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Marvell Technology plunged 37% in July amid broader AI/semiconductor sell-off as investors question AI capex ROI. Alphabet's rising spending plans and an analyst downgrade added pressure, though Marv…
Micron shares plunged 9% amid a broader chip-sector sell-off driven by Chinese competition fears and waning investor patience regarding heavy AI capital expenditures by tech giants like Alphabet. Loo…
Extreme S&P 500 concentration in AI mega-caps raises risk as MSFT, AMZN, and META report earnings this week. Alphabet's capex-driven selloff and cheap Chinese AI models fuel fears of overspending, th…
Yardeni maintains bullish S&P 500 target (8,250) but flags short-term risks: Middle East conflict boosting oil, AI spending doubts, tariffs, rising yields, and yen weakness, suggesting a summer pause…
Dow rose 0.46% but Nasdaq fell 0.64% on tech weakness and AI spending fears. Gold gained, oil dropped 2.25%. Bull & Bear Indicator hit extreme bullish levels, a historical contrarian sell signal, rai…
US stocks stabilize after a tech-led sell-off driven by AI spending fears at Alphabet and Tesla, while new Trump tariffs take effect. Oil prices dip but remain up weekly; earnings from Verizon, Amex,…
Despite record corporate earnings beats (85% of S&P 500), investors remain cautious over AI spending concerns and US-Iran tensions driving oil higher. Alphabet fell on $205B spending plans; Microsoft…
Oil surged past $100/barrel amid Iran tensions, while AI overspending fears pressured tech stocks, driving Nasdaq down 2.1% and erasing hundreds of billions in market cap.
Futures edge higher ahead of big tech earnings, but AI spending doubts pushed semiconductors into a bear market. Middle East tensions escalate as U.S. strikes Iran for a ninth day, sending oil sharpl…
Bitcoin recovered modestly after its worst day since 2022 amid tech stock selloffs caused by surging AI spending and weak US jobs data, signaling cautious optimism in crypto markets despite broader r…
Bitcoin recovered modestly after a sharp decline amid fears over AI spending and a weakening labor market, with the cryptocurrency stabilizing around $65,000 following its worst day since June 2022.