AI Stocks Daily
50 articles in this category
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%.
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.