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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.
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.
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.
The S&P 500 Index ($SPX ) (SPY ) today is down -1.06%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.23%. September E-mini S&P futures (ESU26 ) are down -0.95%, and September E-mini Nasdaq futures...
Marvell has surged over 100% this year, but a sudden wave of AI spending fears is now erasing billions in market value across the entire chip sector. Whether this is a brief shakeout or the beginning of a deeper unwind depends on one crucial question.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.46%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.28%. September E-mini S&P futures (ESU26 ) are down -0.40%, and September E-mini Nasdaq futures...
ASML says its high-end machines are helping investors make memory more quickly than expected. In the short term, that could weigh on memory prices.
A spectacular run for chip makers, server suppliers, and memory and storage names seems to have investors on edge.
Chip stocks have staged a historic run in 2026, and Bank of America's latest fund manager survey reveals just how extreme the crowding has become. Before you chase or fade the four AI-chip names at the center of it, the valuation spread between them tells a very different story for each.
The AI optics trade just handed back a chunk of its parabolic gains in a single afternoon, and the question now is whether the stocks leading this year's most crowded hardware rally are taking a breather or signaling something worse.
A single report on Chinese memory chip makers sent Micron tumbling and pulled Intel, AMD, and Marvell down with it, raising a question traders need to answer fast: is this a sector-wide buying opportunity or the start of something bigger?
If the AI trade collapses, you do not have to just sit back and take it. Trade it for profits with inverse ETFs.
A Pearland, Texas groundbreaking sent shockwaves through the AI optics sector Tuesday, lifting three optical transceiver stocks simultaneously and reigniting a trade that has already handed early investors triple-digit gains this year.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...
A cooler-than-expected inflation print sent chip stocks surging Tuesday, but AMD sitting at a 185x P/E after a 150% year-to-date run raises a sharp question: is this a breakout toward $600 or the setup for a painful unwind?
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