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US stocks end lower as AI worries hit chipmakers
Reuters Videos42d agoneutralVIDEO
US stocks end lower as AI worries hit chipmakers

<body><p>STORY: Wall Street's main stock indexes fell on Tuesday, with the Dow dropping a quarter of a percent, the S&P 500 shedding just under half a percent and the tech-heavy Nasdaq losing more than one percent.</p><p>Chip stocks in Asia and the U.S. declined after memory chip giant Samsung's blowout earnings report failed to satisfy investors with sky-high expectations.</p><p>Leah Bennett is chief investment strategist at Concurrent Investment Advisors.</p><p>"Samsung reported great earnings overall, but I think investors are really starting to scrutinize the growth of a lot of these high growth companies. They're looking for any potential weakness in margins, in revenues, or if anybody is using the word 'over capacity' or 'excess capacity' in any way. And last night, we saw Samsung mention that their memory prices were only going to be up 30% versus an expectation of 40%. And the stock really sold off significantly. And I think that's brought down the rest of the high-growth stocks."</p><p>Shares of Micron Technology fell more than 4.5%, while Sandisk dropped over 7%.</p><p>:: Nvidia</p><p>Adding to worries about high-flying chipmakers, Reuters reported that Chinese startup DeepSeek is developing its own AI chip, a push that could reduce its dependence on Nvidia and Huawei chips.</p><p>Shares of Nvidia fell in morning trading, but closed slightly higher.</p><p>:: SK Hynix</p><p>Another test of the appetite for chip stocks looms on Friday, when South Korean giant SK Hynix's U.S. listing starts trading on the Nasdaq.</p><p>Meanwhile, Elon Musk's SpaceX tumbled more than 6.5% in its first day of trading as part of the Nasdaq 100 index and after a wave of brokerages initiated coverage on the stock with largely bullish outlooks.</p></body>

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SpaceX Is Now Cheaper Than It Was on Day One
The Wall Street Journal42d agoneutral
SpaceX Is Now Cheaper Than It Was on Day One

SpaceX shares fell 6.8% to close at $149.47, below the $150 price where shares began trading June 12, the day of the rocket maker's initial public offering. Though the stock has dipped below that threshold in intraday trading four times, Tuesday was the first time it closed below $150.

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Chip Rebound Fizzles, Hammers Nasdaq
Barrons.com42d agoneutral
Chip Rebound Fizzles, Hammers Nasdaq

The Nasdaq tumbled on Tuesday after a rebound in semiconductor stocks fizzled out overnight. The Dow dropped 131 points, or 0.3%. After chips rebounded on Monday, selling in memory stocks in South Korea bled into U.S. trading.

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Why Planet Labs (PL) Stock Is Nosediving
StockStory42d agoneutral
Why Planet Labs (PL) Stock Is Nosediving

Shares of earth imaging satellite company Planet Labs (NYSE:PL) fell 6.8% in the afternoon session after a broader tech sector sell-off appeared to outweigh the company's announcement of a successful satellite launch.

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Why Micron Outweighs Meta 2-to-1 in the Nasdaq 100, Even Though Meta Is Way Bigger
24/7 Wall St.42d agoneutral
Why Micron Outweighs Meta 2-to-1 in the Nasdaq 100, Even Though Meta Is Way Bigger

On the June 27 episode of the Animal Spirits podcast, Michael Batnick and Paul Schroeder of Invesco spent a segment on something that should annoy anyone who thinks they understand the NASDAQ 100. As of that date, Micron (NASDAQ:MU) carried a 5.7% weighting in QQQ (NASDAQ:QQQ) while Meta (NASDAQ:META) sat at just 2.6%, even though Meta’s total market cap was ... Why Micron Outweighs Meta 2-to-1 in the Nasdaq 100, Even Though Meta Is Way Bigger

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