AI Stocks Daily
5 articles in this category
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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