Market context
Follow the story. See which markets it affects. Explore the context.
Investors are rotating into U.S. healthcare stocks on strong earnings, M&A activity, and attractive valuations, diversifying away from AI-heavy tech names that have dominated 2026 market gains.
Chip stocks sold off after reports a Chinese state-backed firm mass-produces chip-making machines, plus CXMT's large trading debut, raising competition fears and pressuring semiconductor and AI-relat…
Gulf conflict escalation pushes Brent above $90, sparking inflation fears and higher bond yields. Chip/AI stocks slump as Philadelphia Semiconductor Index falls 10%, pressuring tech valuations amid r…
US-Iran tensions escalate as strikes continue for sixth day, pushing Brent crude up 3%+ and 17% since conflict resumed. Dow falls, tech stocks (NVDA, GOOGL, MSFT, AMZN) decline as investors rotate to…