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Stocks are mixed in early trading, with tech weak but other sectors hanging in. Crude oil, gold, and silver are all lower, while Treasuries are up modestly and the dollar is flat.
Two of the big stock market benchmarks were going in radically different directions Tuesday morning. The Dow Jones Industrial Average was up 320 points, or 0.6%. The Nasdaq Composite sank 1.3%. The S&P 500 was down 0.
A Wall Street Journal report about NVIDIA potentially backstopping OpenAI's compute ambitions at a staggering scale has triggered a broad selloff across AI hardware names, and the concern investors cannot shake goes straight to the heart of how sustainable the AI spending boom really is.
TSMC just committed another $100 billion to U.S. chipmaking on the same day it posted record profit. Behind both moves is an AI chip demand it still can’t fully meet.
The S&P 500 is hugging the breakeven line, but most of the market is actually on the rise. The market benchmark is down 0.1% after turning higher a few times and losing steam. The Dow is also around breakeven.
Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.
Nvidia’s new Spectrum-6 platform shows the AI race is no longer just about chips, but about the networking that ties them together.
A leaked investor call from a Chinese AI CEO contains a pointed argument about the one assumption holding up NVIDIA's entire valuation, and if the logic holds, the fallout reaches well beyond NVDA stock.
It's no surprise semiconductor ETFs are topping the charts this year — fueled by the AI boom. But long-term performance is also impressive.
The company could theoretically retire more than 40% of its outstanding shares. However, that is not as easy as many make it out to be.
What was working on Wall Street was pretty much a mirrored image of yesterday’s action. The Dow was up 64 points, or 0.1%. The top strategies were pure value, low volatility, and dividend stocks, while small-caps, growth, and momentum were lagging behind.
Texas Instruments will report earnings after the close. The growth of the chip maker’s data-center business could be a signal for the rest of the artificial-intelligence trade.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.58%. September E-mini S&P futures (ESU26 ) are up +0.62%, and September E-mini Nasdaq futures...
A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm kept a price target well below where the stock trades today. Here is what the rally is actually pricing in ahead of Thursday's earnings.
Burry says Hong Kong offers cheap stocks as AI-driven markets outperform and chip selloff deepens.
Monday’s market moves signaled chip stocks were on the rebound, with some of the same names that drove last week’s selloff leading today's gains. The PHLX Semiconductor Index was 2.1% higher and the Roundhill Memory ETF was up 2.3%. Chip maker stocks were some of the hardest hit names in last week’s selloff with the SOX index dipping into a technical bear market, down over 20% in roughly a month.
Jensen Huang is making a bold prediction about semiconductors that makes Michael Burry's AI bubble warnings look shortsighted, and the math behind his vision of trillions of AI agents could change how investors think about chip demand entirely.
The broader stock market remains seemingly calm, but a brutal 20% semiconductor plunge has veteran strategist Ed Yardeni warning that high-flying tech equities have even further to fall. While the S&P 500 is hovering securely around the 7,500 level—just 2.0% below its June 2 all-time high—momentum tech stocks are in freefall. Tech Wreck Beneath the Surface “The surface stayed calm while the engine broke,” Yardeni noted, highlighting the stark divergence between the broader market and the tech se
<p>Chip funds have plunged since June 22, but the money keeps coming in.</p>
In early 2025, the release of DeepSeek’s R1 artificial-intelligence model sent tech stocks sliding. Moonshot AI, the Chinese lab backed by Alibaba Group on Thursday released its newest model, dubbed Kimi-K3. The model outperformed its most advanced peers from Anthropic and OpenAI across an array of coding tasks, according to model evaluator Arena AI.
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