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Oracle (an American software giant, one of the heavyweight stocks in the S&P 500 and Nasdaq 100) filed documents to offer new shares and bonds worth $20 billion - the money will go toward building AI infrastructure. The stock responded with a drop of about 5%.
Chipmaker Marvell Technology (ticker MRVL) has agreed to buy Lumentum (ticker LITE), a manufacturer of optical components for data centers. The deal is worth $115 billion and is settled in stock rather than cash.
On Friday, October 30, AMD shares closed at $504.80 versus $566.42 the day before. There was no company-specific news: the sector was dragged down by Intel's forecast, while AMD's own report is due on November 3.
Intel said the global personal computer market will shrink by about 12% in 2026 and another 10% in 2027. On Friday, October 30, the entire semiconductor sector and computer makers were sold off.
In its 10-Q report (a mandatory quarterly report public companies file with the SEC, the US market regulator), Microsoft for the first time named the exact amount of money OpenAI brings in: $10.0B for the quarter ended September 30, 2026. That is about 11% of the company's total quarterly revenue.
Intel shares (the largest American processor manufacturer) fell 23.56% to $70.39 in Friday's overnight trading - that's minus $21.69 from Thursday's close of $92.07. The market punished the company not for the past quarter, but for its guidance for the coming ones.
Alphabet (Google's parent company) reported for Q3 on the evening of October 28 at 23:00 Moscow time and lost 10% in the evening session. It wasn't revenue that let it down, but profit and cash: free cash flow went negative for the second quarter in a row.
AMD shares closed Tuesday, October 27 at $560.26 (+$28.98, +5.45%) - the best session in the entire current rally of the semiconductor sector. The reason is specific: the company announced that its Helios systems are installed and being tested at Meta, and it will invest $1 billion in Meta's share offering.
Meta (recognized as extremist and banned in Russia) announced the placement of new securities worth $35B. The money will go toward capital expenditures in artificial intelligence - this is one of the largest amounts raised of this kind among technology companies.
US trading on October 22 opened with a decline, and by 17:27 Moscow time the Nasdaq 100 index had fallen by about 2%. The day before, the same index closed almost unchanged, and after the market close it was up about 1% on futures - the reversal was sharp.
Meta publishes its third-quarter report today, October 21. The market is looking not so much at profit as at capital expenditures (money for data centers, servers and AI chips): the company's annual guidance is $130-145 billion, and sentiment across the entire technology sector depends on it.
On Tuesday and Wednesday after the US market close, quarterly reports from Tesla, Meta, Netflix and SpaceX are released. Nasdaq values just the first three at a combined $3.6 trillion - the reaction in their shares drags the entire tech sector along with it.
The US stock market fell sharply after higher inflation in the US. The Nasdaq Composite lost 1.9%, the S&P 500 - 1.1%, and the sell-off in AI- and chip-related stocks then spread to Asia, where the KOSPI plunged 8%.
On October 8, the Nasdaq 100 lost more than 300 points in about 30 minutes after reports that OpenAI's annual revenue run rate was closer to $50 billion rather than the previously discussed $70 billion. High bond yields and oil above $100 added to the pressure.
