Articles by Sarah Chen
Intel Shares Surge 11% on Report of Massive Google AI Chip Order, But Risks Loom
Intel shares surged 11.2% after a report that Google ordered over 3 million AI chips for 2028, spotlighting Intel's foundry ambitions. However, the unconfirmed deal and Intel's $2.4 billion foundry loss pose significant risks.
BitMine Shares Surge as Ether Holdings Near 5% Supply Goal
BitMine shares jumped 6% as its ether stash hit 5.54 million tokens, nearing its 5% supply target. The company also priced a $273.8 million preferred stock offering.
AmpliTech Surges 27% as 5G Radio Passes Open-RAN Interoperability Test
AmpliTech shares surged 27% after its 64T64R massive-MIMO radio was the only device of its kind tested at O-RAN Alliance PlugFest, though no purchase orders were announced.
Tesla Surges Past $400 on China Sales Rebound and J.P. Morgan Upgrade
Tesla shares surged past $400 after strong China sales and a J.P. Morgan upgrade, but a lofty P/E ratio of 378 raises caution.
Archer Aviation Rebounds as FAA Approval Path and Cash Burn Remain Key Concerns
Archer Aviation shares bounced back 4.2% to $5.77 after a 13.2% decline, with progress in FAA certification but heavy losses and cash burn keeping risks high.
Microsoft's $37B AI Revenue Run Rate Faces Cost Scrutiny
Microsoft shares slipped 1.5% as the market debates whether its $37 billion AI revenue run rate can outpace rising costs from heavy infrastructure investment.
ASML Hits Record Market Cap in Europe; Broadcom Decline Highlights AI Risks
ASML set a new European market value record at $691.8 billion, fueled by analyst upgrades and AI chip demand. Broadcom's stock slumped as investors sought higher AI growth.
Amazon's $1B+ Deal with Corning Powers AI Data Center Fiber Optics
Amazon signs a multiyear, multibillion-dollar deal with Corning for fiber optics to support AI data centers, boosting Corning shares 6.3%.
Meta's $145B AI Spending Plan Faces Investor Skepticism Over Stock Dilution
Meta shares fell 0.8% Monday on reports the company may sell tens of billions in new stock to fund AI expansion, sparking dilution concerns.
Palantir Faces Skepticism Over AI Growth as Valuation Nears 180x Earnings
Palantir shares held steady after a volatile week, with strong Q1 growth and raised 2026 guidance offset by a high multiple and AI sentiment risks.

