Stock Movers Samsung to Invest in AI; Elliott Said to Build Stake in Invisalign-Maker Align; Rocket Lab Jumps
Mar 19, 2026
Big tech doubles down on AI chip dominance with a record multi‑billion investment in capacity and research. An activist investor has quietly amassed a sizable stake in a leading teeth‑straightening company. A space launch firm surges after landing a large hypersonic test flight contract with the US military.
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AI Revenue Alone Didn't Satisfy Alibaba Investors
- Alibaba missed fourth-quarter sales and earnings estimates despite 36% cloud revenue growth and triple-digit AI product revenue growth.
- Dan Curtis highlights investors want clear monetization plans as AI revenue growth alone didn't satisfy expectations.
Anticipate Short-Term Share Pressure From Big CapEx
- Expect heavy-capex announcements to weigh on chipmakers' share prices in the short term despite upbeat demand forecasts.
- Dan Curtis points to Micron's $25 billion spending plan that caused a 5% pre-market drop even with stronger revenue outlooks.
Samsung's Massive AI Chip Bet
- Samsung will spend about 110 trillion won (~$73–75 billion) on chip capacity and R&D this year, signaling an aggressive push into AI semiconductors.
- Dan Curtis notes the scale is record-level and is already pressuring Korean chip stocks, which fell about 5%.