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AMD Raises Multi‑Year Targets, Pitches $100 Billion Data‑Center Ambition as Shares Jump

Investors pivot to Nvidia’s upcoming results for signs the AI spending surge can sustain AMD’s upgraded outlook.

SoftBank Sells Entire Nvidia Stake for $5.8 Billion to Back OpenAI and AI Infrastructure

Palantir Rebounds After Blowout Quarter as Valuation Fight Intensifies

ARK Invest Trims Tesla, Deploys Capital to Pony.ai, TSMC and Baidu

SoftBank Doubles Quarterly Profit on OpenAI Gains, Sells Entire Nvidia Stake to Fuel New AI Bets

AMD Beats in Q3 as AI Systems Strategy Gains Traction

AI Stocks Slide as U.S. Halts Nvidia China Chip Sales and Beijing Tightens Data‑Center Rules

Palantir Stock Falls After Blowout Quarter as Valuation Worries and Burry Bet Bite

Qualcomm Beats Estimates, Lifts Outlook as Tax Hit Obscures Bottom Line

AMD Tops Q3, Raises Q4 Outlook on Data-Center Strength

Trump Bars Foreign Access to Nvidia’s Top Blackwell AI Chips as Company Tops $5 Trillion

Big Tech Ramps AI Spending Again, Pushing Annual Capex Past $350 Billion

Seagate Surges on AI-Driven Beat and Strong Outlook, Signaling a Storage Rebound

Qualcomm Unveils AI200 and AI250 Data-Center Accelerators as Shares Surge

Banks Lift AI Chip Revenue Outlook as U.S. Blackwell Output Starts and Multiyear Deals Expand

Nvidia Tightens Grip on AI Infrastructure as Financing, Deals and Upgrades Mount

Piper Sandler Raises Palantir Price Target to $201 Despite Valuation and Legal Scrutiny

Sandisk Hits Record High After Wave of Price-Target Hikes

Navitas Ties GaN/SiC Chips to Nvidia’s 800V AI Plan as Shares Hit Records