Actualités

The AI boom promised to create a new generation of market winners. Instead, it has also exposed just how quickly expectations can outrun reality. After years of paying premium valuations for anything tied to artificial intelligence, investors are now demanding stronger earnings, disciplined spending, and proof that massive AI investments will generate real returns. The ... The AI Selloff Is Getting Brutal: 10 Tech Giants Already Deep in Bear Market Territory

The company is chasing unprecedented AI demand with a striking investment plan, creating a clear choice between future growth and present-day execution risk.

Nvidia stock continued its weeklong slide on Friday, pulling the Philadelphia semiconductor index lower.

Advance Trade in Goods fall in May.

A renewed sell-off in the tech sector started, stopped, and has now restarted to end this trading week. All three of the major indexes (^DJI, ^IXIC, ^GSPC) are seeing red on Friday morning as Micron Technology (MU) even sheds its massive gains after releasing earnings on Wednesday. Opening Bid Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley, Senior Business Reporter Ines Ferré, and PNC Asset Management Group CIO Amanda Agati to discuss the state of the current momentum trade inside Big Tech stocks.

Global stocks plunged on Friday in a tech rout after Apple said it would increase prices by up to £300 because of AI costs.

Shares in the rocket and AI company are down 24% over the past six trading sessions, costing CEO Elon Musk his trillionaire status.

NVIDIA (NASDAQ: NVDA) and Cerebras Systems (NASDAQ: CBRS) just delivered earnings that frame the same question from opposite ends. Nvidia posted another blowout quarter built on its CUDA software stack. Cerebras, fresh off its May IPO, showed jaw-dropping inference speed yet guided full-year operating margins negative. The moat is developer gravity. One Sells Platforms. The ... Why Cerebras’ Mind-Boggling LLM Raw Speed Is Still Falling Into Nvidia’s Massive Software Trap

When OpenAI IPOs, money will flow. But when will OpenAI IPO?

Shares of ON Semiconductor (NASDAQ:ON) are down 20% in early Friday trading, sliding to $95 after the chipmaker unveiled an all-stock acquisition of Synaptics (NASDAQ:SYNA). The drop erases a meaningful slice of ON stock’s recent rally. ON Semiconductor stock entered the session up 119% year to date (YTD), so today’s air pocket lands on a ... ON Semiconductor Tumbles 20%: Is It Dragging Down Semiconductor Names Like AMD and Intel?

The Nasdaq was down 1%, while the Dow was down 206 points, or 0.4%. The Invesco S&P 500 Equal Weight ETF, a proxy for breadth since it counts every single S&P 500 stock as if it had the same market capitalization, was rising. At the sector level, a rotation to health care, consumer staples, real estate, and utilities came at the expense of tech and industrials.

Tesla will expand production at its Berlin Gigafactory. Meanwhile, VW plans to close four factories in Germany, according to reports.

For years, the simplest way to bet on Bitcoin (CRYPTO:BTC) without buying it yourself was to buy Strategy. Michael Saylor turned his company into a giant Bitcoin holding machine, and for most of that run, the market paid far more for the stock than the Bitcoin behind it was worth. However, that narrative has now ... Strategy Is Now Worth Less Than Its Own Bitcoin: Is Saylor about to be forced to sell?

Chip stocks kept sliding Friday morning. The Nasdaq dropped 1.1% at the open. The S&P 500 fell 0.7%. The Dow dropped 176 points, or 0.3%. “After a strong start and intraday sell-off yesterday, futures have equities in the penalty box to start the last session of the week, so we’ll see if bulls can make a stand into the weekend,” Bespoke Investment Group’s Paul Hickey writes.

Investing.com -- TD Cowen downgraded onsemi to Hold from Buy, arguing that the company's planned acquisition of Synaptics complicates its investment thesis despite maintaining confidence in its long-term automotive and datacenter growth prospects.

SpaceX went public on June 12 priced at $135 a share.

Oracle was among AI stocks that lost ground Friday, following a report that OpenAI is considering delaying its IPO.

Biogen is betting on Leqembi, Skyclarys and Zurzuvae to offset declining legacy drug sales, but replacing lost revenues may take time.

The FTSE Russell indices will undergo their semi-annual rebalancing after markets close today—an event that analysts say could make for one of the highest volume trading days of this year. The rebalancing will impact $6 trillion of active and passive assets under management benchmarked to the major Russell indices, according to strategists at JPMorgan Asset Management. Overall, 43 companies are expected to graduate from the Russell 2000 index of small-cap stocks to the Russell 1000 large-cap index.

Investing.com -- Morgan Stanley has retained its forecast for the Federal Reserve to hold interest rates through year-end, but warned that a drop in unemployment below 4% or persistently elevated inflation could force a rethink in favor of rate hikes.

Replimune’s application is the latest example of changing attitudes at the FDA. Elsewhere, Revolution Medicines outlined more RAS-blocking data and a Definium stock offering brought in $800 million.

Brent fell below $74 as a cargo ship attack renewed concerns over Strait of Hormuz passage.

The benchmark US stock measures were tracking in the red before the open Friday as bearish sentiment

Operating income fell nearly 67% in the fourth quarter, weighed down by $205 million in spinoff costs, though revenue rose 4.8%

Stifel Cuts Microsoft Price Target on Growing AI Infrastructure Costs

Brent crude is trading under $73 a barrel while the Nasdaq is on pace for a weekly loss of more than 4%

Rocket Lab Stock Gains After NASA Selects Electron for Multiple Launches

The firm downgraded both companies to “Hold” from “Buy” and lowered its price target on On Semiconductor.

South Korean chip stocks tumble as Samsung and SK Hynix volatility raises investor concerns.

Michael Saylor's Strategy is experiencing pains as a result of its financial engineering.