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AI Trade Rebounds After Oracle Funding Jitters Trigger Tech Selloff

Investors weigh funding strains against fresh signals of hot chip demand.

OpenAI Strikes Multi-Year AMD Deal for Up to 6 GW of AI GPUs, With Option for ~10% Stake

Micron Tops Estimates and Raises Outlook on AI Memory Demand

Marvell's AI-Fueled Quarter Meets Market Jitters as Flat Data-Center Outlook Follows and Broadcom Secures Big Custom-Chip Win

US Launches 10%–50% Reciprocal Tariffs, Doubles India Duty to 50%