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Bears keep recycling the same China narrative about Nvidia, but each earnings report dismantles it faster than they can rebuild it. Here is why the loudest argument against the stock keeps pushing me to buy more.

Seven of the worst performers for the month were still up by triple digits for 2026.

Chip stocks tumbled amid geopolitical tensions and valuation concerns, while Travelers surged on earnings, today, July 17, 2026.

Google earnings and capex guidance will be key for battered AI stocks. Tesla, Intel, GE Vernova also will report.

A new AI model from China is worrying Wall Street and keeping pressure on tech stocks.

MARKETS PM NEWSLETTER This is an edition of the Markets P.M. newsletter, a recap of the day’s most important markets moves, delivered after the closing bell. If you’re not subscribed, sign up here. What Happened in Markets Today The chip-stock selloff deepened, dragging the tech-heavy Nasdaq down 1.

Options markets imply a 15% move in either direction.

Japan's tech selloff spills into U.S. trading

Intel has transformed itself and is back in growth mode ahead of earnings. But Intel stock hasn't been immune to the chip market sell-off.

SK Hynix stock just staged a dramatic reversal after touching a fresh low, but the forces behind the bounce raise as many questions as they answer about whether this is a genuine recovery or a technically driven squeeze running out of road.

Intel (INTC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Intel is expanding its Google Cloud partnership to deploy generative AI across its workforce and speed chip development with advanced cloud computing.

Its history of deep, prolonged drawdowns is the risk every shareholder carries today.

The chipmaker's shares have pulled back, and while history has rewarded dip-buyers, the price of admission is still steep.

Before Intel's stock price caught fire, the company's own earnings calls were quietly building the case that its core server business was far from obsolete.

If you hold shares in the chipmaker, you are already exposed to a future where the stock could land in one of two very different places, and the options market is putting a price on that uncertainty.

A 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.

Texas Instruments is poised for a Q2 earnings beat as analog and embedded chip demand rises, led by industrial, data center and automotive strength.

During an interview with CNBC, JPMorgan’s Global Market Strategist, Hugh Gimber, said the chip sector's next leg higher depends on continued Big Tech AI spending.

Chip stocks trimmed losses on Friday as investors bought the dip despite AI jitters.

Chip stocks sold off on Friday as AI jitters resurfaced.

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

US equity futures were edging lower pre-bell Friday as concerns over artificial intelligence spendin

Chip makers are selling off premarket as investors pare back investments in artificial intelligence-linked stocks. Intel, Micron and Sandisk are on track to notch double-digit losses for the week, while large tech names in Asia have cratered.

A $400 million chip-backed loan points to the next wave of AI infrastructure deals.

The benchmark US stock measures were pointing lower before the open Friday as a sell-off in semicond

The semiconductor ETF iShares SMH is down nearly 7% for the week as investors question AI spending sustainability

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.

By Lewis Krauskopf NEW YORK, July 17 (Reuters) - U.S. corporate earnings season heats up in the coming week, with Alphabet and Intel set to offer updates that could sway the market-leading AI trade

↘️ 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.