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Technology stocks tumbled again on Monday because Wall Street is worried about artificial intelligence shares ahead of another key earnings test. The Nasdaq Composite fell 0.8%. The Dow, which lacks the exposure to AI that the Nasdaq and S&P have, managed to claw its way higher despite the latest escalations between the U.S. and Canada on trade.

Marvell has surged further than almost any semiconductor stock in 2026, and now it faces a confirmed earnings event in three sessions with options volume piling up on both sides. The question is whether that lead becomes a liability before the August 27 print arrives.
Super Micro Computer stock falls. Why the AI server maker faces fresh pressure

Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do with NVIDIA at all.

Nvidia enters earnings week with its stock priced for perfection, but a single crack in its numbers could send investors scrambling for the exits. The question is whether any weakness even exists, and what happens if the market finds out the hard way.

Everyone seems to have the same idea as Tesla these days. The latest example comes from Chinese EV maker XPeng Monday, it reported a second-quarter per-share loss of 10 cents from sales of $2.9 billion. Wall Street was looking for a 20-cent loss on $3 billion in sales.
Wall Street may still be underestimating Nvidia's AI momentum
The market is demanding proof that AMD can convert enormous customer agreements into profitable accelerator deployments.

Even at its lowest in 12 years, NKE stock has still not hit rock bottom.
Walmart Stock Gets Hit Again as Goldman Slashes Target to $130
Onfolio Holdings Inc (ONFO) navigates Nasdaq compliance, extinguishes senior notes, and eyes transformative acquisitions amid a 52% revenue decline.
Walmart Stock Falls 7% as Earnings Outlook Raises Fresh Margin Concerns

The Trade Desk shares hit a seven-year low after missed Q2 earnings and weak guidance, as AI-driven search and walled-garden platforms threaten its ad tech business model.

Alibaba's (BABA) fiscal first-quarter earnings missed expectations even as revenue edged past Wall S

Advance Auto Parts stock cratered Thursday even as the company beat earnings estimates, leaving investors to question whether the headline numbers tell the real story about consumer demand and the health of the entire auto parts sector.

Walmart's (WMT) fiscal second-quarter US comparable sales growth decelerated more than Wall Street e
Cloud revenue jumped 45% as AI demand stayed strong. Summary

Bond yields reversed course Thursday after the Treasury's debt buyback plan failed to sustain a rally in fixed-income markets
Walmart CFO John David Rainey said the timing of Flipkart’s Big Billion Days sale will shift between the third and fourth quarters, creating a headwind of more than 100 basis points to third-quarter sales growth.

Net income fell to 10.54 billion yuan in the June quarter, while cloud revenue grew 45% on surging AI demand
Investing.com -- Alibaba shares dipped around 4% in U.S. premarket trading Thursday after the Chinese e-commerce and cloud giant reported second-quarter earnings well below analyst expectations.
Investing.com -- Alibaba shares dipped around 4% in U.S. premarket trading Thursday after the Chinese e-commerce and cloud giant reported second-quarter earnings well below analyst expectations.

Wolfspeed (NYSE:WOLF) shares fell sharply in premarket trading on Thursday after the semiconductor manufacturer delivered significantly weaker-than-expected fiscal fourth-quarter results, extending the selloff that began following Wednesday evening’s earnings announcement. The stock dropped 10.

U.S. stock futures mostly pointed higher, buoyed by the unexpected intervention that broadly lifted global market sentiment.
The silicon carbide maker reported a wider-than-expected loss and expects next-quarter sales to remain broadly flat at $140 million to $160 million.

Alibaba stock has slipped this year but earnings are an opportunity to flip the narrative on its artificial-intelligence progress.

In addition to meeting analyst expectations for fourth quarter revenue, it also beat on earnings per share.

