Berkshire Bets Big on Alphabet; Anthropic Eyes $2T IPO
Berkshire Hathaway added $17 billion to its Alphabet stake, making Google's parent its third-largest equity holding.
AI stock news.
One original article published each day, covering what moves AI stocks: chip earnings, cloud capex, export controls, and the broader AI investment cycle.
RSS feedAugust 2026
Azure Tops $100B, Applied Materials Drops on Earnings
Microsoft's Q4/FY2026 results show Azure crossing $100B in revenue, validating AI cloud monetization.
Cerebras Raises Targets, SMCI Lifts Nvidia, AI Bonds Loom
Cerebras Systems raised its annual targets citing strong AI chip demand, while Supermicro's upbeat Q2 report sent both SMCI and Nvidia higher on Wednesday.
Intel's $15B Dilution, Norway's AI Windfall, SpaceX's AI Pivot
Intel shares dropped 5% after a $15 billion stock offering, while Norway's sovereign wealth fund booked $184 billion in first-half gains partly driven
Nvidia's $500B AI Financing Push and Microsoft's Maia 300 Chip
Nvidia is partnering with seven Wall Street firms to raise over $500 billion for AI infrastructure, while Microsoft plans to unveil its Maia 300 chip as soon
TSMC July Revenue Jumps 45%, Chip Stocks Rally
TSMC posted NT$467.58 billion in July revenue, a 44.7% year-over-year surge driven by AI chip demand, lifting chip equipment stocks and reinforcing the bull
SMCI's $14B Cash Gap, AMD-Taalas Close, SpaceX Lock-Up
Super Micro Computer heads into Q4 earnings with a $7.56B negative cash flow and rising inventories despite 72% revenue growth year-to-date.
Nvidia's $3B Lancium Bet, Palantir's 93% Growth Doubted
Nvidia is set to invest up to $3 billion in power infrastructure developer Lancium, securing a 20% stake.
AMD Buys Taalas, Nvidia Trims Rubin Ultra: Aug. 7
AMD acquires inference chip startup Taalas and beats Q2 estimates, while Nvidia tests leaner Rubin Ultra GPUs as an HBM shortage threatens 2027 supply.
Anthropic Builds Chips, Meta AI Hacks, Nvidia Eyes Aug. 26
Anthropic has launched an in-house chip team, joining a growing push by AI labs toward custom silicon to reduce token costs.
Palantir Surges, AMD Stumbles, SpaceX Float Looms
Palantir posted 93% revenue growth and its largest-ever full-year guidance raise, while AMD beat Q2 estimates but fell ~9% after its outlook disappointed
Burry Wins Chip Bet, ON Semi Jumps, TSMC N3 Tightens
Michael Burry's short on the iShares Semiconductor ETF paid off as the fund tumbled 21% in July, while ON Semiconductor surged 7.6% after beating Q2 estimates
Olix's $3.3B Chip Round Leads a Volatile AI Monday
UK chip startup Olix closed Europe's largest semiconductor VC round at a $3.3 billion valuation, while Korean memory stocks gave back Friday's historic gains
AI Earnings Diverge: Microsoft Rewarded, Meta Penalized
Investors are splitting AI-linked stocks by demonstrated returns this earnings season, lifting Microsoft on Azure's 43% growth while punishing Meta
Azure vs. Google Cloud: AI Cost Battle Defines Q3 Outlook
Microsoft surged on Azure earnings while Alphabet was punished despite both doubling AI infrastructure spend, making the cost-efficiency question the defining
July 2026
Apple Slides 6%, Samsung Soars, SpaceX Braces: July 31
Apple fell 6% despite a record Q3 beat as margin and supply concerns overshadowed results, while Samsung posted a stunning 1,800% profit surge on AI chip
Microsoft vs. Meta: Why AI Spending Splits Wall Street
Wall Street rewarded Microsoft's AI spending this week while punishing Meta's, even as both posted strong revenue growth.
Memory Stocks Rout, Apple at $5T, SpaceX Slides: July 29
Semiconductor stocks continued their brutal July sell-off, with SK Hynix and memory names like Micron and Sandisk under pressure, even as Apple briefly crossed
AI Chip Sell-Off Deepens; Apple Tops Nvidia: July 28
A sharp sell-off in AI memory stocks sent SK Hynix down as much as 13% and Samsung down 11% on Tuesday, while Nvidia slipped 5% and Apple reclaimed the world's
Nvidia's $250B OpenAI Bet, CXMT Tops China, SMCI Scrutiny
Nvidia is reportedly in talks to guarantee $250 billion in financing for an OpenAI data center project totaling over $500 billion.
Intel Beats, SpaceX Stumbles, Korea's $950B Chip Deals: July 26
Intel's Q2 results confirm a genuine turnaround, but analysts warn the stock may already reflect the good news.
Samsung's $200B Broadcom Deal, Intel's AI Lift: July 25
Samsung locks in a $200 billion partnership with Broadcom through 2030, while Intel shares jump 6% on AI-driven revenue forecasts that still leave foundry
Nvidia's $1.5B Amkor Deal, AMD Ships Helios, Etched at $10.3B
Nvidia prepaid $1.5 billion to expand Amkor's U.S. chip packaging capacity, while AMD confirmed its Helios AI servers are in full production with OpenAI
Google Burns Cash, Oracle's AI Lease Risk, CXMT's $8.6B IPO
Alphabet reported negative free cash flow for the first time since its IPO as 2026 capex hits $205 billion, even as Q2 revenue beat expectations at $112.11
Supermicro Surges 17.5% on Margins; Wistron Opens $700M Texas Plant
Supermicro jumped 17.5% after hours despite Q4 revenue falling short of consensus, as investors focused on profitability signals rather than top-line growth.
Google's "Frozen v2" Chip and TSM's Doubling Run: July 21
Google is developing a custom AI chip codenamed Frozen v2, targeting six to ten times efficiency gains by 2028, while TSMC shares have doubled since one major
Intel +278%, TSMC's $100B Arizona Bet, Etched Eyes $20B
Intel stock surged 278% in the first half of 2026 on strong earnings and new chip deals, while TSMC commits another $100 billion to Arizona amid what it calls
SpaceX Hits All-Time Low; Intel-Google Chip AI Deal
SpaceX stock closed at $124, an all-time low below its IPO price, as short sellers pile in and valuation concerns grow.
Chip Bear Market Deepens as China AI Model Rattles Sector
Wall Street's semiconductor index has fallen more than 20% from its June peak, entering bear market territory after a powerful new Chinese AI model from
Chip Stocks Slip on AI Jitters; Nvidia Eyes Japan Robotics
Semiconductor stocks sold off Friday as a new Chinese AI model rekindled demand concerns, while Nvidia CEO Jensen Huang deepened Japan ties with robotics
TSMC Record Profit, ASML $2K Target, Apple Chip Hunt: July 16
TSMC is expected to post a record Q2 profit on surging AI chip demand, while ASML raises its 2026 forecast and plans a 30% capacity increase for the next two
Amazon Eyes $50B Chip Business; ASML Raises Guidance
Amazon CEO Andy Jassy flagged AI chip sales as a potential $50 billion business opportunity, while ASML raised guidance and IBM badly missed estimates
Apple Downgraded, Micron Defended, MSFT Valued: July 14
Analysts downgrade Apple on valuation and China risk while making bullish cases for Micron and Microsoft heading into earnings season.
SK Hynix Pulls Chips Lower; Alphabet, Meta Eye AI Spending
SK Hynix's US-listed shares fell nearly 8% on Monday as post-debut profit-taking spread across the semiconductor sector, dragging Micron down 5.1%.
Micron's $22B Commitments, SpaceX Slides 25%, Meta Chip Update
Micron secured $22 billion in customer commitments across 16 strategic agreements, locking in long-term AI memory demand as SpaceX shares drop 25% since its
Nvidia's $91B Target, Meta's Chip Timeline, Intel Backed
Nvidia's $91B revenue target holds firm despite unconfirmed Kyber delay fears, while Meta sets a September production date for its in-house AI chip.
SpaceX in Nasdaq 100, SK Hynix's $28B Record Debut
SpaceX joined the Nasdaq 100 after its June IPO, while SK Hynix raised $28 billion on Nasdaq, eclipsing Alibaba's 2014 record with a $1 trillion valuation.
Amazon's $25B Bond, SambaNova's $11B Raise, Meta's Iris Chip
Amazon tapped debt markets for $25 billion to fund AI infrastructure as SambaNova closed a $1 billion Series F at an $11 billion valuation.
Microsoft Upgraded, Broadcom Slides, Korean Chips Rattle
A Seeking Alpha upgrade argues Microsoft's AI capex fears are overblown, while Broadcom's 143% AI revenue surge failed to stop a 22% stock slide over the past
Samsung Record Profit, DeepSeek's Chip Push, SpaceX $190 Target
Samsung forecasts a record Q2 operating profit of 89.4 trillion won, up 1,181% year-on-year, as AI chip demand drives its best quarter ever.
Palantir, TSMC, and China's Nvidia Challengers: July 6
Palantir's AIP drives 133% commercial growth, Citi lifts TSMC's target 32%, and China's Biren raises $900M to challenge Nvidia on home turf.
Micron Record Q3, Broadcom Revisions, TSMC Credit Lift
Micron posts a record Q3 on AI data center demand, Broadcom racks up EPS upgrades, and TSMC's credit outlook strengthens. Here's what investors need to know.
SpaceX Lockup Clock, Nasdaq-100 Add, and Semis Beat AI Software ETFs
SpaceX insiders face a July 7 lockup unlock as the stock sits 25% off its peak, while semiconductor ETFs sharply outpace AI software funds over the past year.
Anthropic-Samsung Chip Talks Jolt Seoul; AI Capex Hits $400B
Anthropic's reported talks with Samsung to build custom AI chips sparked a Seoul market rebound, while hyperscaler capex tops $400B and a value fund exits…
Mag 7 Cracks, SK Hynix $64B Bet, SpaceX Gets Ives
June wiped $2.3 trillion from Magnificent Seven stocks as AI ROI doubts grow. SK Hynix commits $64B to chip plants while SpaceX earns its first Wall St…
Microsoft Dip, Oxmiq's $35M Raise, Korea Exports Surge
Microsoft trades near multi-year lows, Oxmiq raises $35M to cut AI chip costs, and South Korea posts its strongest export growth since 1978 on AI chip demand.
June 2026
AI Chip Stocks: Chipflation, Korea's $880B Plan, SpaceX IPO
Memory chip shortages hit cars and phones, South Korea pledges $880B in chip and AI investment, and Wall Street debates SpaceX's IPO valuation vs. Nvidia.
Scotiabank Cuts Oracle Target as Wells Fargo Lifts Qualcomm
Scotiabank trims Oracle's price target to $241 while Wells Fargo raises Qualcomm to $230. Here's what both moves signal for AI stock investors.
May 2026
NVIDIA's $150B Taiwan Bet, SpaceX IPO Cools, India Chips Rise
Jensen Huang names Taiwan the epicenter of AI, SpaceX trims its IPO valuation target, and Indian semiconductor startups hit meaningful design milestones.
Intel Surges 472% YTD While Nvidia Dips After Earnings
Intel shares are up 472% year-to-date while Nvidia slipped after its May 20 earnings report. Here's what both moves mean for AI chip investors.
SK Hynix Eyes Trillion-Dollar Status, SpaceX IPO Governance Fight
SK Hynix emerges as a trillion-dollar contender on AI memory demand, while SpaceX's IPO draws pension fund fire over Musk's governance structure.
Microsoft Agent 365 Targets AI Governance Gap
Microsoft's Agent 365 is now generally available as an enterprise AI control plane. Here's what it signals for cloud capex and the broader AI investment…
Microsoft Q3 2026 Earnings; Nvidia Lifts Asian AI Partners
Microsoft posts Q3 2026 results, Nvidia's physical AI push sparks rallies among Asian supply-chain partners, and Sam Altman extends an olive branch to Elon…
April 2026
Marvell and ASML Signal AI Supply Chain Health
Marvell's Nvidia partnership and ASML's shareholder call this week offer investors a read on where the AI chip supply chain stands heading into mid-2026.
MSFT Climbs 14.5% From April Lows as Cramer Eyes AMZN Edge
Microsoft shares recover sharply from 2026 lows while Jim Cramer argues Amazon holds a structural AI cloud advantage. What it means for investors.
Intel Joins Terafab, Samsung Profit Surges, Claude Targets Office
Intel signs on to Elon Musk's Terafab AI chip complex, Samsung posts record quarterly profits on AI demand, and Anthropic takes aim at Microsoft's Office…
Hon Hai Sales Rise 29.7%; Microsoft AI Hype Under Scrutiny
Foxconn parent Hon Hai posts strong Q1 sales on AI demand, while a deep dive into Microsoft's earnings calls questions whether Nadella's AI narrative matches…
March 2026
Arm AI Chip, Alibaba CPU, SpaceX IPO Update: Mar 29
Arm unveils an AGI-focused CPU with Meta and OpenAI backing, Alibaba targets agentic AI with a new chip, and SpaceX's IPO target hits $75 billion.
Nvidia China Approval, Micron Earnings, Tesla Fab: Mar 22
China clears Nvidia chip sales, Micron earnings arrive, Tesla eyes its own semiconductor fab, and Wall Street still sees major upside in AI hardware names.
Broadcom Targets $100B+ AI Chips; Amazon Eyes $42B Bond
Broadcom's $100B+ AI chip forecast draws near-unanimous analyst bullishness, while Amazon plans a massive bond raise to fund AI infrastructure. Here's what…
Broadcom's $100B AI Forecast, NVDA Margins, SpaceX IPO: Mar 8
Broadcom targets $100B+ in AI chip revenue by 2027, Nvidia posts 75% margins, and SpaceX's IPO bank lineup takes shape with Citigroup.
Pentagon Used Claude in Iran Strike; Nvidia Eyes 6G; AMD PT Lifted
Anthropic's Claude was used by U.S. Central Command during the Iran air operation despite a Trump ban, while Nvidia moves into 6G and Mizuho raises its AMD…
February 2026
Wedbush, Raymond James Back AI Spend as Nvidia Selling Continues
Wall Street analysts remain bullish on AI infrastructure spending, while a Pennsylvania congressman's repeated Nvidia sales highlight the gap…
Amazon Undervalued Signal Meets Microsoft AI Doubt
Wall Street flags Amazon as undervalued despite AI capex fears, while a new downgrade questions whether Microsoft is losing its AI leadership edge.
UBS Trims AMD Target; Goldman Holds NVDA at $250
Analysts at UBS, Truist, Goldman Sachs, and Barclays weigh in on AMD, Nvidia, and Microsoft this week, offering fresh signals on the AI chip and cloud…
Citi Holds MSFT Buy as Broadcom Rivals Nvidia on AI Growth
Citi reaffirms its Buy on Microsoft while a fresh Broadcom-vs-Nvidia comparison suggests the chip race is closer than markets may assume.
January 2026
Nvidia Retail Inflows, SpaceX IPO Banks, AI Chip Outlook: Jan 25
Retail investors poured $15B into Nvidia since July 2025, SpaceX lines up banks for a mega-IPO, and analysts stay bullish on AI chip stocks heading into 2026.
Goldman Puts $655 Target on MSFT as AI Lab Deals Widen
Goldman Sachs initiates Microsoft with a Buy and $655 target, while Nvidia extends its AI reach into lab workflows via a Thermo Fisher partnership.
UBS Lifts Micron Price Target to $400 on AI Memory Cycle
UBS raised its Micron price target from $300 to $400, citing management's confidence in the longevity of the AI-driven memory cycle. Here's what it means…
Nvidia's Major 2026 Move: What It Means for AI Chip Investors
Nvidia made a significant strategic move heading into 2026. Here's what it signals for AI chip stocks and the broader AI investment cycle.