SOXLDirexion Daily Semiconductor Bull 3X Shares

The reported financing relates to a planned 10-gigawatt AI campus in Ohio, a project expected to exceed $500 billion once computing hardware is included.

Nvidia assembled nearly 40 tech and cybersecurity giants for a new open-source AI defense coalition, but Meta was not among the listed founding members.

Baird doubled its price target on AMD stock to $1,250, while UBS, Bank of America, Roth Capital and Jefferies also lifted their targets.

The signatories defended AI distillation as a legitimate model-improvement technique, asking policymakers to target intellectual property theft directly instead of restricting open-weight AI.

Stifel called the quarter "a large, demand-led beat" but maintained a Hold rating, saying much of Intel's recovery is already reflected in the stock price.

According to TheFly, Wells Fargo lowered the price target for Arm to $350 from $410 while maintaining an ‘Overweight’ rating on the stock.

Anthropic will purchase AMD hardware directly while also accessing additional capacity through cloud providers and neoclouds.

The Philadelphia Semiconductor Index jumped over 5%, its best single-day gain in a month, as bargain buyers piled onto semiconductor stocks.

RBC expects Intel to post roughly a 5% revenue beat, raise guidance, and deliver stronger gross margins in Thursday’s earnings report.