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The S&P 500 Index ($SPX ) (SPY ) on Friday closed down -2.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.35%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -4.77%. June E-mini S&P futures (ESM26 ) fell -2.97%, and June E-mini Nasdaq futures...
Arm Holdings (NasdaqGS:ARM) CEO flagged major hurdles for global chip export controls, saying AI CPU shipments to China are extremely difficult to fully restrict. The CEO also highlighted rapid data center CPU adoption, with ByteDance and Oracle using Arm based AGI CPUs in their AI data centers. These comments point to both regulatory complexity around AI hardware exports and deeper penetration of Arm designs in large scale AI infrastructure. For investors watching Arm Holdings at a share...
Arm Holdings executives unloaded millions worth of stock before an announcement from Nvidia drove shares to a record high.
The S&P 500 Index ($SPX ) (SPY ) today is down -1.00%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.08%. June E-mini S&P futures (ESM26 ) are down -1.11%, and June E-mini Nasdaq futures...
While GPUs remain the engines powering AI inference, Kindig argues that CPUs are becoming the traffic controllers of the AI era.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.90%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.85%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...
Major stock indexes plunged Friday, with the Nasdaq closing 4% lower, as technology shares dropped for a second straight day. Meanwhile, Treasury yields surged after the monthly U.S. employment report indicated more jobs were added than expected in May.
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.41%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.73%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.53%. June E-mini S&P futures (ESM26 ) rose +0.36%, and June E-mini Nasdaq futures...
The chip designer's business is firing on all cylinders as the AI market expands.
AI Market Shakeout Sends SoftBank Shares Sharply Lower
The S&P 500 Index ($SPX ) (SPY ) today is up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.90%. June E-mini S&P futures (ESM26 ) are up +0.02%, and June E-mini Nasdaq futures...
Broadcom shares fell Thursday despite a better-than-expected earnings report, leading other chip stocks lower.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.41%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.23%. June E-mini S&P futures (ESM26 ) are down -0.14%, and June E-mini Nasdaq futures...
Investors Reassess Valuations After Huge Year To Date Rally
NVIDIA Corp. used Computex to expand its push into AI PCs and data-center infrastructure, raising the competitive stakes for Intel Corp., Advanced Micro Devices Inc., Arm Holdings Plc, Qualcomm Inc., Apple Inc., and the broader semiconductor supply chain. NVIDIA Targets...
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.29%. June E-mini S&P futures (ESM26 ) fell -0.78%, and June E-mini Nasdaq futures...
BofA Sees AI Hardware Momentum Building Across Chips