Innovation & Tech - Market Brief (Page 2)

Futuristic AI data center with high-density servers representing large-scale artificial intelligence infrastructure expansion.

Innovation & Tech

CoreWeave Surges After Nvidia Expands AI Infrastructure Partnership

CoreWeave shares jumped after Nvidia committed $2 billion to expand their partnership, accelerating plans to build more than five gigawatts of AI data center capacity and deepening ties in the AI infrastructure market.

Tesla robotaxi vehicle operating on public roads in Austin, reflecting the company’s autonomous driving tests amid shifting investor focus.

Innovation & Tech

Tesla Tests Unsupervised Robotaxis as Valuation Focus Intensifies

Tesla has begun testing robotaxi drives in Austin without in-car safety monitors, a milestone that refocuses investor attention on autonomy ambitions as vehicle deliveries decline and valuation expectations remain elevated.

Earnings

Intel Slides on Weak Outlook as AMD Gains Momentum

Intel shares fell sharply after cautious first-quarter guidance overshadowed a solid earnings beat, highlighting supply constraints just as demand for AI and data center chips accelerates. Rival AMD moved higher as investors reassessed competitive dynamics.

Tesla cybertruck dashboard and AI hardware imagery representing self-driving and robotics development.

Innovation & Tech

Tesla Focus Returns to AI and Robotics as Dojo Restarts

Tesla (TSLA) is back in focus after Elon Musk announced the restart of its Dojo supercomputer project, while Cathie Wood highlighted robotics and autonomy as central themes shaping market context for technology stocks.

Low Earth orbit satellites circling Earth, representing space-based cellular broadband and defense communications.

Sector

AST SpaceMobile Soars After U.S. Defense Program Selection

AST SpaceMobile shares surged after the company was approved to bid on U.S. missile defense work, highlighting how government eligibility can drive sharp market reactions even before revenue materializes.

Taiwan Semiconductor Manufacturing semiconductor fabrication AI-driven chip production.

Earnings

TSMC Shares Rise After Earnings Beat and Higher AI Spending Plans

Taiwan Semiconductor Manufacturing (TSM) reported a strong earnings beat and outlined sharply higher capital spending plans, highlighting sustained demand for AI processors and driving a positive market reaction.

Walmart store exterior with digital commerce and AI technology concept imagery.

Business Trends

Walmart Jumps on Nasdaq 100 Entry and AI Commerce Push

Walmart shares climbed after the retailer was added to the Nasdaq 100 and unveiled deeper AI-powered shopping integrations with Google’s Gemini, highlighting its shift toward e-commerce and technology-driven retail.

Google headquarters exterior, cloud computing, and Alphabet’s $4 trillion market valuation miles.tone.

Innovation & Tech

Alphabet Reaches $4 Trillion Milestone as AI Strategy Expands

Alphabet crossed a $4 trillion market valuation as investors responded to accelerating AI adoption, expanding commercial partnerships, and growing confidence in Google’s role across cloud, devices, and next-generation digital commerce.

Intel headquarters in Santa Clara, California, symbolizing the chipmaker’s renewed focus on U.S. manufacturing and government-backed turnaround efforts.

Sector

Intel Stock Jumps After Trump Praises Progress in White House Meeting

Intel shares surged after President Trump praised the chipmaker’s progress following a White House meeting with CEO Lip-Bu Tan, highlighting government backing, U.S. manufacturing efforts, and momentum behind Intel’s next-generation processors.

Meta AI data center supported by nuclear power infrastructure, illustrating how technology companies are securing long-term energy for artificial intelligence.

Innovation & Tech

Meta Turns to Nuclear Power to Fuel AI Expansion

Meta is securing long-term nuclear energy to power its AI data centers, partnering with multiple nuclear providers to support its Prometheus supercluster. The deals highlight how AI’s power demands are reshaping energy strategy across the tech sector.

Interior view of a large-scale data center supporting high-performance computing and artificial intelligence workloads.

Sector

Applied Digital Jumps After Earnings Beat, Hyperscaler Talks

Applied Digital shares surged after the company reported a sharp revenue increase, beat earnings expectations, and disclosed advanced talks with a hyperscaler for large-scale data center capacity, reinforcing investor focus on AI-driven infrastructure demand.

Intel manufacturing facility and CES 2026 product showcase highlighting Core Ultra Series 3 processors and semiconductor technology.

Innovation & Tech

Intel Jumps as Partnerships and CES Launches Shift Market Sentiment

Intel shares moved sharply higher as investors reacted to a series of partnerships, leadership changes, and CES product launches that reshaped market expectations around the company’s turnaround and long-term positioning.