AI stocks fall with South Korean memory-chip maker Samsung Electronics setting the tone for the broader market.
AI
BofA Securities projects all three hyperscalers will spend upwards of $140 billion each in 2026 to support the data-center buildout.
Amazon is returning to the bond market with a multitranche debt offering as strong investor demand keeps borrowing costs low while the company continues investing heavily in AI infrastructure.
The announcement comes after Palantir Technologies stock fell 25% in June, marking its worst month since February 2021.
The memory storage stock has fallen 23% over the past three trading days and is down again Tuesday.
The tech rally has gone cold. Whether it freezes or thaws is the market’s next question.
The tech rally is looking tired heading into second-quarter earnings season.
Nvidia stock was headed for its lowest level since April on a report another customer is developing an in-house AI chip.
Brace for volatility as SpaceX joins the Nasdaq-100, Waller defends the Fed’s use of forward guidance, and more news to start your day.
AI stocks make up for lost ground after selloff.
The software sector is enjoying a rebound and Wall Street analysts have rarely been as bullish on Oracle as they are now.
Orchestration refers to coordinating tasks across different AI models. It’s taking on new importance as enterprises grow cautious with AI budgets.
After falling 14% in the previous five trading sessions, Micron stock closed up slightly on Monday.
Nvidia stock is sitting out the latest chip rally but Goldman Sachs sees reason to be optimistic.
SpaceX recently unveiled its design for the satellites that will do AI computing in orbit.
The stock has been weak lately, along with shares of other waste haulers, because investors want more AI in their portfolios and less garbage.
AMD stock is near the top of the S&P 500 as investors return to chip stocks after last week’s selloff.
Solstice Advanced Materials is buying Element Solutions for $14.5 billion.
Tesla expands its self-driving cab service.
It’s a big test for semiconductor rally.
TeraWulf stock rises after the data-center operator announces a 20-year lease agreement with AI start-up Anthropic.
Apple’s new foldable iPhone is coming but sales at scale may not be until 2027, says a top industry analyst.
Intel is among the chip stocks rising Monday as technology names rebound and investors look ahead to the start of earnings season.
Broadcom will supply Apple with custom AI processors through 2031.
The chip sector has had a rough start to the second half of the year but it’s time to buy the dip, according to J.P. Morgan analysts.