News

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

A freshly launched ETF packages the ten biggest AI and growth stocks into a single trade, then layers a daily options strategy on top to generate income. Whether that combination can outperform simpler alternatives depends on a trade-off most investors overlook.

AI Chip Stocks Under Pressure as China's Moonshot Challenges U.S. AI Leaders

The chipmaker's stock has gotten way too overheated.

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) hosts its Advancing AI 2026 event next week in San Francisco, its first dedicated AI day since June 2025 when it launched its MI350 series GPUs and previewed its Helios rack system. Jefferies analysts expect AMD to raise its addressable...

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.

Advanced Micro (AMD) 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.

AMD Gains Momentum as Wall Street Raises the Bar on AI Expectations

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.

Nvidia holds the crown and a near-unbreakable moat, yet AMD shares have left Jensen Huang's juggernaut in the dust this year. The reason why comes down to a shift in the AI trade that most investors are still sleeping on.

The PHLX Semiconductor Index is on track to enter a technical bear market. Bank of America analyst Vivek Arya said the dramatic downturn is "a summer reset, not a fundamental reversal." The AI chip maker's market capitalization fell to $4.8 trillion, below Apple's $4.9 trillion valuation.

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.

Western Digital and Seagate are highlighted as smaller AI plays, with strong storage demand, revenue growth and margins fueling expansion beyond NVIDIA's gains.

Management is promising structural growth without shipping more drives, and the market is buying it. But the real test of that high-tech promise is around the corner.

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

Chip stocks sold off on Friday as AI jitters resurfaced.

While the market frets about near-term headwinds, the consulting giant is quietly deploying billions to buy its next wave of growth.

The companies you own inside this consumer staples fund are collectively signaling stronger profits are on the way.

Management laid out a bigger vision for the business, and investors have more than agreed. The question now is how much of that future is already in the price.

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

AMD reports earnings on Aug. 4, and the results could sway both stocks.

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.

Stocks looked set to fall on Friday as investors carried on ditching chip makers, putting the market on track to extend its slump from the previous session. Nasdaq 100 futures dropped 1.8%. The three major indexes all closed in the red on Thursday, dragged down by a selloff in semiconductor heavyweights including Advanced Micro Devices, Broadcom, and Micron.

↘️ 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.

Investors are shifting out of high-flying AI chip stocks and into relatively cheaper Big Tech software and internet names after an extended semiconductor rally.