Weekly Stock Highlights
Investing.com’s weekly roundup highlighted strong AI‑driven moves across major technology stocks. Meta Platforms posted a 9.1% gain over the week, driven by the launch of Muse Spark 1.1, a multimodal reasoning model featuring a one‑million‑token context window and enhanced coding capabilities. The company also opened a public preview of its Meta Model API, positioning it against paid services from Anthropic and OpenAI. Research firm SemiAnalysis projects that Meta’s AI division will exceed the total AI compute of OpenAI and Anthropic by year‑end through the construction of five gigawatt‑scale data‑center clusters, potentially challenging Google’s AI leadership within six months.
Apple announced a multiyear agreement with Broadcom valued at more than $30 billion, the largest commitment under its American Manufacturing Program. The deal involves Broadcom designing and producing custom silicon components and wireless connectivity technologies, delivering over 15 billion U.S.-made chips and including a $1.5 billion capital‑expenditure investment to expand Broadcom’s Fort Collins, Colorado facility. Broadcom’s share price rose 9.8% during the week, while Apple gained 6.9%. Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and a $365 price target for Apple, citing the agreement as a strategic move to lock up critical bill‑of‑materials parts amid broader component availability concerns and cost inflation.
South Korean memory leader SK Hynix made its U.S. market debut, with its American Depositary Receipts beginning trading on the Nasdaq at approximately $171.35 per ADR. The listing was celebrated with an opening‑bell ceremony in Times Square. SK Group Chairman Chey Tae‑won, speaking on CNBC, indicated openness to further U.S. investment and highlighted that more than 70% of chips produced at its China factories are exported, primarily to the United States, underscoring growth potential in the AI era.
Bloom Energy experienced an 18% decline after short‑seller Hunterbrook released a report alleging that the company’s fuel‑cell products rely on Chinese‑sourced scandium, contradicting the CEO’s statements since early 2025 that there was no China supply‑chain dependency. Bloom Energy rejected the allegations, labeling the report “false and misleading.”
Nvidia added 6.5% to its share price, buoyed by reports that China plans to permit a limited number of its top AI firms—including Alibaba, ByteDance, and DeepSeek—to purchase Nvidia H200 chips, signaling a potential easing of export restrictions for high‑performance AI hardware.