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Review & Preview: It Could Have Been Worse
Barrons.com28d agoneutral
Review & Preview: It Could Have Been Worse

REVIEW PREVIEW NEWSLETTER Summer Repeat. It sounds like a broken record, but once again tech was the reason behind the market’s downbeat end to the week. Insurance earnings helped rescue the Dow Jones Industrial Average from an even bigger decline.

NFLX^DJI^GSPC^IXIC
nLIGHT (LASR) Stock Trades Up, Here Is Why
StockStory28d agoneutral
nLIGHT (LASR) Stock Trades Up, Here Is Why

Shares of laser company nLIGHT (NASDAQ:LASR) jumped 5.8% in the afternoon session after investors focused on a $627 million defense contract, allowing the stock to rally against a broader selloff in the technology sector. The stock experienced significant volatility following a sharp rally driven by its Joint Laser Weapon System deal with the Department of Defense. While some traders were locking in gains, the magnitude of the contract appeared to maintain investor interest. nLIGHT's move was no

LASR^IXIC
Wall St ends lower for the day and week as chip selloff broadens
Reuters Videos28d agobearishVIDEO
Wall St ends lower for the day and week as chip selloff broadens

<body><p>STORY: Wall Street ended the week with another down day on Friday, as the Dow dropped more than three-quarters of a percent, the S&P 500 shed 1% and the Nasdaq lost 1.4%.</p><p>All three indexes also posted weekly losses.</p><p>Semiconductor shares initially led the selloff, which broadened as the session progressed.</p><p>The Philadelphia Semiconductor Index, while still up about 65% year-to-date, logged its steepest weekly loss in over a year this week, and has tumbled nearly 18% so far in July.&nbsp;</p><p>Eric Lynch, managing director & co-portfolio manager at Suncoast Equity Management, said the decline reflects investor jitters over billions in AI-related spending.</p><p>"You're seeing just continued consternation surrounding, 'Hey, what's the ETA on this return on investment?' Right? And when TSMC [Taiwan Semiconductor Manufacturing Company], the fab [fabrication] company, reported this week, they said, "Look, things are great, but we're going to be building 15% even higher CapEx than we guided for, and our revenues are going to go up not quite as much as that,' in terms of the increase in guidance. So investors were concerned. And so it's probably going to be really important to see what the hyperscalers do this earnings season. Microsoft, Google, Amazon - are they seeing revenues that are actually in line or, ahead of, their CapEx, or not?”</p><p>:: Netflix</p><p>Elsewhere in the market, shares of&nbsp;Netflix tumbled more than 7% after the streaming giant's weaker-than-expected earnings forecast, raising doubts about the sustainability of the content growth momentum.</p><p>Shares of Uber dropped 2% after the ridesharing service announced it would acquire Germany's Delivery Hero in a deal worth nearly $15 billion.</p><p>:: Intuitive Surgical&nbsp;</p><p>And shares of Intuitive Surgical plunged 14% after the company maintained its global growth forecast for procedures performed with its da Vinci surgical robots, and warned that changes to some insurance plans could hurt demand.</p></body>

TSM^DJI^GSPC^IXIC
China’s Moonshot AI Adds to Chip Investors’ Worries
The Wall Street Journal28d agobearish
China’s Moonshot AI Adds to Chip Investors’ Worries

The surprise release of a breakthrough artificial-intelligence model from China intensified a selloff in chip stocks on Friday, fueling concerns about competition in AI and massive corporate spending that underpins its build-out. Tech stocks led a Friday selloff that by late afternoon had broadened to envelop 10 of 11 sectors in the S&P 500 index. The latest trigger was China’s Moonshot AI, which unveiled its Kimi K3 large language model on Friday.

MU^GSPC^IXIC
US stocks sink this week, semiconductors walloped amid sell-off
Yahoo Finance Video28d agobearishVIDEO
US stocks sink this week, semiconductors walloped amid sell-off

US equities (^DJI, ^IXIC, ^GSPC) closed Friday's session in negative territory — led by the Nasdaq Composite's 1.4% drop — all three of the market indexes seeing weekly losses amid the recent sell-off in semiconductor stocks. Yahoo Finance Markets and Data Editor Jared Blikre examines the day's market moves, taking a closer look at the losses in semiconductor stocks and the gains seen across the software landscape.

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