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The London Company highlighted strong Q2 market gains driven by AI infrastructure spending and semiconductor rebounds. While Corning and tech led performance due to robust optical and data center dem…
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…
200+ economists, including Nobel laureates and tech leaders, warn AI could rival the Industrial Revolution, driving job losses and wealth inequality. Experts also flag that AI mega-caps are masking a…
AMD shares are sliding amid a sector-wide semiconductor selloff triggered by Broadcom's underwhelming AI revenue guidance. Negative sentiment is exacerbated by valuation concerns, analyst downgrades,…
NVIDIA (NVDA) stock is experiencing significant downward pressure, declining by over 3.6% in recent trading. The move reflects broader investor concerns regarding high valuations and profit-taking in…
Broadcom faces high expectations heading into earnings after a 65% rebound. While AI infrastructure demand remains robust, valuation concerns have emerged as the stock trades well above historical av…
Tesla has expanded its Full Self-Driving (Supervised) technology to Estonia, marking progress in its EU rollout. While regulatory approval is a positive step for software monetization, Tesla faces he…
Microsoft has generated $30 billion in OpenAI-related revenue from its $13 billion investment, but lost exclusive distribution rights. High AI infrastructure costs and a $150 billion lawsuit from Elo…
Alphabet shares dropped about 2% after revealing ambitious capital spending amid a tech sector selloff triggered by valuation and AI concerns, with investors rotating away from technology stocks and …
Nvidia shares dropped over 2% amid investor concerns on high valuations and new AI regulations, dragging down tech stocks and the Nasdaq. Some see this as temporary despite worries about artificial i…
Silver surpassed Nvidia in market capitalization amid geopolitical tensions and supply constraints, boosting precious metals. Nvidia shares declined due to valuation concerns, high AI spending, and r…
Broadcom shares fall ahead of fiscal Q4 report despite strong AI-driven revenue growth expectations and beat history. Analysts highlight Alphabet's GOOGL contributions and outlook amid tech valuation…
The Gates Foundation sold 65% of its MSFT shares as part of portfolio rebalancing without signaling an AI-related exit. MSFT is experiencing a short-term pullback but retains strong analyst price tar…
US AI-driven 'Magnificent Seven' tech stocks maintain strength amid waning market frenzy, with Asian and Indian sectors facing disruption and investor apathy in AI-affected industries.
US AI leaders including Amazon, Apple, Meta, Microsoft, Nvidia, Tesla, and Alphabet benefit from the AI boom, but Asian service sectors face disruption. Investor caution over US tech valuations may l…
Markets declined amid mixed Fed rate cut signals and tech valuation concerns; EURUSD slipped due to dollar strength despite rate cut hopes boosting Treasury yields lower.
Markets enter a risk-off phase ahead of Nvidia's earnings, with US stocks and European shares falling. Treasury yields dip, gold gains, and the euro steadies against the dollar amid investor caution …
Microsoft and Amazon stocks were downgraded to Neutral amid fading AI enthusiasm and valuation concerns, with both shares falling despite recent AI partnerships and investments.
SoftBank sold $5.8 billion of its Nvidia stake amid large funding needs for OpenAI and other investments, causing Nvidia shares to fall alongside concerns over tech valuations and overexposure to AI.
Bitcoin edged up after falling below $100,000 amid tech valuation concerns and a risk-off sentiment impacting broader markets and the US dollar rose near a 3-month high on reduced rate cut expectatio…