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Musashi Seimitsu might be the missing piece in power distribution for datacenters
24/7 Wall St.39d agobearish
Musashi Seimitsu might be the missing piece in power distribution for datacenters

Musashi Energy Solutions Technology might be the missing piece in power distribution for datacenters One of the sectors with highest growth in the stock market since 2025, has been electrical power related stocks. Names like Bloom Energy, Infineon, GE Vernova, and Delta Electronics have posted triple-digit gains. The fact that developers no longer size projects ... Musashi Seimitsu might be the missing piece in power distribution for datacenters

📉Global AI Stocks Tumble
The Wall Street Journal39d agobearish
📉Global AI Stocks Tumble

U.S. chip shares trade sharply lower premarket, extending the reach of a global wobble in artificial intelligence-related stocks following Samsung's quarterly update. Micron Technology and Intel fell around 6% and 4%, respectively Applied Materials and Lam Research, both major suppliers to Samsung--each lost around 5%.

European Chip Stocks Fall as AI Selloff Resumes
Barrons.com50d agobearish
European Chip Stocks Fall as AI Selloff Resumes

Shares of European semiconductor companies were following their Asian peers in negative territory as investors ditched stocks linked to artificial intelligence. A strong set of earnings and outlook from Micron Technology late Wednesday failed to reignite a rally in AI stocks on Thursday.

European Tech Stocks Join Accelerating Global Selloff
Barrons.com53d agobearish
European Tech Stocks Join Accelerating Global Selloff

A global rout of technology stocks spilled over into Europe in early trading, as investors balked at sky-high valuations in stocks linked to artificial-intelligence. The maker of equipment crucial for the manufacturing of semiconductors tumbled after shares in key customers SK Hynix and Samsung Electronics fell sharply in Asia trade. Dutch peers BE Semiconductor and ASM International fell on the same forces, down 5% and 6%, respectively.

Why Polaris (PII) Stock Is Falling Today
StockStory70d agobearish
Why Polaris (PII) Stock Is Falling Today

Shares of off-Road and powersports vehicle corporation Polaris (NYSE:PII) fell 3.1% in the morning session after the AVGO earnings overhang and the stronger-than-expected jobs report combined to drive one of the broadest global chip selloff of the year.

European Stocks Fall as Iran Peace Fears Spread
Barrons.com79d agobearish
European Stocks Fall as Iran Peace Fears Spread

European blue-chip stock indexes edged lower as increasing pessimism around a U.S.-Iran peace deal weighed on market confidence. Technology stocks gained amid broader risk-off sentiment, with the Europe-wide Stoxx 600 slipping 0.

Nvidia Is Facing More Competition and It’s Spooking Investors
Bloomberg101d agobearish
Nvidia Is Facing More Competition and It’s Spooking Investors

(Bloomberg) -- This earnings season has delivered plenty of good news for the artificial intelligence trade, but instead of bidding up Nvidia Corp. shares, investors have been dumping them.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite House Weighs AI Working Group, Model Testi

A Look At Infineon Technologies (XTRA:IFX) Valuation After UBS Downgrade On AI And China Auto Concerns
Simply Wall St.154d agobearish
A Look At Infineon Technologies (XTRA:IFX) Valuation After UBS Downgrade On AI And China Auto Concerns

UBS downgrade puts Infineon’s AI and China auto exposure in focus UBS cut its rating on Infineon Technologies (XTRA:IFX) to Neutral, highlighting what it sees as limited upside in the company’s AI-related business and forecasting 7% annual declines in China auto revenue in 2026 and 2027. See our latest analysis for Infineon Technologies. Infineon’s shares have been choppy recently, with a 1 month share price return of an 8.45% decline, even as the 90 day share price return of 9.77% and 1 year...