AI Stocks Daily
9 articles in this category
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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