Oracle shares dropped sharply in morning trading after the company invoked a force majeure notice regarding its massive New Mexico AI data center project.

Nvidia is in advanced talks to provide a $250 billion financing guarantee to support OpenAI's massive 10-gigawatt data center campus in southern Ohio.

Intel surpassed revenue expectations in the second quarter as its AI-driven business units experienced significant growth, despite ongoing semiconductor supply chain bottlenecks.

Supermicro shares climbed after the company disclosed a sharper-than-expected margin outlook and a record-size order backlog. The results showed quarterly profit growth alongside a major upgrade to the company's gross margin projections.