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IREN Ltd. (NASDAQ:IREN) shares are trending on Friday.
Six S&P 500 stocks have doubled in 2026 and they all sit in one trade: the physical layer of AI. Four report earnings next week.
NVIDIA (NASDAQ:NVDA) shares slid on Thursday as risk-off tone hit tech amid oil rebound and a sharp software sell-off weighed on sentiment.
Intel (INTC) shares surge 4% as Elon Musk confirms Tesla will tap Intel's next-gen 14A process for its AI "Terafab". Discover why Jim Cramer says the AI bottleneck has shifted to CPUs, making Intel a key beneficiary alongside Nvidia.
Intel reports Q1 earnings tonight after an 78% 2026 rally. Kalshi and Polymarket traders are pricing which words Lip-Bu Tan says on the call.
SMCI stock drops 10% as Oracle reportedly cancels a $1.1B server contract. Analysts cite legal troubles and shifting AI demand as key headwinds for Super Micro.
Oklo Inc. rises on Nvidia partnership and HSBC Buy initiation, boosting confidence in its nuclear growth story.
Nvidia's Vera Rubin rollout depends on SK Hynix's $13B HBM4 megafab, with supply, yields, and scale now the real AI bottleneck.