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Appaloosa Management just concentrated its biggest US equity bets across five stocks that together cover every layer of the AI stack, and one of them has nothing to do with chips.

Tech stocks face rare market divergence and sharp volatility as Micron and other AI names slide, while one fund manager sees improving risk-reward.

Micron and Nvidia are driving Tech earnings growth, with their impact reshaping the S&P 500's Q2 profit outlook as earnings season gains momentum.

Big Tech earnings are on deck this week. The Opening Bid panel breaks down what to expect from Alphabet (GOOGL, GOOG) and Tesla (TSLA). Truist CIO and chief market strategist, Keith Lerner, and Yahoo Finance Senior Business Reporters Ines Ferré discuss the key themes and risks heading into earnings.

STOCKS Investors are kicking off the trading week with AI bubble anxieties seemingly in the rearview mirror, pushing chip stocks higher and powering a nearly 1% advance in the Nasdaq composite. The gains come despite Alibaba previewing its new artificial-intelligence model-the second time in a week that China has flexed its advances in AI.

Yahoo Finance Executive Editor Brian Sozzi welcomes Truist CIO and chief market strategist Keith Lerner and Yahoo Finance Markets & Data Editor Jared Blikre to the show to discuss the outlook for tech as chip stocks attempt to recover from recent pullbacks and the Philadelphia semiconductor (^SOX) sector falls into a bear market.

Micron, Texas Instruments, NVIDIA and Broadcom pair AI-driven growth with billions in free cash flow amid market volatility.

Semiconductor stocks edged higher on Monday following a recent sell-off.

Semiconductor stocks were poised to jump on Monday.

Following a significant surge, investors must determine if Intel's turnaround is just beginning or if its potential is already reflected in the stock price.

After a historic run-up, Micron's biggest opportunity goes beyond more growth to a fundamental business model change investors are just starting to grasp.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

(Bloomberg) -- Bearish bets across US stocks are surging to a record in the face of market gains, reflecting anxiety about the staying power of a rally that has seen the S&P 500 jump 18% from late March. Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsTrump Silent So Far on Iran Plans as US Death Toll Hits 17FCC Near Rulings Aga

The elimination of a Dot Com-era pattern day trading rule is expanding access to margin for retail investors—and raising concerns about volatility.

Stock Market Today: The Dow Jones index rose Monday on rising U.S.-Iran peace hopes. Nvidia, Micron and Sandisk rebounded.

The unwind in artificial intelligence and momentum stocks is entering its maturing stage and should not trigger prolonged market weakness, according to JP Morgan. The bank's equity strategists, led by Mislav Matejka, noted a challenging few weeks for AI-linked groups, with Korea's market down...

Investing.com -- Morgan Stanley told investors in a note Monday that it believes the recent selloff in U.S. memory stocks presents a buying opportunity, arguing that data center memory shortages continue to intensify even as mixed signals emerge elsewhere in the market.

Helport AI has reached a significant commercial milestone with its AI Labor platform in the consumer finance sector, specifically within overseas markets. By integrating AI-driven processes across consumer finance collections and customer acquisition, the company has validated its platform's capability to perform complex tasks traditionally managed by human teams, including intelligent outbound calling and real-time engagement through WhatsApp. The AI Labor system successfully handled large...

AI stocks are mounting a comeback as investors get over the worst of their fears about cheap Chinese large-language models.

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

Micron stock has dropped 30% in the past month as debate rages about how long the memory shortage can last.

The memory chip specialist stock appears incredibly cheap.

By Caroline Valetkevitch NEW YORK, July 20 (Reuters) - Chipmakers are in focus on Wall Street, with their shares turning mercurial this month and investors banking on a few dozen newly valuable

↗️ Alibaba (BABA, HK:9988): Shares in the Chinese internet giant rose after it previewed its new AI model, which it said is second only to Anthropic’s Fable 5. ↘️ Ryanair (IR:RYA): Shares in the budget airline fell after it reported a drop in first-quarter profit, hit by lower fares and rising fuel costs because of the conflict in the Middle East.

Contracts to supply computing power for artificial-intelligence calculations have become such a fixture of the craze that whole industries have begun reorganizing around them. AI suppliers say these arrangements give them unprecedented visibility into their future revenue, allowing them to wow investors with promises of bumper sales and profits ahead. Memory suppliers and their customers have sought out longer-dated deals in recent months.

The artificial intelligence trade just hit some turbulence, and chip stocks are plunging.

While several uber-popular semiconductor stocks are tanking, you may be wondering if you should buy the dip or hedge your bets against these names. Here's what I'd recommend.

Demand for memory chips to power AI workflows has led to surging prices in memory chip stocks like Micron.

Chip and AI-linked stocks have whacked in recent weeks after a sharp run-up, while inflation concerns, the U.S.-Iran conflict, and stretched valuations have also weighed on sentiment.

The fundamentals say boom. The stock price says the boom is ending. One of them is wrong.