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CNBC’s Jim Cramer said Wednesday that SK Hynix’s blockbuster earnings proved artificial intelligence stocks can still rally in a market that has grown increasingly skeptical of the massive data center build-out.

The South Korean memory giant’s New York-listed shares surged more than 13% after it delivered better-than-expected results and an upbeat outlook. The report lifted other chipmakers, with Micron jumping almost 6%, Arm advancing 4% and AMD rising 3%. The rally stood out

FormFactor topped Wall Street’s expectations in the third quarter of 2026, reporting non-GAAP earnings of $1.04 a share on revenue of $280.5 million. Analysts had expected $0.86 a share on revenue of $270.52 million. The company also said revenue rose about 40% from a year earlier and marked its fourth straight quarter of record sales. Shares rose 3.24% in regular trading to $110.31, then slipped 1.59% after hours to $108.56 as investors weighed the beat against questions about how long margin g

Investing.com - Alphabet A (NASDAQ: GOOGL) reported third quarter EPS of $2.12, $0.90 worse than the analyst estimate of $3.02. Revenue for the quarter came in at $127.6B versus the consensus estimate of $127.22B.

Alphabet A’s stock price closed at $324.89. It is down -8.77% in the last 3 months and up 18.33% in the last 12 months.

Alphabet A saw 9 positive EPS revisions and 6 negative EPS revisions in the last 90 days. See Alphabet A’s stock price’s past reactions to earnings here.

According

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Options traders took contrasting views on Alphabet as the hyperscaler gets set to report earnings after the close.

Current options prices are implying a nearly 6% move, well about its eight quarter median move of 2.6%. Traders were decidedly bullish heading into the first. Just before noon, a trader bought 2271 contracts of the 350/365 call spread for about $4.4. The trade target a move higher to $365, a 13% jump from its current price. The trade is a bet the in the near term,

HIVE Digital Technologies Ltd. (HIVE), through its indirect subsidiary BUZZ Alpha Cloud Inc., has secured a $129 million fixed-rate credit facility from an institutional lender to purchase an Nvidia GB200 NVL72 GPU cluster and related infrastructure.

The facility carries a fixed interest rate of 9.0% per annum over a three-year term, with principal and interest amortizing over the life of the loan. It is secured by the GPUs and related assets of BUZZ Alpha Cloud, supported by a limited recourse

Elon Musk, Ken Griffin and Chamath Palihapitiya all called the top of the AI trade in the same week, as CoreWeave, Nebius and IREN fell more than 30% in a month. Host Ejaaz Ahamadeen breaks down what's true, who's talking their book, and what investors should actually worry about, from idle GPUs to a closing debt window.

There's no easy way to say this, but the stock markets are getting crushed because 3 of the richest men in the world might have called the top of the AI bubble. One of them is

U.S. equity futures were little changed on Tuesday evening as investors await earnings reports from megacap technology companies and a rate policy decision from the Federal Reserve due Wednesday.

Futures tied to the Dow Jones Industrial Average rose 5 points, or 0.01%. S&P 500 futures and Nasdaq-100 futures were also hovering near the flat mark.

In Tuesday’s regular trading, the major averages ended the session higher. Chip stocks rose again, this time powered by an announcement from Broadcom

Broadcom Inc. (AVGO) disclosed that it has arranged for financial partners to assume a portion of agreements to purchase AI racks based on custom AI accelerators it designed, along with related lease agreements with an unnamed customer.

As part of the arrangement, Broadcom is providing residual value support through a newly formed special purpose vehicle, referred to as the "Backstop." The company described the Backstop as a contingent liability it believes has a low probability of occurring.

Ultra Clean Technology (NASDAQ:UCTT) presented its Fall 2026 investor update on October 27, 2026, highlighting record third-quarter results that exceeded Wall Street expectations and outlined an aggressive capacity expansion plan to support multi-year semiconductor industry growth. The company, which provides critical subsystems and services to semiconductor equipment manufacturers, reported revenue of $759.0 million and non-GAAP earnings per share of $1.15, both surpassing analyst estimates.

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Ultra Clean Technology (NASDAQ:UCTT) presented its Fall 2026 investor update on October 27, 2026, highlighting record third-quarter results that exceeded Wall Street expectations and outlined an aggressive capacity expansion plan to support multi-year semiconductor industry growth. The company, which provides critical subsystems and services to semiconductor equipment manufacturers, reported revenue of $759.0 million and non-GAAP earnings per share of $1.15, both surpassing analyst estimates.

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Investing.com -- Rosenblatt Securities has named AMD as its top semiconductor pick heading into earnings season, citing strengthening data-center fundamentals and broadening demand despite recent share price declines across the sector.

The semiconductor group with significant data-center revenue exposure has seen share prices decline approximately 25% on average over the past month, according to Rosenblatt Securities. However, the firm notes that data-center fundamentals continue to strengthen,

Broadcom Inc. (AVGO) disclosed that it has arranged for financial partners to assume a portion of agreements to purchase AI racks based on custom AI accelerators it designed, along with related lease agreements with an unnamed customer.

As part of the arrangement, Broadcom is providing residual value support through a newly formed special purpose vehicle, referred to as the "Backstop." The company described the Backstop as a contingent liability it believes has a low probability of occurring.

Investing.com -- Fitch Ratings affirmed Broadcom Inc (NASDAQ:AVGO) Long-Term Issuer Default Rating at 'A-' on Tuesday while maintaining a Positive outlook, signaling that surging artificial intelligence demand continues to strengthen the chipmaker’s balance sheet despite expanding exposure to off-balance-sheet financing arrangements. The agency indicated that strong cash generation and operating momentum should keep core EBITDA leverage below its 1.5x upgrade threshold, even as complex customer

By Lisa Baertlein

LOS ANGELES, Oct 27 (Reuters) - UPS CEO Carol Tome told Reuters on Tuesday the AI data center boom is a decades-long opportunity for the world’s largest parcel delivery and logistics company, which aims to boost profits by handling fewer, but more premium, shipments.

Global data center spending is estimated to hit roughly $1 trillion ​in 2026 and more than double before the end of the decade as tech giants like Alphabet, Microsoft, Meta and Amazon invest billions of dollars i

Investing.com -- Rosenblatt Securities has named AMD as its top semiconductor pick heading into earnings season, citing strengthening data-center fundamentals and broadening demand despite recent share price declines across the sector.

The semiconductor group with significant data-center revenue exposure has seen share prices decline approximately 25% on average over the past month, according to Rosenblatt Securities. However, the firm notes that data-center fundamentals continue to strengthen,

Investing.com -- In a note on Tuesday, Evercore ISI highlighted three reasons why optical stocks are rallying, with Lumentum (NASDAQ: LITE) and Ciena (NYSE: CIEN), Coherent (NYSE: COHR) and Nokia (NYSE: NOK) all gaining on Monday.

Analyst Amit Daryanani pointed first to expectations that the FCC will limit imports of foreign-produced optical transceivers by the end of the first quarter of 2027. The move would effectively remove Chinese suppliers from the U.S. market for next-generation 3.2T tra