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Between AI spending doubts, a potential Fed surprise, and new competition from China, here's what's rattling investors.

Micron stock tumbled 9% as a perfect storm hit the chip sector. Here's what you need to know.

The summertime rotation out of tech stocks could face big near-terms risks, says BTIG’s Jonathan Krinsky.

Micron stock was among the sharpest fallers Tuesday after being spared the worst of the selling in the previous session. Micron stock was down 9% by midafternoon, while Sandisk Western Digital and Advanced Micro Devices were down around 15%, 8.2%, and 7.9%, respectively. The Nasdaq Composite was mostly flat despite the chaos.

(Updates with latest market prices and developments.) US benchmark equity indexes were mostly hig

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

Broad Market Indicators Broad-market exchange-traded funds IWM and IVV edged higher. Actively

The Dow jumped 520 points while the Nasdaq went nowhere. A global semiconductor panic is creating the strangest market split in months.

Chip stocks fell for a fourth straight day, dragging the Nasdaq, as investors rotated into consumer staples and financials

Intuit, AppLovin, and Strategy have all been in a free fall this year.

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Current market behavior is making it difficult to follow this time-tested investing strategy.

Well-received earnings from Unilever, Croda and GSK spurred gains on the blue-chip FTSE 100.

The Bitcoin bounce looked promising. The charts now say it wasn't.

The Dow Jones Industrial Average and S&P 500 were up in late-morning trading Tuesday, while the Nasd

A fresh blank-check company just landed on Nasdaq with a war chest and a target-rich sector in its crosshairs, but seasoned SPAC watchers know the real money moves only after one critical reveal.

Dow Jones stocks Coca-Cola and Sherwin-Williams are charging ahead, with very different charts, buoying the index.

O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter […]

O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter […]

O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter […]

O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter […]

O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter […]

O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter […]

July 28 (Reuters) - The Nasdaq opened lower on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition,

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.02%, and the actively tr

Stock Market Today: The Dow Jones index rose, but tech futures dropped as chip stocks Micron and Sandisk dived. Coca-Cola jumped on earnings.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

News of the day for July 28, 2026

Leveraged ETFs posted huge gains last week despite a weak market, driven by rallies in crypto, AI infrastructure, defense and energy-related stocks.

US equity futures were mixed pre-bell Tuesday as the pause in hostilities between the US and Iran ap