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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.

Stock Market Today: The Dow Jones index rises Thursday ahead of a key inflation report. Nvidia chipmaker TSMC falls on August sales.

Snowflake surged 17% on earnings night, then spent Friday giving it back while every benchmark around it barely budged. That split-screen moment raises a pointed question about who is actually selling and why.

Zscaler posted a clean earnings beat and still sent the whole cybersecurity sector into retreat, raising an uncomfortable question about whether even the strongest growth numbers can justify where these stocks are priced right now.

Adobe named an internal successor days before a scheduled earnings report, and investors are not treating the timing as a coincidence. The question hanging over the stock is whether the new CEO can answer what the AI era actually means for the company's core business.

Software's biggest winners are selling off hard today while the broader tech index barely flinches, and the disconnect between those two moves reveals something traders need to understand before Snowflake's report hits after the close.

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.

Serve Robotics erased its Grubhub rally in a single session after a shocking guidance cut spooked investors, but the company insists robot delivery demand is accelerating even as its biggest delivery partner quietly backs away.
A brutal earnings miss sent one ad-tech giant into freefall while its closest rivals barely flinched, raising urgent questions about whether the company faces a temporary stumble or a much deeper structural breakdown.
During an interview with Fox News on Wednesday, Trump warned that the United States will be “hitting Iran hard” following the attack on U.S. bases in Jordan.
A Senate China probe, AI spending fears, and fresh layoffs are hitting Amazon stock just one week before a quarter that Wall Street expects to be strong. Something does not add up, and earnings may force a reckoning either way.
Stock Market Today: The Dow Jones index dropped 300 points Thursday as Alphabet and Tesla stock dived on earnings. Oil prices jumped.
Stock Market Today: The Dow Jones index dropped Friday as Netflix stock plunged on earnings. SpaceX shares sold off on a canceled test flight.
U.S. markets bled amid rising AI concerns after Taiwan Semiconductor Manufacturing massively hiked its capital expenditures for 2026.
Stock Market Today: The Dow Jones index dropped Tuesday ahead of the June CPI inflation report. IBM stock plunged 23% on earnings.
AppLovin is cratering 12% on Monday with no company-specific news to blame, leaving investors to wonder whether the selloff signals real trouble or just a high-beta name taking the brunt of a cooling AI trade.
Dow Jones Futures: AI stocks rallied, with Astera, Bloom Energy and Tesla higher. But SpaceX stock dropped ahead of Nasdaq-100 inclusion.
Stock Market Today: The Dow Jones index fell Monday, while tech futures rallied. Micron stock and Sandisk rebounded in premarket trading.
U.S. private employers added 98,000 jobs in June, according to ADP, as investors await Thursday’s payrolls report for clues on the labor market and interest rates.
By Noel Randewich June 26 (Reuters) - Shares of SpaceX rose a marginal 0.15% on Friday ahead of its inclusion in Russell indexes, with passively managed funds tracking those benchmarks required to add
Tuesday's catalysts include flash PMIs, Richmond Fed data, ADP weekly employment, Treasury bill and 2-year note auctions, and May money supply.
Stock Market Today: The Dow Jones index wavered Wednesday ahead of the Fed's decision and Fed Chair Warsh's comments. SpaceX stock rallied.

