Oracle shares fell another 6% as the company plans to raise $20 billion to fund its AI expansion. The proposed financing includes $10 billion in new stock and $10 billion in senior notes, raising questions about the cost of Oracle’s AI ambitions. $ORCL $NVDA $MSFT $AMZN

AMD’s earnings report on Tuesday could be a major test of investor confidence in the AI chip boom. Wall Street expects revenue of $13.09 billion (+41.5%) and EPS of $1.94 (+61.7%). But the bigger focus will be guidance, particularly demand for AI data center chips and server CPUs. With AMD shares up more than 135% this year despite Friday’s 13% selloff, expectations are high. Can Lisa Su deliver another bullish outlook? $AMD $NVDA $INTC $META

Anthropic generated $17 billion in Q3 revenue, up 1,127% year over year, as it moves closer to a historic IPO. But there’s another staggering number: $895.4 billion in AI infrastructure purchase commitments and lease obligations. Revenue is exploding, but so are the costs of competing in AI. $AMZN $GOOGL $MSFT $SPCX

Weekly Market Recap Wall Street faced a turbulent week as semiconductor stocks tumbled, Big Tech earnings delivered mixed results, and concerns over AI spending intensified. • Semiconductors: $INTC plunged 31%, while $AMD dropped 12%, dragging $SOXX down approximately 10%. • AI Spending: Amazon and Alphabet reported significant negative free cash flow as infrastructure investments increased. • Big Tech Earnings: $MSFT beat expectations, with Azure growth accelerating to 48%, while $GOOGL faced investor pressure despite strong cloud growth. • Consumer Strength: Visa reported 13% sales growth, while travel and consumer companies continued to signal resilient demand. The key market question: Can massive AI investments deliver the returns investors increasingly expect? $INTC $AMD $NVDA $MSFT $GOOGL $AMZN $META $V

Wall Street's AI trade is facing its biggest reality check yet. $AMZN is staring at a $42.4B negative free cash flow position, while $GOOGL and $META are also reporting mounting cash-flow pressure from massive AI investments. With hyperscalers planning hundreds of billions more in spending, investors are shifting focus from AI growth to one critical question: When will the returns justify the spending? $AMZN $GOOGL $META $MSFT $NVDA $ORCL

The semiconductor selloff is getting harder to ignore. $INTC plunged 31%, $AMD and $MRVL lost more than 12%, while $MU, $NVDA and $AVGO also moved sharply lower. The damage is spreading across the entire chip industry, with the $SOXX ETF down nearly 10%. Even strong AI momentum isn't protecting chip stocks from a broader market repricing. $INTC $AMD $MRVL $MU $NVDA $AVGO $SOXX

AI infrastructure stocks extended their selloff Friday. 📉 $LITE down 10%+ 📉 $ANET down nearly 8% 📉 $MU down 5%+ 📉 $BAI down 7%+ Meanwhile, Marvell’s proposed deal for Lumentum may not include a big premium. $MU $LITE $ANET $MRVL

AI chip stocks got hit hard Friday as fears around the AI trade resurfaced. 📉 $ALAB -12% 📉 $QCOM -11% 📉 $NVDA -4% 📉 $SMH -7% Is this a healthy correction or a warning sign for AI stocks?

Apple has acquired Ascension Labs, an agentic AI platform specializing in data pipeline automation. The June deal adds to Apple’s growing AI acquisition push as it looks to strengthen its technology capabilities. $AAPL

SanDisk’s revenue surged 378% year over year to $11.03B, beating estimates. Yet $SNDK fell 4%. The bigger story? Q2 revenue guidance of $12.2B–$12.6B is above consensus, with EPS guidance also topping expectations. AI-driven storage demand is booming, but can the momentum continue? $SNDK $MU $WDC $STX