Apple Hits $5 Trillion as AI Stocks Slide on Anthropic Slowdown and Inflation
Apple’s first close above $5 trillion came as AI stocks sold off on Anthropic’s weaker sequential growth and a hotter-than-expected CPI.
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Fermi America Signs Credit Support Agreement with AMD for 222 MW Project Matador Phase
Fermi partners with AMD to advance Project Matador in Texas, securing credit support for 222 MW and a framework for up to 650 MW of AI power.
AMD Price Targets Jump as Wall Street Bets Always-On AI Agents Will Lift Chip Demand
Citi raised AMD’s target to $800 and Mizuho to $705 as always-on agents like Muse boost CPU demand. Lisa Su plans a big 2027 supply increase.
HPE Raises Networking Outlook After $1.2 Billion Vultr AI Rack Order
HPE booked a $1.2B Vultr order for AMD Helios AI racks and raised FY27 networking growth to the high teens–low 20s, with $800M Juniper savings.
AMD Acquires World Labs to Shape the Next Wave of AI Compute
AMD is buying Fei-Fei Li’s spatial AI lab, World Labs, for $8.2 billion in stock. The transaction is expected to close by late 2026.
Volato’s Alignment Engine Signs $1.2 Billion AI Infrastructure Orders
Two take-or-pay orders worth $1.17B will put dedicated AMD GPUs in Ohio starting late 2026, with about $40M due after the first order.