<p>Investors added nearly $42 billion to U.S.-listed ETFs during the week ending Friday July 31.</p>
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Optics stocks are surging well past the broader semiconductor rally as AI data center demand sends valuations into triple-digit territory, but the gap between growth excitement and financial reality may be wider than investors realize.
Stocks are rallying further this morning after a solid day on Thursday. Crude oil is higher along with the dollar, while gold and silver are pulling back. Treasuries are under modest pressure.
The NASDAQ correction is shaking up semiconductor rankings in a way that defies the usual AI playbook, and the names leading the surge carry valuations that raise serious questions about what happens next.
Micron Technology has substantially outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.
Stocks are mixed in early trading, with tech weak but other sectors hanging in. Crude oil, gold, and silver are all lower, while Treasuries are up modestly and the dollar is flat.
TSMC just committed another $100 billion to U.S. chipmaking on the same day it posted record profit. Behind both moves is an AI chip demand it still can’t fully meet.
The S&P 500 is hugging the breakeven line, but most of the market is actually on the rise. The market benchmark is down 0.1% after turning higher a few times and losing steam. The Dow is also around breakeven.
Nvidia’s new Spectrum-6 platform shows the AI race is no longer just about chips, but about the networking that ties them together.
A leaked investor call from a Chinese AI CEO contains a pointed argument about the one assumption holding up NVIDIA's entire valuation, and if the logic holds, the fallout reaches well beyond NVDA stock.
It's no surprise semiconductor ETFs are topping the charts this year — fueled by the AI boom. But long-term performance is also impressive.
What was working on Wall Street was pretty much a mirrored image of yesterday’s action. The Dow was up 64 points, or 0.1%. The top strategies were pure value, low volatility, and dividend stocks, while small-caps, growth, and momentum were lagging behind.
Texas Instruments will report earnings after the close. The growth of the chip maker’s data-center business could be a signal for the rest of the artificial-intelligence trade.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.58%. September E-mini S&P futures (ESU26 ) are up +0.62%, and September E-mini Nasdaq futures...
Monday’s market moves signaled chip stocks were on the rebound, with some of the same names that drove last week’s selloff leading today's gains. The PHLX Semiconductor Index was 2.1% higher and the Roundhill Memory ETF was up 2.3%. Chip maker stocks were some of the hardest hit names in last week’s selloff with the SOX index dipping into a technical bear market, down over 20% in roughly a month.
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.
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.