AI CHIP STOCKS BOUNCE BACK AS HYPERSCALER EARNINGS LOOM , META EQUITY RAISE IN FOCUS

What happened: AI chip stocks rebounded on October 19, with the Nasdaq up 1.3% and semiconductors leading. NVIDIA rose 1.38% while Meta slipped 0.55%, as attention turned to hyperscaler earnings and a possible Meta equity raise. Key numbers: Nasdaq +1.3%; NVDA +1.38%; META -0.55%; Meta 2026 capex guided to $130 billion to $145 billion; Meta Q2 free cash flow $784 million versus $8.55 billion a year earlier; NVIDIA quarterly Why it matters: Evercore ISI reads recent weakness as a setup for a strong hyperscaler earnings season. Meta's falling cash flow against NVIDIA's rising sales puts Coverage: 4 outlets in 24h

AI chip stocks rebounded on October 19, with the Nasdaq up 1.3% and semiconductors leading. NVIDIA rose 1.38% while Meta slipped 0.55%, as attention turned to hyperscaler earnings and a possible Meta equity raise.

Evercore ISI reads recent weakness as a setup for a strong hyperscaler earnings season. Meta's falling cash flow against NVIDIA's rising sales puts