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Semiconductor stocks face a steep correction after massive year-to-date gains. Valuation concerns, Broadcom's softer AI guidance, rising yields, and doubts over hyperscaler AI capex sustainability ar…
Surging Treasury yields trigger a sharp 5-7% selloff across semiconductor, memory, and storage stocks due to valuation multiple compression. The macro-driven rate reset weighs broadly on high-multipl…
Memory and storage semiconductor stocks slid sharply as surging Treasury yields triggered a valuation reset across extended tech trades. Despite intact AI-driven fundamentals, rising discount rates a…
Markets brace for volatile week as AI bubble fears meet critical tech earnings (TSLA, GOOGL, Intel, IBM) and Iran attack on U.S. troops raises Strait of Hormuz escalation risk, threatening energy pri…
Nvidia CEO Jensen Huang dismissed recent semiconductor stock declines as temporary, emphasizing that the AI infrastructure cycle is in its early stages. Despite macroeconomic headwinds from higher in…
Broadcom shares tumbled 15% after its fiscal outlook disappointed investors who had priced in even more aggressive AI growth. The miss, combined with shifting product strategies and broader sector va…
US stock futures declined as semiconductor shares weakened ahead of Nvidia's earnings report. Rising Treasury yields, Middle East tensions, and profit-taking in chip stocks pressured markets amid inf…
Bill Gates' foundation fully exits $3.2B MSFT stake while billionaire Bill Ackman's Pershing Square acquires 5.6M shares, signaling institutional confidence despite 26% decline from peak.