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Analysis warns that Nvidia and Micron Technology are not as cheap as their low P/E multiples suggest, pointing to cyclical earnings risks after a broad routing across the semiconductor sector.
Michael Burry announced he is de-risking his portfolio, fully exiting December 2026 put options on Nvidia and Palantir to avoid time decay. However, Burry maintains a bearish stance, keeping Nvidia a…
Oracle shares tumbled 5.2% following a TD Cowen price-target cut, high AI infrastructure costs, and permitting delays on its Project Jupiter data center. Broader equity markets also declined amid ris…
Nvidia CEO Jensen Huang views the recent tech market selloff as a buying opportunity, emphasizing that the global AI infrastructure buildout is in its early stages. Additionally, a new multi-year chi…
The S&P 500 fell 0.6% as a robust May jobs report fueled expectations of prolonged restrictive interest rates. Meanwhile, a broader selloff in chipmakers, led by Broadcom's guidance miss, weighed hea…
Broadcom (AVGO) experienced a significant sell-off, dropping 11.82%, amid broader weakness in the semiconductor sector. The decline reflects a sharp negative market reaction to the stock, which also …
Broad semiconductor sell-off, led by a sharp 14.70% decline in Broadcom (AVGO) and a nearly 3% drop in the SOX index, triggered negative sentiment across tech-heavy indices like the US30.
Multiple stocks plunged in a sudden selloff — ORCL -5.55%, KMX -20.07%, TSLA -4.38%, MU -3.02% — signaling short-term market and sector volatility.