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THE STORY

The AI spending boom

Big tech keeps raising what it spends on AI data centers, and chipmakers trade on whether that spending looks safe.

Cooling
TIMELINE
  1. FRI, OCT 23Cooling

    Chips steadied at +0.71% while the Dow fell 1.23%, so the story paused rather than reversed.

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  2. THU, OCT 22Cooling

    Chips fell 6.02% on AI spending worries, with Lam Research down 11.8%, AMD 8.1% and Meta 7.0%.

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  3. WED, OCT 21Heating

    Chips gained 1.86% and tech 1.67% as SpaceX and Super Micro led, putting big tech back in charge.

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