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The Nasdaq hit new highs Tuesday. AI plays AMD, Astera Labs, Lumentum and Arista were earnings movers late.

Anthropic has committed to spend $200 billion with Google Cloud over five years as part of a recent agreement, The Information ‌reported on Tuesday, citing a person with knowledge of the matter. The ‌commitment suggests the AI startup accounts for more than 40% of the revenue backlog Google disclosed ​to investors last week, according to the report. Google parent Alphabet shares were up about 2% in extended trading on Tuesday following the report.

Investors are no longer just chasing the GPUs that train AI models. They're also chasing the memory and storage needed to keep those systems running.

Advanced Micro Devices is expected to post strong growth driven by AI data center demand, though pricing pressure could weigh on margins.

Dow Jones Futures: Iran attacks sparked stock market losses Monday. Palantir stock rallied on earnings late.

GlobalFoundries shares are rising after Cantor Fitzgerald upgrades the chip stock ahead of two major company events taking place this week.

Several major private artificial intelligence companies are expected to make their public market debuts this year or next.

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho

Shares of Oracle, CoreWeave, SoftBank and other firms tied to OpenAI have largely recovered losses from Tuesday, when they slumped after The Wall Street Journal reported that the ChatGPT maker had missed its own targets for revenue and users.