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Stock Performance

Micron Posts Record Quarter, Lifts Outlook as Shares Fall on Higher Capex

Investors balk at a stepped-up multiyear capex plan that lifts 2026 spending above $25 billion.

Nvidia Tightens Grip on AI Supply Chain as TSMC’s Top Customer, Backlog Grows

Alphabet Jumps as Meta Weighs Google TPUs, Pressuring Nvidia

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

Alibaba Secures China Unicom for AI Chips as SMIC Trials Homegrown Lithography