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↗️ Alibaba (BABA, HK:9988): Shares in the Chinese internet giant rose after it previewed its new AI model, which it said is second only to Anthropic’s Fable 5. ↘️ Ryanair (IR:RYA): Shares in the budget airline fell after it reported a drop in first-quarter profit, hit by lower fares and rising fuel costs because of the conflict in the Middle East.
Once the Magnificent Seven’s most enthusiastic fans, they are looking elsewhere for the next superstar tech stocks.
Marvell shares collapsed more than 32% in a single month even as its data center business explodes and NVIDIA bets billions on its future, leaving investors to decide whether this dip is a gift or a warning sign.
Nvidia's GPUs keep getting faster, but a deeper problem is quietly throttling AI's progress and reshaping where the next wave of infrastructure spending lands. Three stocks are positioned to profit from the shift.
The easy gains from AI may be over, but few companies still stand to benefit from the next wave of AI infrastructure spending.
After a violent June rally sent Rambus shares soaring and a brutal July pullback erased nearly a third of those gains, the memory interface specialist sits at a crossroads between AI-driven growth and mounting bearish signals that insiders may already be acting on.
Watching a new investment portfolio drop nearly 10% within days of buying can make anyone question whether they made a mistake. That’s exactly what happened to one beginner investor after a basket of technology and AI-related stocks fell sharply, leaving...
KraneShares just launched an actively managed ETF targeting the laser and optical chip companies powering AI data centers, but a fund with only two days of price history, a waivable fee discount, and holdings already deep in a selloff raises a pointed question about whether the timing is opportunity or trap.
The tech selloff has spread beyond semiconductor stocks to many of this year’s biggest listings, even as some Wall Street analysts argue the pullback is a healthy reset rather than the end of the AI boom.
"For those intoxicated by the ride and potential profit opportunity, the lesson that ‘what goes up’ can ‘COME DOWN A LOT FASTER’ is often a painful surprise," InvesTech Research's Claire Cantalupo wrote. The analyst flagged SpaceX's post-IPO plunge, the stock has shaved $1 trillion from its market capitalization at its peak. The PHLX Semiconductor Index has also entered a technical bull market, down more than 20% from all-time highs seen just one month prior.
Don't let the volatility scare you away.
CRDO's free cash flow surges to $177.5 million, strengthening liquidity for innovation, acquisitions and AI-driven connectivity growth.
The S&P 500 Index ($SPX ) (SPY ) today is down -1.06%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.23%. September E-mini S&P futures (ESU26 ) are down -0.95%, and September E-mini Nasdaq futures...
AI infrastructure is running into physical bottlenecks that most investors overlook, and three semiconductor stocks sitting at those chokepoints are flashing unusual setups ahead of July earnings season.
July 17 (Reuters) - U.S. equity funds recorded outflows in the week through July 15, as a selloff in chip stocks and rising U.S.-Iran tensions, outweighed strong corporate earnings and cooler
FEATURE Tech was getting hit again on Friday as investors carried on selling chip makers and other artificial-intelligence stocks. Futures tracking the slumped 1.8%. The and were both also on track to open lower.
↘️ Intel (INTC), Micron Technology (MU), Marvell Technology (MRVL), Advanced Micro Devices (AMD): Chip stocks slid across the board in premarket trading amid mounting skepticism about the sustainability of the AI boom.
U.S. markets bled amid rising AI concerns after Taiwan Semiconductor Manufacturing massively hiked its capital expenditures for 2026.
Marvell Technology (MRVL) reached $188.3 at the closing of the latest trading day, reflecting a -8.71% change compared to its last close.
Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) fell 8.4% in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before.
The PHLX Semiconductor Index hit a record high in late June and has since tumbled nearly 20%
Taiwan Semiconductor Manufacturing posted its fifth straight quarter of record earnings earlier today, but that wasn’t enough to cheer investors. The Nasdaq slipped 1.5%, with Sandisk Western Digital and Marvell among the biggest losers. The PHLX Semiconductor index was off 4.3%.
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