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Broadcom Jumps 7.2% Intraday: AI Storage Launch and Earnings Loom Large
Broadcom (AVGO) surged 7.2% intraday to $420.47, riding a semiconductor rally sparked by Marvell's new AI storage lineup. With Q2 earnings on deck, the sector is buzzing.
Ai Ji Chu She Shi
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Oracle Surges 8% Intraday as Bankruptcy Fears Clash With a $100B AI Bet
Oracle (ORCL) rebounds nearly 8% as investors weigh bankruptcy chatter against a massive AI infrastructure buildout. Capex hit $55.7B in FY2026, but free cash flow turned negative at -$23.7B.
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Nvidia Drops Nearly $4 Billion on Nebius, Doubling Down on AI Cloud Infrastructure
Nvidia disclosed a 9.3% stake in Dutch AI cloud provider Nebius, worth over $3.8 billion. The stock surged 17% on the news as the chip giant locks in a strategic bet on the neocloud boom.
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Meta in Talks to Lease $10 Billion in Compute to Rival Anthropic, Testing a New AI Cloud Model
Meta is in early-stage talks to lease up to $10 billion in computing capacity to Anthropic, a deal that would transform the social-media giant from an AI model developer into a cloud infrastructure provider for a direct competitor. Shares of Meta slipped 2.79% on the news.
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SMCI Pushes Into Edge AI as Asian Supply Chain Stocks Surge Over 600%
Super Micro Computer is expanding its edge AI computing lineup. Meanwhile, Asian AI infrastructure suppliers have been the market's biggest winners in the first half of 2026.
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Oracle’s Annual Report Warns Its AI Data Center Bet Faces Dozens of Risks
Oracle’s latest annual report lays out dozens of risks tied to its massive AI data center buildout, from construction delays and customer defaults to regulatory crackdowns. The company warns that some AI clients may be “highly leveraged” and could fail to pay.
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SoftBank Revives $10B AI Loan Talks; Oracle Slides 3% After-Hours on Capex Warning
SoftBank is back at the table with banks for a $10 billion loan backed by its AI infrastructure bets, including the Stargate project. Oracle’s 10-K revealed capex surged to $55.7 billion and flagged dozens of risks tied to AI data-center buildout, sending shares down 2.76% after hours.