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AI-Hardware Stocks Plunge After Reports of Hyperscaler Overcapacity

The selloff highlights valuation risk and rising component costs that could slow future server orders.

Intel Shares Plunge as 18A Yield Delays Undermine Foundry Comeback

Lam Research Rallies to Record High as Brokers Lift Price Targets

NuScale Extends New-Year Rally as House Sets Hearings on Nuclear Push

Applied Digital Secures $100 Million Macquarie Facility for AI Data-Center Development

Lucid Hits Record Low as Executives Tout Cash Runway and Gravity Ramp

USA Rare Earth Jumps 13.9% on William Blair Outperform Rating

FDA Accepts Replimune’s Resubmitted RP1 Melanoma Filing, Sets April 2026 Decision

Oklo Shares Set Fresh Record Near $194 Before Reversing on Wednesday

Canaan Lands 50,000-Plus U.S. Bitcoin Miner Order as Shares Jump About 25%

Sandisk Jumps to Record After Citi Lifts Price Target to $125

Fluence Wins Poland Battery Deal From DRI/DTEK as Shares Rise 9.5%

Rigetti Shares Set Record High on AI Rally and Quantum Policy Buzz