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Software stocks posted their strongest August in decades while semiconductor and physical AI stocks rolled over, losing $1.1 trillion in market value. Historical September seasonality suggests tech g…
Alphabet shares gained despite broader tech declines, driven by strong quarterly results featuring a 24% revenue rise and an 82% surge in Google Cloud. Despite high valuation multiples, investors rem…
Memory chip stocks dropped on potential Chinese competition and AI bandwidth bottlenecks, pulling down Nvidia and the Nasdaq. Meanwhile, hardware buyers Apple and Alphabet gained, and non-tech streng…
Palantir's Q2 revenue surged 93% YoY, driven almost entirely by U.S. sovereign AI demand; stock jumped 39.5%. International growth remains weak. MSFT and GOOGL mentioned only as market comparison poi…
Microsoft soared 16% on strong cloud and AI revenue, powering a Nasdaq surge. Conversely, Meta Platforms dropped 8% due to a soft outlook and earnings decline. Amazon and Apple reported after the bel…
Markets rebounded Tuesday as oil fell on Iran peace talks and PMI data beat. Nasdaq 100 briefly entered correction territory amid AI CAPEX concerns. Wednesday brings pivotal Microsoft and Meta earnin…
Broadcom leads semiconductor gains with strong momentum amid rising chip demand, while Microsoft and major ad-dependent tech stocks like Alphabet and Meta face headwinds from competitive and regulato…
Meta shares bucked the market trend, rising 4.2% on news of new enterprise AI agent launches and a positive analyst upgrade. While broader growth stocks struggled due to rising Treasury yields and ge…
Meta shares dropped 5.1% despite no clear catalyst, marking their worst performance in a month. While year-to-date returns lag behind other 'Magnificent Seven' peers, retail sentiment remains extreme…
The Dow Jones Industrial Average, celebrating 130 years, has significantly underperformed the S&P 500 due to heavy financials and industrials weighting versus tech exposure. Despite recent weakness, …
U.S. stock markets hit record highs, but face headwinds from massive upcoming IPOs (SpaceX, OpenAI), accelerating inflation, declining oil inventories, and reduced corporate buybacks despite strong t…
Nasdaq 100 gained 0.74% with Qualcomm leading at +12.9%. Broad-based strength with 55 advancing stocks outpacing 46 decliners, though some tech names like Take-Two declined.
Nvidia shares rose ahead of Q1 earnings as US equities gained despite crude oil declining. Market focus centered on AI chipmaker results as key indicator of AI spending strength and inflation concern…
Market shows mixed performance with Amazon climbing 1.34% amid consumer confidence, while Google gains 2.28%. Technology sector displays volatility with semiconductor weakness offsetting internet ser…
Hedge fund Stanley Druckenmiller's Duquesne exited its 385,000 Alphabet position while TCI Fund Management added 2.46M shares. Third Point also initiated new Alphabet stake, showing mixed institution…
Nasdaq 100 gained 0.35% with mixed performance. Tech stocks like Micron and Qualcomm surged over 8%, while retailers and software companies declined. Declining issues outnumbered advancers significan…
Nasdaq 100 gained 0.54% with mixed performance. Semiconductor stocks like Marvell and Micron led gains, while AppLovin and Constellation Energy declined significantly amid broader market uncertainty.
Nasdaq 100 rose 0.73% with Cisco and Take-Two leading gains. NVIDIA climbed 4% while Qualcomm fell 4.7%. Advancing issues dominated with 66 stocks up versus 35 down.
Nasdaq 100 gained 0.69% with 54 stocks rising versus 47 falling. Cisco led gainers at +13%, while Qualcomm declined 5.5%. Mixed sentiment despite modest index advance.
Microsoft shares have declined 23% over six months amid investor skepticism on AI spending returns. Cybersecurity stocks show resilience as AI is unlikely to disrupt their business soon, presenting b…