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Morgan Stanley

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2 articles First covered May 7, 2026, latest May 7, 2026
Elon Musk speaking at an event, with Tesla and SpaceX branding behind him
Hardware·

SpaceX filed for a $55B Texas chip fab. Total Terafab spend could hit $119 billion.

SpaceX filed plans for a $55B Terafab semiconductor facility in Grimes County, Texas. Total spend could reach $119 billion across phases.

AMD CEO Lisa Su on stage at CES 2026, presenting AI accelerator products
Hardware·

AMD's data center revenue jumped 57% to $5.8 billion in Q1. Its stock closed up 18%.

AMD reported Q1 revenue of $10.25B, up 38% YoY. Data center hit $5.8B (+57%) and Q2 guidance midpoint of $11.2B beat consensus by roughly $700M.