INTC, AMD, AVGO, MU Decline On Samsung’s Profit Miss, Lighter Capex From Microsoft, Alphabet

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• AI Spending Is Nearing $1 Trillion Annually. These 2 Stocks Are Most at Risk If It Slows.

  AI capital expenditures are approaching $1 trillion a year, driving record results at Nvidia and Micron but raising investor doubts about how sustainable the spending is. Nvidia reported $96.2 billion in revenue for its fiscal 2027 second quarter, with $89 billion from its data center business, so its growth is closely tied to the AI infrastructure budgets of the biggest tech companies. Micron benefits from strong high bandwidth memory demand, reporting fiscal 2026 fourth-quarter revenue of $54.2 billion and $133.2 billion for the full year, but memory is cyclical and an oversupply could push prices down. The article concludes that both companies could be reassessed if AI spending slows, with Nvidia having more to lose.

  Yahoo Finance·28/10, 21:40• NVDAAI investmentNVDAMicron
• NVIDIA, AMD and Broadcom May Invest in Meta, Their Own Biggest Customer. What That Signals

  The article says NVIDIA, AMD and Broadcom, Meta's major chip suppliers, may take part in the large stock offering Meta is using to fund AI spending, building on existing ties such as Broadcom's custom AI chip deal running through 2029 and AMD's warrant. Q3 revenue rose 26.07% to $64.60 billion and beat estimates, but GAAP EPS of $3.83 fell short because of a $9.89 billion litigation charge, and free cash flow was -$2.12 billion on $34.906 billion of capex. 24/7 Wall St.'s model sets a 12-month price target of $804.16, 25.14% above $642.62, and assigns the stock a buy rating. The piece also flags share dilution and upcoming youth litigation trials as risks.

  Yahoo Finance·28/10, 13:13▲ META• NVDAMETANVDAAI investment
• AI Sector Pressure, Earnings and Other Key Things to Watch this Week

  A heavy earnings week begins with Meta Platforms, Tesla, Netflix and Texas Instruments set to report, alongside Wednesday's crude oil inventory data. Pressure on semiconductor stocks and doubts about AI spending remain the main focus for markets.

  Yahoo Finance·18/10, 17:00▼ META▼ NVDA▼ GOOGL▼ MSFTsemiconductorsearningsAI investment
• The AI Supercycle Isn’t Slowing Down, and Nvidia’s Compute Moat Just Got Deeper.

  NVIDIA shares fell nearly 6% this week to $217.23 amid AI funding worries that sparked a chip-sector sell-off. The article cites Q2 FY2027 revenue of $96.22 billion, up 105.8% year over year, Q3 guidance of $108.0 billion, and a non-GAAP gross margin of 75.0%. It compares NVIDIA with AMD (Data Center revenue up 107%, P/E of 212) and Intel (Intel Foundry lost $2.1 billion), and flags risks from NVIDIA's financing web: nearly $50 billion invested in frontier AI labs, $108.5 billion in guarantee obligations, and $279 billion in supply commitments.

  Yahoo Finance·16/10, 14:45▲ NVDANVDAearningsAI investment
• TSMC's Profit Surpasses Expectations After AI Orders Rush In

  Taiwan Semiconductor Manufacturing Co. (TSMC) reported September-quarter net income up 69% to NT$763.1 billion ($23.6 billion), above the average analyst estimate, after sales rose 51% to $47 billion over the three months. The results offered a counterpoint to growing negative sentiment around AI-linked stocks, which has hit firms such as CoreWeave. TSMC, which makes advanced chips for Nvidia, Apple, AMD and Google, has said capital expenditure could reach as much as $64 billion this year, a record. Consensus estimates for its 2027 capex have also risen, with Goldman Sachs targeting $85 billion and UBS $90 billion, versus a $75 billion average of firms polled by Bloomberg. The company is building and equipping about 20 factories at home and abroad, an unprecedented pace for a firm that typically works on four or five new buildings at once.

  Yahoo Finance·15/10, 05:36▲ NVDATSMCsemiconductorsearnings
• 3 signs the AI trade remains red hot

  Yahoo Finance Executive Editor Brian Sozzi argues the AI trade is regaining momentum and cites three signs. First, rental prices for older Nvidia chips such as Blackwell and H100 (Hopper) are rising, based on a chart from Peter Berezin, chief economist at BCA Research, which Sozzi says contradicts reports of slowing AI demand. Second, SK Hynix posted a strong quarter and outlook and plans to return $75 billion to investors through buybacks and dividends. Third, Anthropic's latest IPO filing shows $131 billion in cash and equivalents and strong demand in the first six months of the year. Berezin reportedly takes a more cautious view and does not expect a capex bust until 2028, if it happens at all.

  Yahoo Finance·28/10, 14:09▲ NVDANVDAartificial intelligencesemiconductors

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• Trifecta Gold Announces Drill Results from Rye Project, Yukon

  Trifecta Gold reported 2026 drilling results from its Rye Project in Yukon, completing 1,852 m across six holes. Hole RY-26-07 cut a gold zone from 256.03 m to 296.00 m, with every sample at 0.1 g/t gold or more, and RY-26-11 intersected 1.02 m grading 0.19 g/t gold. The company said it will shift its focus to other prospects in its recently acquired portfolio. Holes RY-26-10 and RY-26-12 returned no significant results.

  Yahoo Finance·29/10, 09:00goldminingmineral exploration
• Vinhomes plans to raise VND 2,000 billion via bonds

  Vinhomes has approved a plan to privately place domestic corporate bonds with a total face value of 2,000 billion VND. The bonds are non-convertible and asset-secured, carry a combination of fixed and floating interest rates, and have a face value of 100 million VND each with a 36-month tenor, to fund an investment project. Earlier, on September 24, 2026, Vinhomes issued 8,000 billion VND of bonds under code VHML12618, with a 24-month tenor and expected maturity on September 24, 2028. Based on the reviewed semi-annual 2026 consolidated financial statements, post-tax profit was nearly 52,038 billion VND, up 378% year on year, mainly as gross profit rose 53,500 billion VND. As of June 30, 2026, total assets rose 40% from the start of the year to over 1.1 million billion VND, while total liabilities exceeded 828,420 billion VND, up 52%.

  CafeF·29/10, 08:59▲ VHMVHMbondsreal estate
• A member of Nam Tan Uyen's board resigns

  NTC board member Nguyen Anh Phu Nguyen resigned for personal reasons, leaving five members on the board. NTC closed its record date for the 2025 cash dividend at 60% (VND 6,000 per share), an estimated VND 144 billion payout, of which PHR is set to receive about VND 47.3 billion. In Q3/2026, net revenue was over VND 79.3 billion, down 65.4% year on year, and net profit was nearly VND 46 billion, down 63.4%. Nine-month profit after tax reached over VND 216.9 billion, down 26.3%, completing 95.8% of the full-year profit target of VND 226.4 billion.

  CafeF·29/10, 08:59dividendsearningscorporate governance
• Google stock gets shredded after earnings—here's 2 reasons why investors hated the quarter

  Alphabet (GOOGL) shares fell about 10% in pre-market trading after its third-quarter report, even as Google Cloud grew 103%. Revenue of $127.57 billion and EPS of $2.12 both missed expectations of $128.2 billion and $3.02. Search sales of $63.4 billion came in below the $64.9 billion expected, fueling concerns about competition from Claude and ChatGPT. Free cash flow was negative $9.1 billion versus a negative $3.5 billion estimate, in a market already jittery about negative free cash flow at Big Tech. Pivotal Research CEO Jeffrey Wlodarczak said consumers interact with less advertising when using Google search and AI, while AI users (1 billion) and queries are at a 5-year high.

  Yahoo Finance·29/10, 08:58▼ GOOGLGOOGLearningsartificial intelligence
• Session 29/10: Foreign investors extend net selling to over VND 400 billion, with diverging trades in two bank stocks

  On HoSE, foreign investors net sold VND 459 billion, while across the whole market they net sold VND 430 billion. The VN-Index fell 11 points to 1,756 points, with HoSE matched value at VND 12,680 billion. VPB led net buying by foreign investors at about VND 83 billion, while TCB saw the largest net selling at about VND 118 billion. On HNX, foreign investors net bought VND 27 billion, and on UPCoM they net bought VND 2.5 billion.

  CafeF·29/10, 08:45▼ VNINDEXVNINDEXforeign investorsbanks
• Cathie Wood Is Buying Archer Aviation Stock. Here's What History Says About Following Ark Into a Stock Down 62%.

  Archer Aviation (ACHR) shares have fallen roughly 62% over the past year and trade almost 69% below their lifetime high. Ark Invest CEO Cathie Wood has been treating these large valuation pullbacks as buying opportunities. Over the past five years, the Ark Innovation ETF (ARKK) has seen its share price decline roughly 30%, while the S&P 500 recorded a total return of roughly 80%. The article attributes part of this underperformance to Ark buying more of stocks that were falling sharply in 2021 and 2022, including Teladoc (down 95% over five years), Zoom (down 65%) and Ginkgo Bioworks (down roughly 98%). It argues that Ark's track record is not a meaningful indicator for Archer, whose key drivers are testing and certification progress for its Midnight eVTOL aircraft and contributions from aviation businesses it is acquiring from Boeing, and that investors should not read too much into the performance of Ark's funds.

  Yahoo Finance·29/10, 08:42Cathie WoodArcher Aviationaviation