fiscal quarter on AI-driven cybersecurity demand, while Tesla jumped 5.5% on autonomy catalysts. Alibaba slid 4.1% as its fourth consecutive EPS miss continued to weigh on China AI sentiment.
ARM and Chip Stocks Pull Back on Tariff Fears as ServiceNow, Amazon Lead AI Software Surge
ServiceNow crossed $1 billion in AI annual contract value as enterprise software names surged Friday, while the SOXX index dropped 3.2% on semiconductor tariff expansion fears. ARM fell 6.3%, ACMR plunged 7.5%, and NVDA slid 4.6% as the chip complex bore the brunt of the sell-off.
Salesforce and CrowdStrike lead AI security stocks on earnings blowout, SOXX +2.0%
Salesforce surged 22.6% and CrowdStrike jumped 20.5% Thursday after both reported fiscal Q2 results that sharply beat estimates, driving the broadest single-session gain in AI security names in more than a year. Palo Alto Networks gained 12.8% in sympathy, ServiceNow added 10%, and Nvidia climbed 8.7% as the S&P 500 rose 0.72% and SOXX gained 2.0%.
ARM Holdings and Oracle power AI stock gains as Nvidia earnings loom
Arm Holdings surged 3.93% and Oracle advanced 2.84% to pace the AI equity complex on August 26, as Bank of America raised its ARM price target and Oracle's AI cloud backlog held firm. Nvidia eased 1.59% ahead of its fiscal Q2 earnings due after the bell; Super Micro slid 2.78% on a Taiwan export-scheme indictment.
Super Micro and AMD Power AI Chip Rally Ahead of Nvidia Earnings, SOXX +1.56%
Super Micro Computer surged 9.35% and AMD gained 4.91% after a Raymond James Strong Buy upgrade, leading AI chip stocks higher as markets positioned ahead of NVIDIA's quarterly earnings due Wednesday. The SOXX semiconductor ETF advanced 1.56% while Palo Alto Networks and CrowdStrike pulled back 3.1% and 2.8% respectively on cybersecurity sector rotation.
Micron and MongoDB Sink as AI Chip Complex Buckles Before Nvidia Earnings, SOXX -2.67%
AI chip stocks tumbled Monday as Micron faced Netlist patent headwinds and investors braced for Nvidia earnings Wednesday. Hyperscalers Meta, Amazon, and Alphabet defied the selloff, diverging from semiconductors by the widest margin in weeks.
Alibaba tumbles on earnings miss as Tesla robotaxi win and Cloudflare agent surge lift AI stocks
Alibaba slid 8.6 pct on a fiscal Q1 earnings miss as AI capital spending ran 4.5 times faster than new cloud revenue growth. Tesla jumped 5.1 pct on Nevada's 5,000-vehicle robotaxi approval and Cloudflare gained 5.1 pct after AI-agent traffic crossed 50 pct of network volume.
CrowdStrike and Cloudflare Lead Cybersecurity Drop as Micron Outperforms
CrowdStrike fell 5.6% after Axios reported departing CTO Elia Zaitsev is launching an AI venture fund, dragging fellow cybersecurity names lower. Micron Technology rose 4.0% on AI inference memory demand, helping SOXX hold positive at +0.52% as the S&P 500 slipped 0.87% on rising bond yields.
ServiceNow and Salesforce power AI software stocks higher as chip names retreat, SOXX -2.2%
ServiceNow surged 6.5% after its AI agent products crossed $1 billion in annualized contract value, lifting Salesforce and other enterprise-software names. The chip-equipment cohort fell sharply, with ACM Research and Dell among the biggest losers as institutional traders trimmed ahead of Nvidia's August 26 earnings.
Baidu and CoreWeave Lead AI Selloff as 30-Year Treasury Yields Hit Multi-Year Highs
AI chip stocks fell sharply Tuesday as the 30-year Treasury yield climbed to 5.32 pct, sending SOXX down 4.96 pct and pushing Baidu and CoreWeave to double-digit losses. monday.com surged 5.65 pct on an earnings beat, leading a narrow countertrend rally in enterprise AI software.
Applied Materials and ACM Research lead chip equipment rally on AI demand, SOXX +1.6pct
Chip equipment names dominated Monday as Applied Materials posted record Q3 revenue of $9.12 billion, ACMR surged 6.49pct and Teradyne rose 5.81pct. SOXX climbed 1.58pct while the S&P 500 slipped 0.52pct in a decisive rotation from AI software into AI hardware.
AMD and Ouster lead AI stock gains as Broadcom and monday.com retreat
Advanced Micro Devices surged 6.5% and Ouster climbed 7.9% on Friday as AI chip demand and a Utah traffic-AI contract win drove gains. monday.com fell 7.2% on a workforce cut and weak Q3 guide; Broadcom shed 5.9% in profit-taking.
monday.com and MongoDB power enterprise AI software surge as inflation cools
Enterprise AI software stocks surged on August 13, 2026, as monday.com gained 9.7%, MongoDB climbed 7.9%, and Cloudflare added 6.2% on a wave of earnings beats and soft producer-price data that pushed the S&P 500 to a record close of 7,798.99. Agentic AI adoption is reshuffling sector leadership, with enterprise SaaS names outpacing semiconductor hardware in the short run.
CoreWeave and Super Micro surge on AI infrastructure earnings, SOXX +2.3%
CoreWeave and Super Micro each surged roughly 19% Wednesday after blowout earnings validated surging AI infrastructure demand. Dell climbed 10% on positive read-through, while the SOXX semiconductor ETF gained 2.3% and the S&P 500 added 0.3% on cooler July CPI data.
Ouster surges 7% on traffic-tech contract win as Datadog slides on profit-taking, SOXX +0.9%
Ouster jumped 7% after Econolite won a major Utah DOT contract deploying BlueCity traffic-sensing technology across 160 new intersections. Semiconductor equipment diverged from a soft broader market, with ASML and Teradyne both adding nearly 4%, while Datadog slid on profit-taking despite a strong Q2 beat.
Palo Alto and CrowdStrike hit records as AI agent hacks fuel cybersecurity rally, SOXX -2.55%
Cybersecurity stocks swept to all-time highs Monday as Black Hat 2026 revealed autonomous AI agents actively hacking enterprise systems. Datadog jumped 11.48% in a post-earnings recovery, Palo Alto Networks and CrowdStrike hit records, while chip stocks broadly sold off with SOXX down 2.55%.
Palantir and SoundHound power enterprise AI rally on earnings beats, SOXX +2.0%
Palantir Technologies and SoundHound AI led the AI stocks universe on August 7, 2026, rising 10.3% and 13.3% respectively on earnings beats. The SOXX semiconductor ETF gained 2.0% as a weaker July jobs report eased rate concerns and lifted the Nasdaq 1.3%.
Datadog Plunges 19% on Earnings as SoundHound Surges on Record Q2
Datadog fell 19% on August 6 after free cash flow margins contracted to 25% despite a record Q2 revenue beat, a textbook sell-the-news reaction on earnings day. SoundHound AI surged 10% on record quarterly revenue and raised full-year guidance, while ARM Holdings extended its post-earnings climb to $286.
AMD drops 7% on Q2 sell-the-news reaction, NVIDIA gains 3.4% for its fourth straight session
Advanced Micro Devices fell 7% on Wednesday despite beating second-quarter estimates, while NVIDIA Corp. surged 3.4% for its fourth consecutive session, splitting the AI chip sector. SOXX slid 2.1%, the Nasdaq fell 0.8%, and the S&P 500 dipped 0.2%.
Palantir soars 29%, ARM jumps 17% on earnings beats as AI stocks sweep to record highs
Palantir Technologies surged 29.45% on a blowout Q2 earnings beat and Arm Holdings jumped 17.36% on guidance upgrades, lifting SOXX 6.8% and pushing the S&P 500 to a record close. AI chip stocks had their broadest rally session of 2026.
CoreWeave and Oracle power AI infrastructure surge as hyperscalers sweep Monday rally
CoreWeave surged 19.5% on Monday as lenders restructured its $8.5 billion debt facility and Truist upgraded the AI cloud provider to Buy. Oracle jumped 9.2% on full-year cloud momentum while the Nasdaq gained 2.1% to 25,913 as easing geopolitical tensions drove one of the strongest sessions in weeks for AI stocks.
Amazon and Alphabet power AI cloud rally as AWS Q2 crushes estimates, Nasdaq up 1%
Amazon.com's Q2 AWS revenue beat (+37% YoY, $42.2B) triggered the biggest hyperscaler rally of 2026, sending AMZN up 15.3% and lifting Alphabet, Microsoft, and Meta. SOXX closed flat as memory chips lagged the broader AI cloud surge.
Microsoft Azure crosses $100 billion and Lam Research earnings power AI chip surge, SOXX +8.5%
Microsoft's fiscal Q4 blowout showed Azure growing 43% to cross $100 billion, triggering SOXX's best session in over a year at +8.5%. CoreWeave surged 21.5% on the AI-cloud read-through while Meta Platforms sank 7.9% on a Q2 earnings miss driven by legal charges and AI cost overruns.
Micron and Applied Materials lead AI chip rout on Fed rate hold, SOXX -5.4%
AI chip stocks cratered Wednesday as the Federal Reserve held rates but signaled rising inflation risk, sending SOXX down 5.4% and the Nasdaq into correction territory. Enterprise SaaS names including Datadog (+5.3%) and ServiceNow (+4.7%) diverged sharply to the upside.
ServiceNow and monday.com power enterprise AI rally while chip stocks crater, SOXX -4.8%
Enterprise AI software surged Tuesday as ServiceNow and monday.com led a sharp rotation out of chip stocks, with SOXX plunging 4.80%. AMD fell 8.15% ahead of August 4 earnings, Micron shed 8.85%, while NOW +4.79% and MNDY +6.08% anchored the enterprise AI trade.
ServiceNow and monday.com lead enterprise AI surge as chip stocks crater, SOXX -6.4%
ServiceNow surged 14.8% and monday.com jumped 14.4% on Monday, leading enterprise AI software sharply higher after a Q2 earnings beat and AI-focused restructuring. AI chip stocks cratered, with SOXX falling 6.35% as Teradyne, Micron, and ASML led the semiconductor rout.
ServiceNow jumps 7% on Q2 beat as ARM and Intel tumble; chip equipment selloff sends SOXX down 4.4%
ServiceNow surged 7.4% on a strong Q2 earnings beat while Intel fell 8% despite record revenue, as capex expansion plans rattled investors. ARM slid 8% ahead of its July 29 report and chip equipment stocks extended a month-long rout, sending SOXX down 4.4%.
Tesla and Alphabet drag mega-cap AI lower on earnings; profit miss meets capex shock, Nasdaq -2.2 pct
Tesla plunged 14.5 pct and Alphabet fell 7.1 pct after their Q2 earnings reports revealed deepening margin pressure from AI infrastructure spending. Super Micro extended its record-orders rally, Intel delivered a blowout beat after the close, and Oracle touched a 52-week low as free cash flow concerns spread across the hyperscaler group.
Super Micro and Dell surge on AI server backlog as enterprise software retreats ahead of earnings
Super Micro Computer surged 19.84% on a record $60 billion order backlog while Dell Technologies jumped 9.32% after raising fiscal 2027 guidance. Enterprise software names retreated sharply, with ServiceNow off 6.47% ahead of earnings and Palantir down 6.10%.
Intel and AMD surge ahead of earnings as semiconductor equipment rally lifts SOXX 5.5%
Intel surged 8.64% and AMD jumped 8.11% on pre-earnings momentum ahead of Intel's Q2 report on July 23 and AMD's Advancing AI 2026 event, driving the iShares PHLX Semiconductor ETF to its best session in weeks. SOXX closed +5.45%, the Nasdaq gained 1.29%, and the S&P 500 added 0.89%.
Oracle and Dell weigh on AI sector as markets brace for Alphabet and Tesla earnings, SOXX +0.45pct
Oracle Corp. and Dell Technologies led the AI sector lower Monday, falling 3.98 pct and 3.65 pct as investors trimmed positions ahead of Alphabet and Tesla Q2 earnings due Wednesday. MongoDB surged 3.53 pct on a Needham price target raise to $430; SOXX edged up 0.45 pct.
Applied Materials leads chip equipment rout as Moonshot AI renews AI capex fears; Oracle and Cloudflare hold, SOXX -1.6pct
Applied Materials fell 5.6 pct on Friday after Chinese AI startup Moonshot published a foundation model rivaling US systems, reigniting fears about AI infrastructure spending. Cloudflare and Oracle were among five advancers in the 25-stock universe while SOXX dropped 1.6 pct and the Nasdaq slid 1.4 pct.
Super Micro leads AI chip rout as Alphabet Gemini delay rattles sector, SOXX -4.5pct
Super Micro Computer plunged 8.2 pct and the SOXX semiconductor ETF fell 4.5 pct on Thursday as a Bloomberg report that Alphabet was behind schedule on Gemini 3.5 Pro deepened AI sector anxiety. Salesforce bucked the trend, rising 3.4 pct on Agentforce momentum.
Dell leads AI hardware rout on overcapacity fears as Alphabet and Oracle rally, SOXX -2.2pct
Dell Technologies tumbled 9.8 pct Wednesday on AI overcapacity fears tied to reports that Meta Platforms is planning to lease surplus AI training capacity, while Alphabet, Meta, and Microsoft advanced on a softer-than-expected June Producer Price Index; SOXX fell 2.23 pct.
CrowdStrike and Dell power AI security and infrastructure rally as soft CPI lifts semis; Arm retreats ahead of earnings, SOXX +2.6%
CrowdStrike surged 12 pct and Dell Technologies climbed 7 pct on Tuesday as a softer-than-expected June CPI reading revived confidence in AI security and infrastructure stocks. SOXX gained 2.6 pct to 567.92 while Arm Holdings fell 6 pct ahead of its July 29 earnings report.
Arm and Intel lead chip rout as Iran tensions hit semis; Salesforce gains on Guggenheim upgrade, SOXX -4.77%
Arm Holdings tumbled 7.6% and Intel fell 6.1% as U.S.-Iran tensions and a SK Hynix debut collapse hammered semiconductor stocks Monday, sending SOXX down 4.77%. Salesforce surged 4.84% on a Guggenheim Securities upgrade calling AI demand fears overblown.
Meta surges 6% on AI cloud launch as Nvidia gains on UAE chip deal; Datadog falls on downgrade
Meta Platforms surged nearly 6% after revealing its AI cloud service, while Nvidia gained 4% on UAE export relief. Datadog dropped on a Bernstein downgrade and CrowdStrike retreated on post-split volatility.
Arm and AMD power semiconductor rally on Wall Street upgrades, SOXX +3.5%
Arm Holdings surged 9.2% and AMD gained 5.66% as Wall Street analysts lifted price targets across the semiconductor sector, pushing the SOXX ETF 3.5% higher. The Nasdaq Composite added 1.3% to 26,206 as broad chip strength offset losses in software names Salesforce and Palantir.
Broadcom and Super Micro lead AI chip rebound as Palo Alto retreats from record high, SOXX +1.87%
Super Micro Computer surged 7.3 percent and Broadcom climbed 4.8 percent on Tuesday as the semiconductor sector rebounded, with SOXX gaining 1.87 percent. Palo Alto Networks led the decliners, dropping 4.9 percent after reaching an all-time high the prior week.
Chip stocks slide as Samsung sell-off ripples into Intel and Lam Research; Cloudflare surges 8.6%
Intel Corp. fell 9.7% and the SOXX dropped 5.1% on Tuesday as Samsung Electronics' blowout preliminary second-quarter results triggered profit-taking in Seoul that spread through US semiconductor stocks. Cloudflare surged 8.6% as investors rotated into enterprise software, recovering part of its May losses.
Tesla and AMD lead AI sector rally as Dell surges on Trump endorsement, SOXX +2.68%
Tesla and Advanced Micro Devices each surged more than 6 pct on Monday as the AI equity complex returned from the Independence Day break with broad-based buying; Dell Technologies jumped 4.4 pct after President Trump publicly urged Americans to buy its computers.
CrowdStrike and Meta lead AI software surge as Bank of America's bubble call hammers semiconductor stocks, SOXX -6.4%
CrowdStrike surged 10.2% on a Wells Fargo upgrade and stock split confirmation while Meta jumped 8.8% on cloud monetization plans; Bank of America's bubble risk warning sent chip equipment stocks down as much as 10%, with SOXX losing 6.4% on the first trading day of the second half of 2026.
AMD and Intel power AI chip rally as Wall Street upgrades accelerate CPU-for-inference trade, SOXX +4.3%
Advanced Micro Devices surged 7.7% and Intel gained 6% on Tuesday as a wave of Wall Street analyst upgrades drove the broadest semiconductor rally in weeks. The VanEck Semiconductor ETF closed up 4.3%, capping what is set to be the best quarter for AI chip stocks in six years.
Applied Materials and Lam Research lead chip equipment rebound on AI memory demand; Super Micro tumbles 8% on Taiwan raids, SOXX +4.1%
Applied Materials and Lam Research led chip equipment stocks sharply higher Monday on new AI memory chipmaking systems and multiple analyst upgrades, while Super Micro Computer tumbled 8% after Taiwanese authorities raided facilities linked to alleged Nvidia chip smuggling into China.
ServiceNow and Snowflake surge on enterprise AI rotation as chip equipment retreats, SOXX -5.6%
Enterprise software staged a decisive rotation above chip-equipment stocks on Friday, with ServiceNow, Snowflake, Datadog, and MongoDB each surging 7-10% on AI spending momentum. Applied Materials and Lam Research fell sharply in post-Micron profit-taking, pulling the SOXX semiconductor ETF down 5.64%.
Applied Materials and Lam Research lead chip equipment surge on Micron's blowout quarter, SOXX +3.94%
Micron Technology's third-quarter beat drove chip equipment stocks to their biggest single-day gains in months, with Applied Materials surging 13% and Lam Research gaining 7%. Enterprise software continued to reprice, with Palantir hitting a 52-week low as the S&P 500 closed flat and SOXX rose 3.94%.
MongoDB falls 6% and Oracle slides on AI software profit worries; Micron results due after the bell
MongoDB fell 5.8% and Oracle shed 4.6% on Wednesday as investors questioned near-term AI software earnings visibility. Dell Technologies bucked the selloff, gaining 1.5% on continued AI server demand, while Micron's after-hours earnings loomed as the session's biggest follow-on catalyst.
ARM Holdings and chip-equipment stocks lead global semiconductor rout on South Korea market crash and rate fears, SOXX -7.88%
ARM Holdings plc tumbled 10.1% Monday as South Korea's KOSPI collapse and a Bank of America rate-hike warning triggered the AI semiconductor sector's sharpest single-session rout in months. SOXX fell 7.88% while enterprise software names ServiceNow, Cloudflare, and Salesforce posted gains of 2-3%.
Super Micro surges 16% while Alphabet and Palantir fall as chip equipment parts ways with hyperscalers, SOXX +2.4%
Super Micro Computer surged 15.7% Monday on AI server revenue of $10.24 billion, up 122.7% year over year. The SOXX semiconductor ETF gained 2.4% while the Nasdaq slipped 1.3%, as chip equipment names diverged sharply from Alphabet, Palantir, and Oracle, which fell 5-7% on regulatory and valuation pressure.
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%.