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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.

AI Stock Picks Today: DELL, PLTR, ORCL Trade Ideas - August 27, 2026

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.

AI Stock Picks for August 20, 2026: NVDA, CRM, NOW and AVGO Trade Ideas

Eight AI stock and options trade ideas for August 20, 2026: NVDA pre-earnings long (conviction 9/10), CRM JPMorgan breakout, NOW Wells Fargo upgrade, AVGO short on BofA debt warning, and more.

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.

AI Stock Picks Today: NVDA Pre-Earnings Long, AMD Breakout, MU and Short Ideas - August 18, 2026

AI Stock Picks Today: MU, AMD, CRWV Trade Ideas for August 17, 2026

Eight short-term AI stock trade ideas for August 17, 2026: MU LONG on a New Street $1,250 analyst upgrade, AMD breakout on MI450 catalyst, CRWV AI cloud bull post-earnings, plus options plays and two shorts. Each idea includes entry, stop, target, conviction and risk scores.

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.

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.

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%.

AI Stock Picks Today: PLTR, AMD, AVGO Trade Ideas for August 5, 2026

Palantir Technologies jumped 29 pct after reporting 93 pct revenue growth and raising its full-year outlook. AMD rose 7 pct on a strong beat and the Helios AI rack launch. The SOXX semiconductor ETF surged 6.8 pct. We score 8 short-term trade ideas with entry, stop, target, conviction, and risk ratings.

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.

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%.

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.

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%.

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 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.

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.

Broadcom Stock Drops on Disappointing AI Chip Outlook

Broadcom Inc. stock dropped significantly after the company issued a disappointing outlook for its AI chip business, missing market expectations for future demand.

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.

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.

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 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.

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%.