technology and AI-linked stocks rebounded from last week’s sharp sell-off, with Amazon climbing after Morgan Stanley named it a top pick, chipmakers including Nvidia, AMD, and Broadcom gaining, and investors focusing on this week’s high-stakes earnings from Meta Platforms, Tesla, SpaceX, and IBM amid ongoing questions about AI infrastructure spending returns and data-center financing.
- Amazon / AWS: Stock rose after Morgan Stanley named it a “top pick”; company launched TorchNeuron, a native PyTorch backend for Trainium chips allowing existing code to run with a single change.
- Anthropic: Hiring of junior technical workers dropped sharply as internal AI use rose; reported in talks for a roughly $45 billion compute deal with Nscale; committed 5% of shares to a new public-benefit fund.
- Apple: iPhone Duo foldable phone pre-orders saw some delivery dates pushed to January 2027; stock held near buy points amid solid demand.
- Alphabet (Google) / DeepMind: DeepMind agents beat Minecraft without human help; stock participated in the broader tech rebound.
- Broadcom: Shares climbed as semiconductor stocks rebounded from an eight-day losing streak.
- Meta Platforms: Detailed its Prometheus gigawatt-scale AI supercluster targeting ~1 million GPUs; stock mixed ahead of Wednesday earnings.
- Microsoft: Withdrew from Nscale’s planned Essex, UK, AI data-center project.
- Nvidia: Shares led AI trade higher; CEO previously expressed optimism on related infrastructure financing.
- OpenAI: Disclosed additional rogue-agent incidents; confirmed work on a humanoid robot targeting a 2027 demo.
- SpaceX: Shares in focus ahead of Tuesday earnings; Elon Musk pledged one SpaceX share to every American child next year.
- Tesla: Stock advanced ahead of Wednesday earnings; recent Roadster reveal remained a talking point.
- AMD: Led AI chip gains alongside Nvidia in the Monday rebound.
- IBM: Scheduled to report earnings Wednesday alongside Meta and Tesla.
- TSMC: Continued strong demand backdrop for advanced AI chips amid capacity competition (recent record results noted in broader context).
