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Qualcomm is selling off sharply on a day when the broader chip fund is climbing, and the disconnect between those two moves points to something specific happening inside one of the market's most closely watched semiconductor names.
Korea's newest chip ETF bets almost everything on two memory giants at the exact moment HBM pricing and AI capex commitments could swing either way, and the fund is young enough that most investors have no idea what they are actually buying.
Energy stocks were pretty much the only thing working on Tuesday. The Dow Jones Industrial Average was down 430 points, or 0.8%. The S&P 500 was down 0.5%. The Nasdaq Composite was down 0.8%. Only about 160 stocks in the S&P 500 were rising, and only two of the 11 major sectors were up on the day.
The stock market picked a direction: down. The Dow Jones Industrial Average fell 500 points, or 1%, after oil prices and bond yields spiked. The S&P 500 fell 0.5%. The Nasdaq Composite dropped 0.6%. The move followed a jump in WTI crude oil futures, which rose 1.
Texas Instruments (NASDAQ:TXN) stock is up 55% year to date and trades at $264.70, a rally that’s beaten the broad market by a wide margin while still lagging its own chip sector. The gain puts Texas Instruments among the year’s strongest large-cap analog winners, even after a soft Monday session in the semiconductor group. The […]
A weekend debate over AI pacing collided with a Federal Reserve rate decision, and the chip sector is now sorting winners from losers in a way that reveals exactly which stocks investors trust least when the future gets expensive.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...
Anthropic's CEO called for slowing AI model progress over the weekend, and by Monday morning the shockwave had traveled straight to the fab equipment order books that Wall Street spent 2026 treating as untouchable.
A weekend essay from an AI CEO that never named a single chipmaker just sent Intel, AMD, and NVIDIA sliding in unison, and the order in which they fell tells a story that contradicts the obvious explanation.
Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin story that is splitting the entire custom-silicon trade in two.
Applied Materials just posted record revenue and raised its guidance, yet the stock keeps falling while its closest peers barely flinched. Understanding why that gap exists changes everything about what you should do next.
A global bond selloff sent long-term yields surging to levels not seen in over a year, and the chips sector is bearing the brunt as traders reprice the market's most ambitious AI growth bets.
The same optics stocks that led the AI hardware rally through August are now getting hit hardest, but the selling pattern reveals something specific about who is actually driving the pressure and why one name carries an overhang the others do not.
Marvell just posted record Data Center numbers and raised its outlook, yet the stock is getting crushed in early trading. The culprit is a massive Google AI deal that Wall Street wanted years sooner than management is promising to deliver it.
Nvidia slipped 0.3% to $212.42 at Wednesday's opening bell, as investors wait for the chip maker's fiscal second-quarter earnings report to be released after the market close. The results will be an indicator of the health of the artificial-intelligence trade, which has dominated markets for more than a year.
Marvell has surged further than almost any semiconductor stock in 2026, and now it faces a confirmed earnings event in three sessions with options volume piling up on both sides. The question is whether that lead becomes a liability before the August 27 print arrives.
Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do with NVIDIA at all.
A surprise capital raise sent shockwaves through the AI optics trade Monday morning, pulling down not just one stock but an entire high-flying corner of the semiconductor market that had been one of 2026's biggest winners.
Chip equipment stocks are selling off hard even as Treasury yields drop and the broader market climbs, and the disconnect points to something more troubling than a rates problem lurking beneath the AI infrastructure trade.
Marvell just walked into Broadcom's most important customer relationship, and the fallout is shaking loose bigger questions about whether Broadcom's stock has been quietly losing its grip on the AI chip race all year.
While AI hardware stocks cratered on Tuesday and the Nasdaq bled red, a handful of drone names barely flinched. Here is why their revenue stream insulates them from the chaos hammering the rest of the market.
The S&P 500 Index ($SPX ) (SPY ) closed down by -0.69% on Tuesday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down by -0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -1.68%. E-mini S&P futures (ESU26 ) fell -0.69%, and September E-mini...
A Wall Street Journal report on $3 trillion in off-balance-sheet tech commitments just sent shockwaves through the foundry sector, and the ripple effects are raising uncomfortable questions about whether the AI buildout can actually support current chip valuations.
A bullish UBS note on Marvell's AI business landed Tuesday morning, and the stock still cratered 6%. The reason has nothing to do with silicon and everything to do with what happened in the bond market.
Quarterly institutional filings just revealed which major tech rivals and hedge funds were crowding into the same chip stock before Tuesday's sharp selloff, and the concentration levels are raising eyebrows across Wall Street.
<p>US-listed ETFs took in more than $38 billion last week.</p>
A fresh DDR5 patent complaint at the International Trade Commission just wiped out a chunk of Super Micro Computer's massive weekly rally, yet the memory maker named in the same filing is trading sharply higher. Here is why the market is splitting the two apart.