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Anthropic's new AI product sparks massive selloff in software stocks worldwide. Major tech companies see sharp declines as investors reassess AI disruption risks.
SanDisk stock is no longer just a NAND pricing trade. TECHi quote data and SanDisk filings show a $41.6B performance-obligation floor, AI data-center demand, and real valuation risk.
On Tuesday, the share of Micron Technology increased by over 5% as the investors became optimistic about a higher collaboration with Applied Materials, a
Dell Stock Technologies soared 62% in 12 months, driven by a $43B AI server backlog and record Q4 results. Explore what's behind the rally and what FY27 guidance means for investors.
Lumentum jumped 12% to $794.30 on Meta's 14-gigawatt compute memo and is up ~115% in 2026. Inside the optics maker turning AI's bandwidth crunch into records.
The U.S.-UAE AI chip deal boosts Nvidia stock as the company secures a $10B export license, expanding its AI dominance and global geopolitical influence.
Marvell stock jumps 10% after Microsoft backs its Maia300 AI chip. Analysts see $12B revenue ahead, making Marvell a key AI hardware player.
Alibaba stock rose nearly 9% after the company announced a $53 billion boost to its artificial intelligence investment. Explore how this move positions Alibaba as a leader in global AI and tech infrastructure.
Meta unveiled a photorealistic AI of Mark Zuckerberg for 79,000 employees. META at $629.86 with 41% margins. Why this signals a $135B AI platform pivot.
NetApp reports Q4 FY26 after the close. Here is the NTAP stock setup, live quote data, Q4 guidance, AI storage thesis, and tomorrow scenarios.
Sandisk stock is riding AI storage demand, but $511M in customer advances raises a sharper question: moat or pull-forward trap?
Oracle shares fell 4% after announcing a $45-50B AI infrastructure investment. Bondholders sue over disclosure failures as investors question AI spending returns.
