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Nancy Pelosi Makes Fresh Intel and Bloom Energy Bets

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.

The week is off to a bad start for tech stocks—specifically, ones tied to the AI trade. Here are some of the biggest laggards on the Nasdaq today and roughly how much they are sliding: Sandisk, 10% Seagate Technology, 8% Lumentum, 8% Micron, 8% Western Digital, 8% Nebius, 7% Teradyne, 6% Astera Labs, 5.

Marvell Technology reports earnings this week but Wall Street desires more details on a recently announced agreement with Google.

The band the options market has drawn around this stock is barely wider than the swings it already delivers, which makes that width a baseline rather than a passing scare.

This week's major tech news

The chipmaker remains dominant for now, but an onslaught of companies is encroaching on its territory.

The company aims to boost domestic chip output and develop 2nm technology amid state-backed funding plans.

↘️ Alibaba (HK:9988, BABA): The Chinese tech giant launched a $10.2 billion share sale at a sharp discount to invest in AI. Its stock fell more than 8% in Hong Kong. ↘️ Samsung Electronics (KR:005930): Shares tumbled more than 8% in South Korea.

The famous investor dumped three top chip stocks and bought another one with a clear near-term catalyst.

Aug 24 (Reuters) - Alibaba shares fell 8% in early Hong Kong trade on Monday after the tech company finalised a HK$80 billion ($10.21 billion) share placement at HK$112.70 apiece, in a deal aimed at

Alibaba is seeking roughly $10 billion in a Hong Kong share sale, with proceeds earmarked for full-stack AI investment.

Anyone still holding shares from the $20 billion stock sale that priced on Aug. 10 is down on the trade. What would it take to get them back to even?

Moderna's 130% day ran on five conditions. We screened the market for stocks like Moderna and found three names, none a biotech.

The Terafab joint venture is set to materially benefit both businesses.

The chipmaker’s stock performance gets all the attention, but behind the scenes it runs one of the largest cash-return machines on the market.

The investment firm has added to its Hut 8 investment amid the AI boom.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.38% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.69%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.09%. E-mini S&P futures (ESU26 ) are up +0.37%, and September E-mini...

Stanley Druckenmiller’s Duquesne Family Office entered a new 754,800-share position in Riot Platforms during the second quarter as the company expands into AI data center capacity with a major long-term agreement.

NVDA heads toward its Q2 earnings release with revenues expected near $91 billion as AI, Data Center and Blackwell demand fuel growth prospects.

The paradox of Micron is that even as its stock has soared 700% over the past year, it still has an underwhelming valuation. Micron CEO Sanjay Mehrotra thinks the market is wrong and the stock could be drastically undervalued. Mehrotra wants the narrative to change and for memory to lose its commodity status.

Great Hill Capital founder Tom Hayes believes Berkshire Hathaway Inc. will fail to beat the S&P 500 over the next decade, declaring the conglomerate’s era of market outperformance is “done.” Instead, the contrarian investor is placing high-conviction turnaround bets on...

Micron's record revenue arrived on shipments that barely grew, which leaves the price of memory carrying the entire case.

The paradox of Micron is that even as its stock has soared 700% over the past year, it still has an underwhelming valuation. Micron CEO Sanjay Mehrotra thinks the market is wrong and the stock could be drastically undervalued. Mehrotra wants the narrative to change and for memory to lose its commodity status.

Nvidia Corp. is in early discussions with the Korean AI chip designer Rebellions about possible collaborations, including a technical partnership, an investment or perhaps even an acquisition, according to people familiar with the matter.

Druckenmiller has never had a down year in all his years as a professional investor.

Wall Street has some mixed opinions on these three stocks.

On August 13, 2026, The Wall Street Journal reported that Lenovo Group Limited (OTC:LNVGY)’s first-quarter revenue jumped 43% year over year to $26.94 billion on AI hardware demand. The company now expects to hit its $100 billion annual revenue goal ahead of schedule, even as it swung to a net loss. Intel Corporation (NASDAQ:INTC) raised […]

Coatue Management started a new AMD stock position worth $55.8 million in Q2, joining a wave of fresh AI bets from the hedge fund giant.

For those holding Advanced Micro Devices, here is a way to get paid a real income now, money you keep no matter what, in exchange for capping your gains at a higher price.