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NVIDIA (NASDAQ:NVDA) shares rose in Thursday's session after CEO Jensen Huang forcefully pushed back against calls for an AI development slowdown, telling attendees at a Salesforce event that safety concerns should be addressed through engineering rather than new regulation. Huang separately told an AI …
The Lektra deal helps the stock rebound sharply from this week's AI-slowdown-driven selloff, which was sparked by several AI executives' public calls for a deliberate pause in frontier model development, a selloff that also pressured semiconductor names including Kulicke and Soffa (NASDAQ:KLIC) and Qorvo …
AMD (NASDAQ:AMD) shares surged in Thursday's session, rebounding sharply after last week's AI-slowdown-driven selloff, as chip stocks broadly rallied on renewed confidence in AI infrastructure spending. The rebound follows bullish analyst commentary reaffirming that CPU and GPUDemandcontinues to outpace supply, alongside AMD's own AI …
The rally helps the stock recoup ground lost during this week's broader AI infrastructure selloff, which was triggered by AI executives publicly calling for a slowdown in model development and exacerbated by rising Treasury yields following the Federal Reserve's rate hike. Shares had briefly …
The comments, welcomed publicly by Chief Executive Officer Brian Armstrong, are helping stabilize sentiment after the stock plunged more than 10% on Tuesday following the bill's defeat, as investors weigh whether agency-led rulemaking can substitute for the regulatory certainty legislation would have provided.
Dell Technologies (NYSE:DELL) shares extended their AI-driven rally in Thursday's session, trading near record highs as investors continue to reward the company's blowout fiscal second-quarter results and raised fiscal 2027 guidance of $192 billion in revenue, including $74 billion in AI server revenue.
Management commentary at recent investor conferences emphasized strongDemandfor AI inference and agentic workloads, reinforcing the company's positioning as an AI-native cloud provider, while a new Cloudways-managed Node.js hosting product launch added incremental positive sentiment.
Intel (NASDAQ:INTC) shares surged nearly 10% in Thursday's session, testing multi-month highs, after CEO Lip-Bu Tan said memory chip prices have jumped 500% to 700% amid an acute supply shortage, comments that also lifted Micron (NASDAQ:MU) and SK hynix (NASDAQ:SKHY). The rally was reinforced …
Business Overview:Satellogic designs, builds and operates its own constellation of Earth-observation satellites, selling geospatial imagery and analytics to government and commercial customers.
TeraWulf (NASDAQ:WULF) shares rose in pre-market trading Thursday after Wells Fargo initiated coverage on the stock with an Overweight rating and a $30 price target. TeraWulf is a Maryland-based, vertically integrated owner, developer, and operator of large-scale digital infrastructure in the United States, powered …
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