Articles by Sarah Chen
Oracle Rebounds on $50B Cloud Funding Plan, Ending 8-Day Decline
Oracle shares surged 4.6% to $142.82 Friday, halting an eight-session losing streak. The rally followed the company's announcement of plans to raise $45–$50 billion in 2026 to expand its cloud infrastructure.
ASML Rides Chip Rally Ahead of Key Economic Data and Dividend Date
ASML shares surged 4.6% on Friday, mirroring a 5.7% gain in the semiconductor index, as investors returned to AI-related stocks. Attention now turns to upcoming U.S. jobs data and the company's ex-dividend dates.
Samsung Eyes HBM4 Production Start for Nvidia Amid Market Scrutiny
Samsung Electronics is reportedly preparing to begin mass production of HBM4 memory chips for Nvidia later this month, with shipments expected after the Lunar New Year holiday.
Tencent's AI Cash Splash Meets WeChat Limits as Tech Sector Slips
Tencent shares fell 1.97% to HK$547.50 Friday amid a 1-billion-yuan AI giveaway and WeChat promotion restrictions, with the Hang Seng TECH Index dropping 1.11%.
Tesla shares gain 3.5% on solar and AI developments, but weekly loss persists
Tesla stock closed at $411.11 Friday, rising 3.5% but still down 4.5% for the week. The company announced a 100GW U.S. solar manufacturing target and is operating an AI training center in China for assisted driving.
Meta Shares Dip Amid AI Spending Concerns and European Regulatory Pressure
Meta Platforms stock declined 1.3% as investors weigh the impact of massive AI capital expenditures and potential new European restrictions on youth social media access.
Bitcoin Stabilizes Above $70K After Volatile Week as Regulatory Shifts Unfold
Bitcoin held above $71,000 after a turbulent week that saw prices briefly dip below $60,000. The market faces reduced liquidity and leverage unwinds amid new stablecoin legislation and a shifting U.S. regulatory landscape.
CleanSpark Soars 22% on Strong Bitcoin Mining Results and AI Expansion Plans
CleanSpark shares surged 22% to $10.08 following quarterly results showing $181.2 million in revenue and 573 bitcoin mined in January. The company highlighted its growing bitcoin holdings and expansion into AI data centers.
Apple Navigates Chip Cost Pressures and CarPlay AI Expansion
Apple shares edged higher Friday as investors weighed potential iPhone price adjustments amid memory chip shortages and reports of opening CarPlay to third-party AI voice apps.
Tech Giants' Massive AI Spending Spree Sparks Investor Concerns Over Cash Flow
Major tech firms plan over $630 billion in AI data center investments for 2026, raising fears about vanishing free cash flow and potential cuts to shareholder returns. Amazon shares fell 9% after announcing a $200 billion capex plan.