GuruFocus.com3h agobearish
ASML Drops 1.8% as $400 Million High-NA Tools Reach More FabsCustomer adoption strengthens ASML's monopoly while shifting attention toward throughput, installation schedules and manufacturing returns.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
135last 24h
869last 7d
144● bullish (7d)
99● bearish (7d)
214publishers
24/7 Wall St.9h agobearish
Intel Drops 3% as Profit Taking Follows 223% YTD Run; AMD Falls 3%, NVIDIA SlipsAfter one of the most jaw-dropping runs among large-cap tech names this year, Intel shares are pulling back hard this morning alongside AMD and the broader chip sector, raising a question every holder needs to answer right now.
GuruFocus.com1d agobearish
Intel Falls 2.24% as Muse Keeps the CPU Thesis AlivePersistent agents add orchestration work, but Meta disclosed neither Intel hardware nor a purchase commitment.
Trefis2d agobearish
Should You Sell Your Marvell Stock Now That Higher Forecasts Are Not Enough?Marvell Technology (MRVL) raised its revenue outlook in late August. Yet its stock has fallen 16.4% over the past three months, before dividends. The S&P 500 returned 4.2% with dividends reinvested over the same stretch. After its late-August results, investors worried about when a key AI chip deal will pay off. Management placed the biggest gains from it in fiscal 2029 and beyond. Meanwhile, the shares already trade at a far higher multiple of profit than the S&P 500.
GuruFocus.com2d agobearish
Intel Drops as Muse Revives the Server CPU ThesisPersistent AI agents create orchestration work, but Meta has disclosed no Intel deployment.
Zacks7d agobearish
Cerebras Drops 19% in 3 Months: Buy, Sell or Hold the Stock?CBRS faces margin pressure and customer concentration, but strong RPO, expanding capacity and liquidity support its long-term growth outlook.
Trefis8d agobearish
How Far Can NVIDIA Stock Fall In A Demand Scare?NVIDIA (NVDA) stock trades near $212, about 10% below its 52-week high, and it has gone nowhere over the past three months. The company itself has not been standing still. So it is worth asking the uncomfortable question: how far does a stock like this fall when a real shock arrives, and how long would you wait to get it back.
The Telegraph10d agobearish
Wall Street hit by tech sell-off after AI bosses push for slowdownTech stocks fell sharply on Monday after AI companies called for a slowdown in the development of the technology.
24/7 Wall St.10d agobearish
Chip Stocks Tumble as AI Pacing Call Reaches Beyond Memory: Intel Drops 7%, AMD Sinks 6%, NVIDIA Pulls BackA weekend essay from an AI CEO that never named a single chipmaker just sent Intel, AMD, and NVIDIA sliding in unison, and the order in which they fell tells a story that contradicts the obvious explanation.
Quartz10d agobearish
Nvidia, chip stocks fall as AI CEOs call for slowdownNasdaq-100 futures fell more than 1.5% Monday after Anthropic CEO Dario Amodei urged a pause on frontier AI model development
InvestorsHub10d agobearish
Intel Shares Fall 6.4% as AI Development Slowdown Debate Weighs on Chip StocksIntel Corporation (NASDAQ:INTC) shares fell 6. 4% in pre-market trading on Monday as semiconductor and AI-linked stocks declined following comments from technology executives about the pace of advanced artificial intelligence development.
The Wall Street Journal10d agobearish
Chip Stocks Tumble After AI Leaders Call For Slowdown in AI DevelopmentEuropean chip stocks followed Asian peers lower, after leaders of the world’s biggest AI companies called for the industry to slow the tech’s development for safety reasons.
Trefis13d agobearish
How Far Could Intel Stock Fall After More Than Quadrupling In A Year?Intel (INTC) stock fell 5.6% on September 10 and trades near $100, about 29% below its 52-week high. Even so, it has returned 310.5% over the past year. The question is how much of that a market shock could take back, and on average Intel has fallen harder than the S&P 500 when shocks hit.
Motley Fool14d agobearish
Why Intel Stock Slumped TodayPiper Sandler to investors: Maybe you should have bought Intel stock last year?
GuruFocus.com14d agobearish
Intel Stock Plunges 4% as Piper Sandler Turns Neutral on ChipmakerIntel Shares Drop After Piper Sandler Launches Coverage With Neutral Rating
Kiplinger16d agobearish
Dow Falls 628 Points as Rate Pressures Rise: Stock Market TodayDisparate but related tensions among the U.S., Canada and Iran continue to roil financial markets.
