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Mary Daly just issued a stark warning to AI stock investors in a recent sit-down interview with Bloomberg. Daly argues that the broader story remains promising, but clearly the proof is still incomplete. The San Francisco Fed president laid out the case that businesses are clearly spending, ...
(Bloomberg) -- For one Friday night, Hongdae wasn’t Seoul’s trendiest neighborhood. It was Jensen Huang’s stage.Most Read from BloombergBecerra Advances for California Governor as Hilton Fights SteyerNasdaq 100 Sinks 5% in AI-Led Rout as Yields Climb: Markets WrapSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSpaceX Inks $30 Billion Computing Power Deal With GoogleTrump Says He, Not Congress, Is in Charge of Kennedy Center in ReversalThe Nvidia Corp. chief executive landed in Seoul and pr
Selling on Friday was particularly pronounced among megacap tech stocks. The nine trillion-dollar tech companies in the S&P 500 averaged a loss of 5.3% Friday, totaling about $1.1 trillion in lost market value.
The selling in computer-chip and hardware manufacturers is getting ugly this afternoon after Broadcom's forecast disappointed late Wednesday. Higher bond yields, which decrease the value Wall Street assigns to companies projecting high profits far into the future, aren't helping either.
Analysts remain bullish, but the stock's rally has raised expectations.
Highflying memory-chip stocks Micron and Sandisk tumbled on Friday after hitting record highs on Wednesday.
The benchmark US stock measures were mostly tracking in the red before the open Friday as traders aw
By Medha Singh and Twesha Dikshit June 5 (Reuters) - S&P 500 and Nasdaq futures fell on Friday, as chipmakers lost steam following a strong rally and investors stayed cautious ahead of the May
Shares have fallen in Asia, with South Korea’s benchmark dropping more than 5%, after sharp declines for some big artificial intelligence-related stocks in the U.S. On Wall Street on Thursday, computer chipmaker Broadcom’s shares sank 12.6% when it gave a forecast that fell short of investors’ expectations, raising concerns over the wider AI and technology sector. U.S. memory chip maker Micron Technology dropped 7.7%, and cybersecurity company CrowdStrike Holdings fell 3.8%.
Investors in Micron Technology (MU) stock have laughed all the way to the bank over the past year, especially those who bought into the AI memory story early. Putting the rally in context, Micron stock has gained almost 100% in the past month alone and over 350% over the past six months, ...
$300 billion That's roughly how much market value Broadcom is slated to lose today after its results last night sent its shares sliding 13% premarket. The move underscores the high bar that companies tied to AI are now facing: The semiconductor and software maker logged strong quarterly revenue—fueled by demand for its AI chips—but left its 2027 outlook unchanged, sticking with guidance for AI semiconductor revenue of more than $100 billion.
(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang touted “insane” returns for investors willing to bet on the AI boom, seeking to dispel lingering concerns around the big sums spent on artificial intelligence and its long-term profitability.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtTrump Begins Rebuilding His Tariff Wall Citing Forced LaborCanada Dips Into Technical Recession for
A look at the day ahead in European and global markets from Tom Westbrook Notwithstanding fresh hostilities in the Middle East, AI shares drove equity markets in Asia to new records on Wednesday.
The world's most valuable technology companies with the exception of Alphabet added billions of dollars in market value in May, as upbeat earnings outlooks and strong demand for AI chips fuelled a rally in their shares. Apple, memory chipmakers Micron Technology, Samsung Electronics and SK Hynix led the gains, adding $598 billion, $512 billion, $481 billion and $377 billion, respectively, in market value. Their valuations rose to $4.58 trillion, $1.09 trillion, $1.10 trillion and $1.34 trillion, respectively.
By Stephen Nellis SAN FRANCISCO, June 2 (Reuters) - Micron Technology's march toward a $1 trillion valuation is nothing if not dramatic: a year ago it was a little over $100 billion.
By Stephen Nellis SAN FRANCISCO, June 2 (Reuters) - Micron Technology's march toward a $1 trillion valuation is nothing if not dramatic: a year ago it was a little over $100 billion.
(Bloomberg) -- SK Hynix Inc. plans to double its memory chip capacity over the coming half-decade, a major expansion that should help ease a global shortage of an essential component of AI.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAndrew Left Found Guilty in Case That Spooke
The chairman of South Korea's SK Group said on Tuesday its memory chip unit SK Hynix aims to double wafer capacity over the next five years. Chey Tae-won was speaking at the Computex conference in Taipei, where executives from some of the world's top technology companies, including Nvidia, are gathering. He added that he hopes his company can be a major high-bandwidth memory (HBM) supplier for Nvidia's Vera Rubin system.
A new day and a new reason to discuss a Micron stock bubble.
By Medha Singh and Twesha Dikshit June 1 (Reuters) - U.S. stock index futures climbed on Monday, supported by gains in Nvidia and Microsoft following their latest AI initiatives as investors looked
Under Trump, the federal government has used CHIPS Act funds to buy stakes in a number of tech companies.
The S&P 500 is near record highs. Micron just became a $1 trillion company in 48 trading days. Credit spreads are historically tight. Jamie Dimon has seen this before. The JPMorgan Chase CEO has spent the better part of 2026 watching markets climb through the same risks he has been flagging for ...
Wall Street has a comfortable habit when it comes to memory chips. For 40 years, analysts treated companies like Micron the way you'd treat a fishing boat: useful, occasionally lucrative, but always at the mercy of a tide nobody controls. Prices boom, everyone piles in, supply floods the market, ...
Nvidia (NVDA) stock is up about 15.44% year to date, at the time of writing, Friday afternoon, May 29. Meanwhile, the SPDR S&P 500 index (SPY) is up about 11.06% in the same period. While the stock has outpaced the S&P 500, its growth is lagging that of other semiconductor companies that ...
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