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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.
XPeng's robotics unit just attracted Tencent and Alibaba in China's largest embodied AI funding round, yet the stock is tanking anyway as a revenue miss and a conservative outlook raise questions about whether humanoid robots can rescue an EV business under pressure.
Nvidia enters earnings week with its stock priced for perfection, but a single crack in its numbers could send investors scrambling for the exits. The question is whether any weakness even exists, and what happens if the market finds out the hard way.
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Alibaba (BABA) is tumbling after announcing a plan to raise about HK$80 billion ($10.2 billion) from a share sale. The share placement is expected to dilute earnings and hurt stock performance in the near term, analysts said. Meanwhile, the fundraising will help drive AI-led growth and the impact on earnings will be limited if the company can improve AI payoffs, they added. The tech and chip sectors are seeing a broader selloff globally. - SoftBank (SFTBY) is moving on news it plans a record ¥1 trillion retail bond sale to raise funds for its investment commitments to OpenAI. - Bitcoin (BTC) is continuing its rally. Spot Bitcoin exchange-traded funds had their strongest weekly inflow in 10 months last week as the original cryptocurrency surged.
China is coming for Micron's market share. It's time to start worrying.
Insider disposed of 1% of direct holdings under a Rule 10b5-1 plan adopted last September, retaining ~819,000 shares worth $13.1 million.
Intuit stock has dropped 43.5% over the past year, yet its valuation checks still lean cheap, which puts recent share price weakness at odds with what the broader metrics suggest about value. The 43.5% one year decline raises the question of whether the market has moved too far away from Intuit's underlying fundamentals. New conversational AI features across Intuit's mid market platform can support expectations for revenue and profit growth, while any slowdown in adoption of these AI driven...
Treasury yields fell and the price of gold continued its recent rally Monday after Treasury Secretary Scott Bessent essentially warned investors not to bet against his ability to tame the government bond market. Following last week's news that the Treasury will at least double its buybacks of long-term bonds, Bessent and his lieutenants signaled their readiness to deploy the nearly $1 trillion that sits in the department's general account to pack a bigger punch. The upshot is that instead of a twist in which the government buys back long bonds while selling short-duration Treasury bills, Bessent may buy long-term Treasuries and hold onto them, which would be like quantitative easing.
Alibaba's AI spending spree just sent profits crashing 75% and free cash flow deep into negative territory, and now the company is selling billions in new shares to keep the machine running. Michael Burry already walked away, and he says the stock needs to fall a lot further before he looks back.
A make-or-break week for the stock market kicked off with another wave of chip stock selling. The Nasdaq Composite fell 0.5%. Ahead of Nvidia’s blockbuster earnings report on Wednesday, the iShares Semiconductor ETF was down again.
Trump just ordered a tenfold surge in U.S. launch activity, yet SpaceX and its peers are selling off hard. The reason why reveals a deeper tension between policy ambition and the hardware milestone that actually moves these stocks.
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.
At least one analyst thinks the reaction is misplaced. KC Rajkumar of Lynx Equity Research published a note Monday morning calling the selloff in MU and SNDK "an overreaction," arguing that supply constraints and qualification gaps make the China memory threat to Apple far smaller than the headlines imply. Micron (NASDAQ: MU), as the dominant U.S. supplier of the high-density lpDDR5x DRAM that Apple requires for iPhones and Macs, is the most direct equity expression of any shift in Apple’s memor
Investors had expected a larger buyback commitment, but Samsung's ownership structure complicated that path
The company has not bought Bitcoin since June, and has now created a liquidity account it said may be spent on more of it.
Investing.com -- In a note to clients on Monday, Baird reshuffled its restaurant coverage, downgrading Chipotle Mexican Grill (NYSE: CMG), Domino's Pizza (NASDAQ: DPZ) and Black Rock Coffee Bar (NASDAQ: BRCB) to Neutral while upgrading Darden Restaurants (NYSE: DRI) to Outperform.
XPeng (NYSE:XPEV) shares moved lower in U. S.
Alibaba raised $10.2 billion through a discounted Hong Kong share placement to fund its AI expansion.
J.P. Morgan's technical team sees deteriorating market internals and a pattern eerily similar to the months before the 1999 tech crash. Five dividend-paying stocks across defensive sectors may offer shelter if the autumn sell-off materializes.
Micron stock was slipping early Monday as another Chinese memory-chip market prepares for an initial public offering.
Bill Gates's private investment vehicle has quietly stacked shares of a waste hauler across four straight trading sessions, betting on a thesis that half of Wall Street refuses to endorse. Here is what the filing trail reveals about the conviction behind the trade.
What happens when seasonality, inflation, crude oil, and interest rates all begin pointing toward the same trade? The euro is approaching a 75-day seasonal sell window—and the fundamental backdrop may be lining up with it. Is the next bearish opportunity taking shape?
Xpeng’s second-quarter revenue increased 8% to RMB19.74 billion but missed Wall Street’s RMB20.50 billion estimate, according to Fiscal.ai.
Everyone seems to have the same idea as Tesla these days. The latest example comes from Chinese EV maker XPeng Monday, it reported a second-quarter per-share loss of 10 cents from sales of $2.9 billion. Wall Street was looking for a 20-cent loss on $3 billion in sales.
Treasury Secretary Scott Bessent is set to unveil what he called an "economic D-Day" against Iran on Monday, rattling energy markets
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index’s 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at […]
Black said META stock looks cheap at 15.6 times 2026 adjusted earnings against more than 15% long-term growth.
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