#SMCI

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.

AI Stock Picks Today: AMD, NVDA, MU Trade Ideas for August 26

8 short-term AI stock trade ideas for August 26, 2026: AMD long on a Strong Buy upgrade to $641, NVDA weekly $220 calls into tonight's earnings, MU as the HBM read-through, and SMCI after the Cisco partnership announcement. Full scoreboard with conviction, risk, and probability scores.

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.

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.

AI Stock Picks Today: NVDA, DDOG, CRWV - 8 Trade Ideas for August 13, 2026

Eight short-term AI stock trade ideas for August 13, 2026. NVDA long into earnings, DDOG short on customer concentration risk, plus CRWV, DELL, SMCI, and ORCL. Conviction scores, stops, and targets included.

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.

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%.

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.

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%.

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.

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%.

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.

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.

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.

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.

New on StartupHub: AI stocks daily, Nvidia, Broadcom, AMD recap every market close

StartupHub.ai now publishes a daily AI-stocks recap, automatically generated 30 minutes after every NYSE close. 25 tickers, end-of-day data, named-source context, TradingView embeds.