GuruFocus.com4d agobearish
Apple Stock Plunges 9.6% as Analyst Cuts Target, Proposes IntelMelius maintained its buy rating but lowered Apple's target and suggested using Intel to reduce processor-supply risk.
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Stocktwits6d agobearish
Cathie Wood's Ark Trims BMNR Stock Exposure Despite Calling Its Ethereum Strategy ‘Exponential’ – Sells BLSH, HOOD, XYZ Shares TooArk Invest sold 120,665 shares of BMNR, making it the firm's largest trade of the day.
GuruFocus.com6d agobearish
TSMC Stock Drops 4.1% as $2 Trillion AI Rout SpreadsTSMC's U.S. shares declined as leveraged selling spread beyond Korea despite the chipmaker's record quarterly profit.
MT Newswires6d agobearish
Sector Update: Tech Stocks Fall Wednesday AfternoonTech stocks were lower Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF
Motley Fool7d agobearish
Why Amkor Plunged TodayIs this a golden buying opportunity for the AI beneficiary?
24/7 Wall St.8d agobearish
This Chip ETF Just Pulled Off a Historic 2026 While Nvidia StumbledA chip ETF just posted one of its best years on record, and the stock everyone expected to lead it barely showed up. The real story is which names hijacked the rally and why the fund's rulebook deserves more credit than any of its holdings.
24/7 Wall St.8d agobearish
AI Memory Boom Goes Bust. Micron, SK Hynix, Sandisk Plunge 30% — and Are Still FallingMemory stocks delivered some of the biggest gains in semiconductor history as AI demand swept through the sector, rewarding investors who got in early. Now those same stocks are cratering, and the question keeping traders up at night is whether this is a buying opportunity or the beginning of something far more painful.
MT Newswires8d agobearish
Semiconductor Slump Slams Asian Stock MarketsAsian stock markets churned downwards on Tuesday, with tech-exposed exchanges closing sharply lower
Zacks8d agobearish
Missed NVIDIA? This AI Infrastructure Stock Has More Room to RunWestern Digital is riding AI storage demand with rising revenues, expanding margins and bullish analyst targets. See why WDC could extend its rally.
24/7 Wall St.14d agobearish
Morgan Stanley Warns Europe Is Falling Behind: U.S. Will Spend 20 Times More on AI Than All of EuropeMorgan Stanley's latest roundtable reveals a structural gap between the U.S. and Europe in AI investment that no single policy fix can close, and the timeline for when this imbalance reshapes global labor markets is far longer than most analysts expect.
Motley Fool16d agobearish
Taiwan Semiconductor Manufacturing Just Showed the Artificial Intelligence (AI) Build-Out Is Alive and Well With This Jaw-Dropping AnnouncementTSMC is at the heart of the data center infrastructure build-out.
Reuters Videos18d agobearishVIDEO
Wall St ends lower for the day and week as chip selloff broadens<body><p>STORY: Wall Street ended the week with another down day on Friday, as the Dow dropped more than three-quarters of a percent, the S&P 500 shed 1% and the Nasdaq lost 1.4%.</p><p>All three indexes also posted weekly losses.</p><p>Semiconductor shares initially led the selloff, which broadened as the session progressed.</p><p>The Philadelphia Semiconductor Index, while still up about 65% year-to-date, logged its steepest weekly loss in over a year this week, and has tumbled nearly 18% so far in July. </p><p>Eric Lynch, managing director & co-portfolio manager at Suncoast Equity Management, said the decline reflects investor jitters over billions in AI-related spending.</p><p>"You're seeing just continued consternation surrounding, 'Hey, what's the ETA on this return on investment?' Right? And when TSMC [Taiwan Semiconductor Manufacturing Company], the fab [fabrication] company, reported this week, they said, "Look, things are great, but we're going to be building 15% even higher CapEx than we guided for, and our revenues are going to go up not quite as much as that,' in terms of the increase in guidance. So investors were concerned. And so it's probably going to be really important to see what the hyperscalers do this earnings season. Microsoft, Google, Amazon - are they seeing revenues that are actually in line or, ahead of, their CapEx, or not?”</p><p>:: Netflix</p><p>Elsewhere in the market, shares of Netflix tumbled more than 7% after the streaming giant's weaker-than-expected earnings forecast, raising doubts about the sustainability of the content growth momentum.</p><p>Shares of Uber dropped 2% after the ridesharing service announced it would acquire Germany's Delivery Hero in a deal worth nearly $15 billion.</p><p>:: Intuitive Surgical </p><p>And shares of Intuitive Surgical plunged 14% after the company maintained its global growth forecast for procedures performed with its da Vinci surgical robots, and warned that changes to some insurance plans could hurt demand.</p></body>
24/7 Wall St.19d agobearish
AMD Falls 5%, Intel Drops 4%, NVIDIA Slides 3% Before Recovering as Rotation Hits Semiconductor StocksA 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.
Stocktwits19d agobearish
TSM Stock Falls To Two-Month Low Amid Semiconductor Sell-Off Despite Wave Of Price Target HikesTSMC’s stock traded below $400 for the first time since May, marking the seventh straight day of losses for the shares.
Proactive19d agobearish
Nasdaq to lead US stocks lower as chip sell-off deepens; Netflix disappoints8am: Wall Street futures lower as tech rout spreads Wall Street looked set for a sharply weaker open on Friday as a global sell-off in semiconductor stocks gathered pace, with disappointing corporate earnings adding to the risk-off mood. Futures pointed to the Nasdaq opening around 1.5%...
Reuters19d agobearish
European shares drop as global tech selloff, Middle East conflict weighBy Tharuniyaa Lakshmi and Johann M Cherian July 17 (Reuters) - European shares fell on Friday, tracking a loss in global markets on the back of a chip-stock selloff and an escalating Middle East
The Telegraph19d agobearish
Global stocks plunge in AI ‘bloodbath’Global stocks have suffered heavy falls in a “bloodbath” for companies linked to the AI boom.
Reuters19d agobearish
Wall St futures fall as chip selloff gathers pace; Netflix tumblesJuly 17 (Reuters) - U.S. stock index futures slid on Friday as a selloff in chip stocks deepened, forcing investors to reassess the staying power of this year's AI-fueled rally, while a weak forecast
Bloomberg19d agobearish
Chip Stock Selloff Deepens in Asia as TSMC Fails to Impress(Bloomberg) -- A selloff in Asian chip stocks gathered pace, as Taiwan Semiconductor Manufacturing Co.’s strong results failed to clear investors’ lofty expectations, stoking worries over heavy spending and a weaker outlook for profitability. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsCIA Says AI Drones Give Russian Troops Onl
Reuters19d agobearish
Stocks stumble, oil set for weekly gain on renewed Gulf hostilitiesBy Rae Wee SINGAPORE, July 17 (Reuters) - Asian stocks got off to a rocky start on Friday as the drag from chipmakers weighed on global equity indexes, while oil prices were set for their sharpest
StockStory19d agobearish
Nova and Microchip Technology Shares Are Falling, What You Need To KnowA number of stocks fell in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before.
StockStory19d agobearish
Lattice Semiconductor, AMD, and Qualcomm Shares Are Falling, What You Need To KnowA number of stocks fell in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before.
StockStory19d agobearish
Why Reddit (RDDT) Stock Is Falling TodayShares of online community and discussion platform Reddit (NYSE:RDDT) fell 3.8% in the afternoon session after tech stocks pulled back as profit-taking overshadowed a bullish rating from Wedbush.
StockStory19d agobearish
FormFactor and Kulicke and Soffa Shares Are Falling, What You Need To KnowA number of stocks fell in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before. TSMC shares fell roughly 4% in the morning session despite a record profit beat.