Chipmakers, hyperscalers, and the AI infrastructure trade.
The Mag 7 results are in. Alphabet jumped almost 7% after hours. Meta tanked as much as 10%. Microsoft barely moved.
Apr 30, 2026Alphabet surged 6% after hours. Meta fell 7%. Same spending thesis, same night, two very different verdicts from Wall Street.
Apr 30, 2026After the bell tonight, Microsoft, Alphabet, and Meta all report earnings. Amazon reports too. Together these four companies are spending more than half a trillion dollars in 2026 on AI buildouts. Tonight, Wall Street finds out if any of it is paying off yet. Nvidia, sitting at a $5.2 trillion market cap, hangs in the balance.
Apr 29, 2026GM crushed a $2.62 consensus by 41%. Now Powell chairs his last FOMC and four Mag 7 names report after the close.
Apr 29, 2026Nvidia closed at a new record high yesterday and the market cap is now above $5 trillion. Alphabet reports tonight after the bell. Meta reports Wednesday. The next 48 hours could decide whether the AI rally rolls on or stalls. Here is what is new and what to watch.
Apr 28, 2026The AI trade is shifting again. Today the leadership moved from the usual GPU names to CPUs and analog chips. Intel hit a record. Texas Instruments had its biggest gain in 25 years. Here is what changed and what it means for your portfolio.
Apr 27, 2026China's DeepSeek released its V4 preview today. It claims to do more with less, which is the same pitch that shook US chip stocks last year. Here is what is new and why it matters for your portfolio.
Apr 24, 2026Two large AI deals landed Monday. Amazon said it will put up to $25 billion into Anthropic. Nvidia agreed to take Groq's assets for about $20 billion and hire its CEO.
Apr 22, 2026John Ternus takes over September 1. UnitedHealth, GE Aerospace, and RTX all report before the bell. The ceasefire expires tomorrow.
Apr 21, 2026The AI chip trade split into new winners on Monday. Marvell rose 5.8% on reports of custom chip talks with Google. BlackBerry jumped more than 13% on an expande…
Apr 21, 2026OpenAI's CEO and CFO are publicly at odds. Anthropic is targeting October. And the combined raises could top $150 billion.
Apr 6, 2026Taiwan Semiconductor reported Q1 2026 earnings that beat Wall Street on almost every line. Profit jumped 58%. Revenue jumped 35%. Gross margin hit 66.2%. The company then raised its full-year forecast. TSMC makes the advanced chips that power every major AI system in the world. When TSMC beats and raises, the whole AI trade gets a read-through. Here is what the report says about the rest of 2026.
Apr 17, 2026TSMC printed a record $35.76 billion overnight. Abbott and Pepsi walk in before the bell. Netflix and Schwab land after the close.
Apr 16, 2026Nvidia's Blackwell AI systems are now sold out through the middle of 2026. The order backlog gives Nvidia revenue visibility that stretches into 2027. That is the headline. The bigger picture is that Big Tech is pouring money into AI chips faster than the supply can keep up.
Apr 14, 2026AI stocks are no longer moving as a group. The companies that build AI hardware are surging. The companies that spend billions on AI software and infrastructure are struggling. This split is the defining story of the 2026 market so far.
Apr 14, 2026Here's Why AI Investors Shouldn't Panic.
Apr 13, 2026Google dropped a bombshell on the AI chip world. Its new TurboQuant technology cuts AI memory needs by 6x. Memory stocks sold off hard. But many analysts say the market got this one wrong.
Apr 13, 2026