29 January 2026 CNBC: Chip giant ASML surges 7% as AI boom fuels record orders and upbeat 2026 guidance CNBC: Meta shares jump 10% on stronger-than-expected revenue forecast CNBC: Microsoft stock drops 7% on slowing cloud growth, light margin guidance
26 November 2025 Reuters: Meta in talks to spend billions on Google's chips, The Information reports CNBC: Nvidia says its GPUs are a ‘generation ahead’ of Google’s AI chips