ASML’s strong pipeline of orders restores faith in AI boom
Dutch semiconductor equipment supplier is soaring after reporting strong fourth-quarter results and a robust pipeline of new business, allaying fears of any abrupt retrenchment in AI-linked spending ...
Traders are aggressively buying the Nvidia dip and leveraged editions of Nvidia
Traders are undaunted by Monday’s record-setting retreat in Nvidia. “Has the active trader’s mantra become ‘the bigger the drop, the bigger the opportunity?’” Interactive Brokers’ chief market strateg...
The Magnificent 7 prevented a market crisis even as Nvidia cratered
Another silver lining from Monday’s market rout: though one tech titan lost more value than any other company has before , crucially, US megacap tech giants did not decline in unison. — perhaps becaus...
What the competition — Nvidia, OpenAI, Microsoft — is saying about DeepSeek
News of DeepSeek’s AI models pummeled American AI stocks yesterday . Leaders of the competition were quick to comment on how DeepSeek was seemingly able to do more for so much less . deepseek's r1 is ...
Does Nvidia’s stock tend to bounce back after a big drop? Charting the evidence from history
Nvidia had just about the Mondayest Monday yesterday. After a year of astonishing momentum, the chipmaker saw some of that reversed with almost $600 billion wiped from its market cap in the biggest on...
Nvidia says DeepSeek just did the easy part
Here’s a statement from on the emergent Chinese competitor that catalyzed the single biggest case of value destruction in recorded history: “DeepSeek is an excellent AI advancement and a perfect exam...
Nvidia’s $560 billion drop is biggest monetary loss for any stock, ever
Tip of the cap to Nvidia, whose tumble today wiped more than half a trillion dollars off its market cap, with a few more hours of trading left to go. The data geeks over at Bloomberg say that at least...
DeepSeek AI is reviving the most beaten-down part of the US stock market
DeepSeek AI is putting a deep dent in the US stock market, especially the chip companies who’ve been the beneficiaries of a big spending binge. But the hit to the S&P 500 is also pushing Treasury yiel...
DeepSeek AI is next year’s nightmare for Nvidia, today
The rapid emergence and popularity of China’s DeepSeek AI suggests that there may be another way to compete in AI besides jumping into a major chips arms race. That, if true, would be awful news for t...
Stocks slip as semiconductors hit the skids
The S&P 500 dipped 0.3%, as did the Russell 2000, while the Nasdaq 100 gave back 0.6% on Friday. For the week, however, all indexes managed a gain in excess of 1%. Utilities and communications service...
Nvidia tumbles despite Meta’s surprisingly huge AI spending plans
is the best-performing member of the Magnificent 7 on Friday after CEO Mark Zuckerberg said the social media giant’s capital spending could reach $65 billion this year . That’s more than 20% above wha...
Texas Instruments slumps as chip demand keeps “hovering at the bottom”
is one of the worst-performing S&P 500 constituents in early trading as management warned that first-quarter profits would likely come in well below what Wall Street had penciled in. The chipmaker, wh...
Nvidia slips after poor guidance from one of its “great partners” and fears of chip export curbs
is falling in the premarket after one of its suppliers delivered a lackluster outlook and the Dutch prime minister cautioned that additional export restrictions on chips may be in the offing. South Ko...
Nvidia surpasses Apple in market cap again as AI fortunes diverge
Call it a tale of two $3 trillion companies. Nvidia surpassed Apple in market capitalization for the sixth time, and the gap in value between the two megacaps is growing on Wednesday, with Nvidia up 4...
Chip stocks surge across the board on acquisition reports, activist stakes, and analyst commentary
Chip stocks are powering higher in early trading. Most stocks in the industry jumped along with — though not as much — on the heels of a report that the struggling US chipmaker might be acquired . is...
Intel is ramping on speculation of an acquisition attempt
Shares of are spiking as much as 8% higher this morning following a report that the company will be the target of a takeover bid.
TSMC climbs on blowout sales, sees AI revenues doubling this year
TSMC, the world’s largest semiconductor producer, is jumping 5% in the premarket after posting stronger fourth-quarter results and a better outlook than analysts anticipated, saying that AI-centric re...
Quantum-computing stocks jump as Nvidia tries to kiss and make up with the industry
Quantum-computing stocks are surging as Nvidia offers an olive branch to the industry its top executive smacked down last week. The chip designer powering the AI boom announced that it’s “celebrating ...
Semiconductor stocks get slammed as Biden restricts sales to “countries of concern” like China
Chip stocks are getting pummeled as the Biden administration unveiled a new framework for semiconductor exports — its AI Diffusion rule — that restricts the ability of China and other “countries of co...
Nvidia, AMD slump after-hours on report of further chip-export curbs
Bloomberg reports that President Joe Biden plans to enact further restrictions on AI chips used in data centers in a bid to ensure this critical technology is concentrated in the hands of America and ...