A mixed session on Wall Street uncovers a deeper anxiety—what happens if tech giants decide the AI boom is getting too expensive? Plus, a look at today’s inflation data.
AI
Micron earnings failed to fully revive the AI trade. Nvidia falls below the $200 price level.
Microsoft faces mounting concerns over its AI strategy, but it’s doubling down anyway.
Sandisk stock is up 4,671% over the past 12 months. Polymarket calls it “the most overbought stock in history.”
BlackBerry stock soars after reporting earnings as investors view the company known for obsolete cellphones as an AI play.
The company almost doubles its non-handset sales target, helping to revive faith in the stumbling AI trade.
Nvidia stock was rising on Thursday despite rivals announcing custom AI chips.
The struggling fast-food chain is seeing more action than the red-hot memory-chip maker, which just posted stellar earnings.
IBM debuts the first sub-1 nanometer chip, marking a step forward in the race to make AI chips smaller and more efficient.
Amazon plans to invest $48 billion in the world’s most populous country between 2026 and 2030.
Micron stock was surging as the company delivered reassurance the memory-chip boom can last for longer than expected.
SK Hynix will be easier for investors to buy. Will that hurt demand for South Korean funds and the DRAM ETF?
Qualcomm hikes sales target, big bank stress test results are out, Trump cancels housing bill signing, and more news to start your day.
Earnings jumped 1,200% in the latest quarter, as AI continues to remake the memory business.
“Iran knows it has that point of leverage, and it can use it every time,” says former diplomat Wendy Sherman.
Alphabet is joining the Dow but the index is at the center of a Wall Street argument.
These stocks can hold their ground, or even gain, when the market falls. And a garden variety correction—a 10% drop or more—is quite possible.
Nvidia stock has repeatedly bounced off lows of $200, indicating a new trading range for the chip maker.
OpenAI introduced its Jalapeño AI inference chip, developed with Broadcom silicon and Celestica rack technology, as the ChatGPT maker pushes deeper into custom hardware.
Micron, Alphabet, Builders FirstSource, Sunrun, Wendy’s, and More Stocks That Explain Today’s Market
Micron is scheduled to report fiscal third-quarter earnings after the closing bell Wednesday.
Agility Robotics could go public before the end of 2026 through a blank-check merger.
The South Korean company is aiming to raise tens of billions of dollars as it battles to meet soaring demand for memory chips.
Landlords are competing hard for white collar tenants and spending fairly heavily to offer them attractive spaces.
The AI chip maker posted a smaller-than-expected loss of $3.5 million, versus a $44 million loss one year ago.
Tesla stock has declined since SpaceX debuted. EV deliveries could be a catalyst for shares of the electric-vehicle maker.