Chip stocks and other tech trades have been volatile lately. But earnings growth for the S&P 500 should still be strong. The broadening of the rally is for real.
AI
The blue chip’s biggest wipeout on record will force the company to reinvent itself—again.
A steep tech rout on Wall Street and a interest-rate hike in Seoul signal a tougher road ahead for the market’s favorite trade.
The composition of chip maker sales says a lot about trends in the semiconductor business. In the second quarter, AI took over.
Shares notched another record high on Thursday. Maybe the iPhone maker should thank John D. Rockefeller’s Standard Oil.
SK Hynix stock has been volatile since its blockbuster ADR listing. South Korean regulators are stepping in.
Nvidia stock has been slow to rally but business in Japan and a robotics push could help in the future.
When Moritz was at Sequoia, he helped the firm invest in mega home runs like PayPal, Yahoo!, LinkedIn, and Google. Now, he says, “You can never have enough passports.”
Tesla’s FSD driver assistance product was cleared in a recent tragic crash in Texas that killed one person.
Csquare, a data center operator backed by Brookfield, is going public as investors are growing skeptical about AI and IPOs.
AMD, Dell, Intel, and Micron shares fall as Wall Street questions how long the AI spending boom can last.
Four ARK Invest funds bought SpaceX stock on Wednesday.
Micron peak earnings during the AI cycle could be in 2028 or 2029. There will be big profit growth.
Micron stock is down 20% over the past month and there are a few factors hitting the memory-chip company.
How to protect your retirement savings against a potential selloff in stocks tied to artificial intelligence.
TSMC stock was dropping after it pledged another hefty U.S. investment, despite reporting a 77% increase in quarterly earnings.
IBM is worth a third less than it was last month. History is mixed as to where it heads next.
Alibaba and Baidu are joining with Apple as it rolls out generative artificial-intelligence features across devices in China.
Electricity-hungry data centers play right into Williams’ wheelhouse, making its stock a buy.
The unloved Mag 7 are back in focus, with Q2 earnings just around the corner.
Chinese rival to Micron could shake up the chip market, U.S. will put 25% tariff on some Brazilian goods, United Airlines raises full-year guidance, and more news to start your day.
The U.S. is looking abroad as it tries to move away from its dependence on Beijing.
The South Korean memory chip maker’s shares are on course to give up some of their recent gains as investors lock in profit.
ASML says its high-end machines are helping investors make memory more quickly than expected. In the short term, that could weigh on memory prices.
PayPal leads the S&P 500. BlackRock is also rising as Sandisk, Micron, and other chip stocks book losses.