This Week In AI: Chips, Flops & Corporate Flexes

This Week In AI: Chips, Flops & Corporate Flexes

AI's still the main character - but not everyone's winning the plot. This week saw Nvidia cashing fat checks in the desert, Meta fumbling its big brain rollout, and Microsoft quietly collecting wins while everyone else yells about bubbles.

As always, we're tracking the standouts and the stumbles - and yes, we're crowning a 👑 Loser of the Week.

Here's your no-fluff rundown of what actually mattered in AI this week.

💾 Nvidia Keeps Printing Chips and Printing Gains

$NVDA ( ▼ 0.27% )  

Nvidia continues its ascent, buoyed by robust AI chip demand and significant deals in Saudi Arabia.

Nvidia just won't quit. The king of AI silicon is racking up wins in the Middle East faster than you can say "sovereign compute cluster." This week? A massive multi-billion-dollar deal with Saudi Arabia to build out AI infrastructure - think datacenters, GPUs, and probably a yacht or two for Jensen.

Nvidia stock popped another 0.4% at open Friday, May 16, 2025, because apparently the AI party has no bouncer.

🪏 If AI is the gold rush, Nvidia's still selling all the shovels - and raising prices.

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🤖 Meta’s AI Flex... Fizzles (for now)

$META ( ▼ 0.36% )

Meta delays its 'Behemoth' AI model rollout, citing performance issues, yet the stock remains relatively stable.

Zuck's next-gen model, codenamed "Behemoth," is... kinda mid. Engineers are whispering it doesn't beat GPT-4 by enough to matter - so Meta hit pause. But here's the kicker: they're still hiking 2025 capex to a wild $64-$72 billion, most of it straight into AI infrastructure.

So yeah, Reality Labs is burning cash - but AI is where the real bonfire is. The market's giving Zuck a pass, for now.

💸 They delayed Behemoth but still dropped Bezo-billions. Respect the conviction or question the sanity? Your call.

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🧠 Microsoft Hits Reboot on AI Confidence

$MSFT ( ▼ 0.87% )  

Microsoft regains its 200-day moving average, signaling renewed investor confidence.

Copilot this, Azure that - Microsoft is quietly threading the AI needle while everyone else screams "bubble." With the stock bouncing off its 200-day moving average, traders are buying the dip like it's the last discount at a liquidation sale.

OpenAI drama? Old news. Bing still sucks? Doesn't matter. Wall Street only sees enterprise contracts and long-term margins.

🧠 Satya's not yelling, but he's still winning.

🪦 Loser of the week: Applied Materials

$AMAT ( ▼ 5.52% )  

Beat earnings. Got beat down anyway. Classic.

Applied Materials crushed its EPS estimates. Great. But then it casually dropped this little bomb: sales to China fell off a cliff, and future demand looks shakier than a biotech penny stock. Investors didn't like that one bit - the stock face-planted over 6% at the open.

Despite strong AI tailwinds across the chip sector, AMAT reminded us that being upstream in the silicon supply chain means eating it when geopolitics get dicey. And right now? U.S.-China trade drama is looking real spicy again.

📉 Beating estimates only gets you so far when Xi might ghost your entire revenue stream.

💀 Loser of the week? No contest. AMAT is wearing the crown.

✌️ Thanks for vibing with us. Hit reply and let us know your take on AI this week.

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