AI hardware stocks are cracking under a debate investors cannot yet resolve: who actually pays for the data center buildout, and whether the revenue surge was ever what it seemed.
A rotation out of AI-linked chip stocks isn’t letting up, and two of the biggest names in processors are falling again. Intel (NASDAQ:INTC | INTC Price Prediction) stock is down 3% to…
Memory chip stocks are under pressure again, and a supportive call from Goldman Sachs (NYSE:GS | GS Price Prediction) hasn’t reversed the selling. SK Hynix (NASDAQ:SKHY) shares are trading lower, down 3%…
Debt worries are back at the center of the AI cloud trade, and the most leveraged name in the group is taking the hardest hit. CoreWeave (NASDAQ:CRWV) stock is off 6%, recently…
A sports car that flips in midair is giving Tesla (NASDAQ:TSLA | TSLA Price Prediction) a lift. Tesla stock is up 4% to $375.29 in morning trading, rising after the company revealed…
Meta Platforms (NASDAQ:META | META Price Prediction) stock has pulled well ahead of its megacap peers on the strength of its newest artificial intelligence (AI) model. Shares of Meta Platforms are up…
A flat denial of takeover talk is lifting one of the biggest names in enterprise software. ServiceNow (NYSE:NOW | NOW Price Prediction) stock is up 5% to $146.93 in midday trading after…
Bybit now lets you swap crypto for over 1,000 US stocks, but what you actually own depends on which version of the service you use, and the difference matters more than most…
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…
