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The Dow Jones hit a new high thanks to Nvidia, but Google, SpaceX and AMD weighed on the Nasdaq. Sandisk, Western Digital fell late.

(Updates with index/price moves and macroeconomic data from the first paragraph.) US equity index

(Updates with market moves at the end of the day, and other changes, if any.) The Dow Jones Indus

SpaceX shares dropped 14%. Elon Musk’s space company late Tuesday said its capital expenditures topped $18 billion last quarter, double the previous quarter’s total, mainly tied to its artificial-intelligence build-out. AMD shares also fell 7% after Musk said SpaceX would exclusively use chips from rival Nvidia, shares of which gained 4%.

Investors are flocking to an ETF that enhances the daily exposure of leading chip stocks. Buyer beware.

Record Data Center sales and a $13 billion outlook failed to prevent a sharp post-earnings decline.

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Investors are flocking to an ETF that enhances the daily exposure of leading chip stocks. Buyer beware.

Get paid a significant income stream now, which you keep no matter what, for the chance to buy a semiconductor leader at a steep discount if it ever gets there.

Strong guidance still failed to clear investors' elevated bar

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(Updates with latest market prices and developments.) US benchmark equity indexes were mixed intr

Micron, Samsung and SK Hynix have reportedly committed significant portions of their 2027 output.

Wall Street has piled 41 buy ratings onto AMD with zero sells, yet shares just cratered after a blowout quarter. Something about this setup does not add up, and the answer points toward a price target most analysts have not caught up to yet.

Nvidia stock was seeing solid gains on Wednesday, though you wouldn't guess it by taking a look at major index moves. The AI chip maker was up 4.3% and was the only Magnificent Seven name in the green on Wednesday afternoon.

Analysts raised price targets after earnings, while bullish retail traders said AMD could climb as high as $800 on AI-driven growth.

Nvidia Stock Rises as SpaceX Picks It Over AMD for AI Infrastructure

On Aug. 5, 2026, new highs across major indexes reflect renewed confidence in global trade as investor confidence starts to return.

(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit

SpaceX's first quarterly report since its IPO sent shockwaves through the AI chip trade, rewarding one ETF with a 21% single-session surge while punishing a chipmaker that just posted record revenue. The winner and loser share the same catalyst.

Its five-year correlation to the index says overlap, and its past-year capture readings say that overlap arrives magnified in both directions.

SpaceX's exclusive use of NVIDIA systems on Earth and in orbit expands its industrial AI reach and supports long-term growth.

Advanced Micro Devices (AMD) is looking "significantly" better in 2027 after Q2 results, but its war

AMD's data center sales exploded while the stock slipped, and retail investors are scratching their heads. Here is why the math behind the confusion points to a very specific price target.

Tech stocks were taking a breather during Wednesday's session after leading yesterday's rally. The Nasdaq Composite was down 0.3%, while the S&P 500 fell to the flatline. The second-quarter earnings season is ongoing, and companies that deliver beats on the top and bottom lines have seen muted stock reactions.

US equities were mixed and crude oil eased in late-morning trading Wednesday as investors remained h

NVIDIA just delivered its loudest quarter of the AI era, yet shares sit nearly 30% below their peak while B200 systems vanish from shelves faster than they ship. The bull case for a run to $300 hinges on three things that still need to break right.

During an interview with CNBC, Su said AMD's data center business is on track to grow well over 100% by 2027 as hyperscale and enterprise customers plan AI infrastructure investments further in advance.

AMD just posted a record quarter and the stock is tanking anyway, while NVIDIA is surging on a surprise deal that doubles as a direct shot at AMD's biggest ambitions.