Why AI Stocks Fell: Inflation and the October 12–16 Selloff
Inflation amplified a selloff already underway in AI. Compare Monday opens with Friday closes across QQQ, SPY, IWM, AI ETFs, defensive sectors and six major AI stocks.
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Applied Digital APLD Q1 FY2027 Earnings: $184M Adjusted Revenue Beat
Applied Digital beat a pre-release consensus snapshot by $184.1 million on adjusted revenue and by $0.29 per share on adjusted EPS, but APLD fell 2.73% in its first full session as investors weighed $2.07 billion of quarterly buildout spending.
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Marvell Stock Report 2026: Can AI Growth Lift MRVL Again?
Marvell’s AI Data Center business is already large. This current MRVL stock report examines whether Custom silicon, connectivity, and new interconnect technology can justify the next leg of growth.
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Broadcom AVGO Stock Hub
Broadcom AVGO stock hub covering AI semiconductor revenue, quarterly earnings, guidance, market reaction, risks, and AIStocksHub research.
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Why Wolfspeed Stock Fell 9.3% After Q4 FY2026 Earnings
WOLF closed down 9.3% on twice its recent average volume as investors weighed rapid AI growth against falling total revenue, negative margins, and flat guidance.
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SMCI Q4 FY2026 Earnings: $11.1B Sales, Margin Rebound
Supermicro’s Q4 FY2026 earnings showed sharply higher revenue, a substantial gross-margin recovery and a much larger FY2027 revenue outlook.
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Bloom Energy Stock Report 2026: AI Data Center Power
Bloom Energy is benefiting from demand for faster data-center power. This report examines its record Q2, Brookfield financing framework, growth outlook, valuation context, and risks.
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AMD Q2 FY2026 Earnings: AI Growth in Focus
AMD’s Q2 FY2026 earnings exceeded consensus for revenue and non-GAAP EPS. Data Center growth led results, while investors weigh AI momentum, margins and rising expenses.
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Oracle Stock Report 2026: OCI AI Backlog
Oracle’s AI infrastructure demand and OCI growth are substantial, but backlog conversion, cloud economics, and capital discipline remain central investor questions.
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Broadcom Stock Report 2026: AI Revenue, Custom Chips and Risks
Review Broadcom’s reported AI semiconductor revenue, custom accelerator and Ethernet opportunities, infrastructure software exposure, and key risks including customer concentration, debt, margins, and supply-chain disruption.
