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A Circuit Board Problem Just Delayed Nvidia’s Next AI System to 2028 And Chip Stocks Are Already Feeling the Fallout
24/7 Wall St.43d agobearish
A Circuit Board Problem Just Delayed Nvidia’s Next AI System to 2028 And Chip Stocks Are Already Feeling the Fallout

A printed circuit board just pushed NVIDIA’s most powerful AI system into 2028 — at least according to one research firm. Semiconductor research firm SemiAnalysis reported on July 5–6, 2026 that NVIDIA’s Kyber NVL144 rack-scale AI system has been delayed, from its planned 2027 launch to 2028. CNBC cited the SemiAnalysis post. NVIDIA publicly disputed ... A Circuit Board Problem Just Delayed Nvidia’s Next AI System to 2028 And Chip Stocks Are Already Feeling the Fallout

QUALCOMM (QCOM) Leaves Russell Growth Indexes, Is The Stock Cheap Or Pricey?
Simply Wall St.43d agobearish
QUALCOMM (QCOM) Leaves Russell Growth Indexes, Is The Stock Cheap Or Pricey?

QUALCOMM (QCOM) has just been removed from several Russell growth and defensive indices, a mechanical shift that can affect passive fund flows and how the stock is grouped alongside other semiconductor and AI companies. See our latest analysis for QUALCOMM. QUALCOMM’s latest index removals come after a strong run, with the stock posting a 50.30% 90 day share price return but giving back some ground with a 13.64% 30 day share price decline, while the 1 year total shareholder return stands at...

SpaceX Shares Stumble in Nasdaq-100 Debut
The Wall Street Journal43d agobearish
SpaceX Shares Stumble in Nasdaq-100 Debut

It was a failure to launch for SpaceX shares on their first day in the Nasdaq-100. Amid a broad decline in tech stocks, the rocket maker’s shares dropped 6.8% to $149.47—above their IPO price of $135, but down from a peak above $200 and below the $150 price where shares began trading on June 12. Mutual and exchange-traded funds with roughly $800 billion in assets under management have been expected to buy SpaceX shares to mirror the Nasdaq-100’s performance, providing a guaranteed source of demand that some hoped might lift the stock.

SpaceX selloff reflects high valuation scrutiny, market expert says
Reuters Videos43d agobearishVIDEO
SpaceX selloff reflects high valuation scrutiny, market expert says

<body><p>STORY: SpaceX's swift addition to the Nasdaq-100 index on Tuesday is expected to unleash billions in passive buying, as brokerages kicked off coverage of the $2 trillion rocket and satellite company with largely bullish views.</p><p>However, shares of SpaceX fell 6.8%, reflecting a slide in high-momentum tech stocks.</p><p>"I'm not overly surprised to see the stock down," said Bennett. "SpaceX, I think, went public at 50 times sales. It's a very high multiple and, again, I think as as we see more and more companies kind of called into question about what their growth rates are, what their profitability are, I think we're going to see a fallout across the board with some of the other large, high growth companies."&nbsp;</p></body>

Kura Sushi (NASDAQ:KRUS) Misses Q2 CY2026 Revenue Estimates, Stock Drops
StockStory43d agobearish
Kura Sushi (NASDAQ:KRUS) Misses Q2 CY2026 Revenue Estimates, Stock Drops

Sushi restaurant chain Kura Sushi (NASDAQ:KRUS) fell short of the market’s revenue expectations in Q2 CY2026, but sales rose 16.2% year on year to $85.92 million. The company’s full-year revenue guidance of $331 million at the midpoint came in 0.9% below analysts’ estimates. Its non-GAAP profit of $0.03 per share was significantly above analysts’ consensus estimates.