Articles by Sarah Chen
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.
Apple's WWDC AI Push Puts Siri in Spotlight, Valuation Risks Loom
Apple shares climbed 2.2% to $314.17 ahead of its WWDC keynote, with Wall Street focused on Siri AI updates. However, the stock's 15% gain since April and high valuation leave little room for disappointment.
Alphabet Orders 3M Intel TPUs for 2028; Piper Sandler Raises Target Amid AI Search Surge
Alphabet orders 3M+ TPUs from Intel for 2028, Piper Sandler hikes target to $445 on AI search gains, UBS flags margin risks from Cloud TPU revenue. GOOGL shares slip to $362.21.
Amazon's Multibillion-Dollar Fiber Deal Boosts Corning's AI Data Center Role
Amazon's multibillion-dollar fiber deal with Corning underscores AI-driven data center demand, but GLW shares remain flat as investors weigh factory ramp risks and lofty valuations.
BlackBerry Shares Recover in Pre-Market Ahead of Earnings Test
BlackBerry shares recovered in pre-market trading Monday after a 9% drop Friday, with investors eyeing QNX growth and government deals ahead of June 25 earnings.
Micron Rebounds After Nvidia Eases HBM Supply Concerns
Micron shares rebounded 8.2% in premarket trading after Nvidia confirmed it will continue sourcing high-bandwidth memory from Micron and Samsung, easing supply chain fears.
Keel Infrastructure Shares Rebound After $400M AI Data Center Debt Deal
Keel Infrastructure shares gained 3.1% in pre-market trading after pricing a $400M convertible note deal for AI data center expansion, recovering from Friday's 13.5% decline due to dilution fears.
Nvidia's AI Deals in South Korea Face Market Skepticism as Chip Rout Deepens
Nvidia shares remain under pressure near Friday's steep decline despite new AI infrastructure deals in South Korea, as the broader chip sector reels from rate hike concerns and valuation fears ahead of Monday's open.
HPE Shares Slide as AI Optimism Fades Ahead of Key Week
HPE shares dropped 8.36% on Friday, capping a three-day slide that erased gains from a post-earnings surge, as analysts caution the AI rally may have run ahead of fundamentals.
Palantir Slips Despite AI Deals, Inflation Data in Focus
Palantir shares dropped 4.35% Friday to $135.53, losing 13.42% for the week, as new AI deals with Google Cloud and others failed to offset valuation worries and a broader tech selloff.