GuruFocus.com2d agobearish
Why Intel Stock Is Falling TodayIntel Stock Falls as Chip Giant Unveils $15 Billion AI-Focused Funding Plan
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Quartz2d agobearish
Microsoft to unveil Maia 300 AI chip this fall, targets 300,000 unitsThe company has been in talks with TSMC to secure manufacturing capacity for more than 300,000 units for delivery in 2027
24/7 Wall St.2d agobearish
Intel Falls 5% on Proposed $15B Share Sale as AMD, NVIDIA, Broadcom Hold SteadyIntel just rattled its own shareholders with a massive equity raise while every other major chipmaker barely flinched, and the gap between Intel's selloff and the flat sector tells a story about where this company is actually headed.
Investor's Business Daily2d agobearish
Stock Market Today: Dow Falls As Oil Prices Climb; SpaceX Stock Extends Gains (Live Coverage)Stock Market Today: The Dow Jones index falls Monday as oil prices climb amid a lack of progress in U.S.-Iran talks. SpaceX stock rallies.
Motley Fool4d agobearish
Cathie Wood's Ark Piled Into Nvidia and Taiwan Semiconductor After Meta's Earnings Miss. Here's What It Signals for Artificial Intelligence (AI) Stocks.Ark Invest just doubled down on Nvidia and TSMC stock, and the reason why is obvious.
GuruFocus.com12d agobearish
Apple Stock Plunges 9.6% as Analyst Cuts Target, Proposes IntelMelius maintained its buy rating but lowered Apple's target and suggested using Intel to reduce processor-supply risk.
Stocktwits13d agobearish
Cathie Wood's Ark Trims BMNR Stock Exposure Despite Calling Its Ethereum Strategy ‘Exponential’ – Sells BLSH, HOOD, XYZ Shares TooArk Invest sold 120,665 shares of BMNR, making it the firm's largest trade of the day.
GuruFocus.com14d agobearish
TSMC Stock Drops 4.1% as $2 Trillion AI Rout SpreadsTSMC's U.S. shares declined as leveraged selling spread beyond Korea despite the chipmaker's record quarterly profit.
MT Newswires14d agobearish
Sector Update: Tech Stocks Fall Wednesday AfternoonTech stocks were lower Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF
Motley Fool15d agobearish
Why Amkor Plunged TodayIs this a golden buying opportunity for the AI beneficiary?
24/7 Wall St.15d agobearish
This Chip ETF Just Pulled Off a Historic 2026 While Nvidia StumbledA chip ETF just posted one of its best years on record, and the stock everyone expected to lead it barely showed up. The real story is which names hijacked the rally and why the fund's rulebook deserves more credit than any of its holdings.
24/7 Wall St.15d agobearish
AI Memory Boom Goes Bust. Micron, SK Hynix, Sandisk Plunge 30% — and Are Still FallingMemory stocks delivered some of the biggest gains in semiconductor history as AI demand swept through the sector, rewarding investors who got in early. Now those same stocks are cratering, and the question keeping traders up at night is whether this is a buying opportunity or the beginning of something far more painful.
MT Newswires15d agobearish
Semiconductor Slump Slams Asian Stock MarketsAsian stock markets churned downwards on Tuesday, with tech-exposed exchanges closing sharply lower
Zacks16d agobearish
Missed NVIDIA? This AI Infrastructure Stock Has More Room to RunWestern Digital is riding AI storage demand with rising revenues, expanding margins and bullish analyst targets. See why WDC could extend its rally.
24/7 Wall St.22d agobearish
Morgan Stanley Warns Europe Is Falling Behind: U.S. Will Spend 20 Times More on AI Than All of EuropeMorgan Stanley's latest roundtable reveals a structural gap between the U.S. and Europe in AI investment that no single policy fix can close, and the timeline for when this imbalance reshapes global labor markets is far longer than most analysts expect.
Motley Fool24d agobearish
Taiwan Semiconductor Manufacturing Just Showed the Artificial Intelligence (AI) Build-Out Is Alive and Well With This Jaw-Dropping AnnouncementTSMC is at the heart of the data center infrastructure build-out.
Reuters Videos26d 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. </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 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 </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>
24/7 Wall St.26d agobearish
AMD Falls 5%, Intel Drops 4%, NVIDIA Slides 3% Before Recovering as Rotation Hits Semiconductor StocksA wave of selling swept through semiconductor stocks Friday as investors began questioning whether the AI spending boom can justify chip valuations built on optimism alone. The forces driving this rotation reveal cracks in the narrative that sent some semis up triple digits this year.
Stocktwits26d agobearish
TSM Stock Falls To Two-Month Low Amid Semiconductor Sell-Off Despite Wave Of Price Target HikesTSMC’s stock traded below $400 for the first time since May, marking the seventh straight day of losses for the shares.
Proactive26d agobearish
Nasdaq to lead US stocks lower as chip sell-off deepens; Netflix disappoints8am: Wall Street futures lower as tech rout spreads Wall Street looked set for a sharply weaker open on Friday as a global sell-off in semiconductor stocks gathered pace, with disappointing corporate earnings adding to the risk-off mood. Futures pointed to the Nasdaq opening around 1.5%...
Reuters26d agobearish
European shares drop as global tech selloff, Middle East conflict weighBy Tharuniyaa Lakshmi and Johann M Cherian July 17 (Reuters) - European shares fell on Friday, tracking a loss in global markets on the back of a chip-stock selloff and an escalating Middle East
The Telegraph26d agobearish
Global stocks plunge in AI ‘bloodbath’Global stocks have suffered heavy falls in a “bloodbath” for companies linked to the AI boom.
Reuters26d agobearish
Wall St futures fall as chip selloff gathers pace; Netflix tumblesJuly 17 (Reuters) - U.S. stock index futures slid on Friday as a selloff in chip stocks deepened, forcing investors to reassess the staying power of this year's AI-fueled rally, while a weak forecast
Bloomberg27d agobearish
Chip Stock Selloff Deepens in Asia as TSMC Fails to Impress(Bloomberg) -- A selloff in Asian chip stocks gathered pace, as Taiwan Semiconductor Manufacturing Co.’s strong results failed to clear investors’ lofty expectations, stoking worries over heavy spending and a weaker outlook for profitability. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsCIA Says AI Drones Give Russian Troops Onl