Barclays just pulled its buy ratings on three major AI hardware names, and the reason has nothing to do with demand collapsing. A quiet force inside the supply chain may have been…
A Gartner warning that most neoclouds, the AI providers that rent out graphics processing unit (GPU) capacity, won’t survive as independent companies is pulling the group lower, and IREN Limited (NASDAQ:IREN) stock…
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) stock trades at $418.90, down 3% even after the chipmaker posted a sixth consecutive quarter of record profit. A record report from the world’s…
The Nasdaq is feeling the overnight selloff, though so far much more mildly than Asia. As of about 6:08 a.m. ET, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) was down 0.25% at…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock dropped 8% to $35.85 this afternoon, leaving the stock up 22% in 2026. The year-to-date gain still might look healthy, and it raises…
Over the past month, Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) stock has gained 16%, a run that leaves the rest of enterprise software well behind. Palantir stock is down 4% to…
SK Hynix (NASDAQ:SKHY) stock is down 5% to $148.70 as China’s ChangXin Memory Technologies (CXMT) signals it’s aiming a denser chip design at server memory. That push targets the most profitable corner…
Dell Technologies (NYSE:DELL | DELL Price Prediction) stock is down 8% to $526.86 in morning trading after Barclays cut its rating on the shares to Equal Weight from Overweight. The call questions…
A report that OpenAI plans to buy a cybersecurity startup is rippling through the industry, and Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) stock is taking the hardest hit among the…
CoreWeave (NASDAQ:CRWV) stock is at $70.37 down 10% in morning trading, as a spike in its bond yields revives questions about how the AI-focused cloud provider pays for its chips. Lenders are…
Marvell stock has left Broadcom and NVIDIA in the dust this year, but a gain that steep raises a sharper question than most investors want to answer about what happens next.
Software stocks went from apocalypse to market leaders in six months, but the speed of that reversal raises a harder question than most investors are asking before the next earnings season.
Semiconductor equipment stocks are giving back ground after a strong year powered by artificial intelligence (AI) spending. Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) stock is at $461.91, down 7% in afternoon…
Meta Platforms (NASDAQ:META | META Price Prediction) stock is at $770.07, up 4% in morning trading. That gain follows a Street-high price target that put fresh weight behind the company’s machine-learning advertising…
SK Hynix (NASDAQ:SKHY) stock is down 6% to $153.04 in early trading as a Seoul selloff carries into U.S. markets. It’s been a rough ride as SK Hynix’s Seoul-listed shares posted a…
