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The S&P 500 has swung back into positive territory for the month, thanks to a rally in tech shares today. Chip stocks, software firms, hyperscalers and shares of companies whose fortunes are tied to cryptocurrencies are all rallying in early trading.
The technology sector is the S&P 500's worst performer today, down more than 2%. Here are some of the tech names getting hit hardest: Coherent, down 11%. Hewlett Packard Enterprise, down 11% Corning, down 11% Teradyne, down 11% Lumentum, down 8.
Asian and European chip stocks tumbled Monday after leaders of the world’s biggest artificial intelligence companies called for the industry to slow development of the technology for safety reasons. Nvidia and Intel are down in premarket trading.
The AI infrastructure boom is facing another key readout as investors gauge whether demand remains strong enough to support elevated valuations.
Dell is scheduled to report second-quarter financial results after the stock market closes on Tuesday.
Asian stocks were mixed on Thursday following modest losses on Wall Street, while oil prices declined. U.S. futures were trading higher after Nvidia’s latest quarterly earnings beat Wall Street’s expectations as demand for its advanced artificial intelligence chips surged. In Japan, the Nikkei 225 slipped 0.2% to 66,162.72.
NVDA awaits earnings near its 50-day EMA as Intel tests key technical support and SMCI remains range-bound between $35 and $40 resistance.
The relentless buildout of artificial intelligence infrastructure is drawing bipartisan backlash, which could introduce political risk to the market’s beloved trade ahead of the US midterm election.
Plus: U.S. sanctions suspected Iranian hackers on ‘economic D-Day;’ Alabama subpoenas OpenAI over rogue cyberattack.
U.S. export controls have pushed Chinese companies to seek Nvidia chips through backdoor routes, as Taiwan tries to find ways to clamp down.
Taiwan prosecutors said on Monday they indicted nine people, including employees of Nvidia and Super Micro, accused of illegal export of artificial intelligence servers to China. Semiconductor powerhouse Taiwan is the world's largest producer of advanced chips used in AI applications. Prosecutors this year investigated the suspected illegal export of servers equipped with Nvidia chips subject to U.S. export controls.
The server maker ended an investigation into an alleged scheme by two employees and a contractor to smuggle Nvidia chips to China.
Super Micro Computer Inc. completed an independent investigation into its export compliance program, with the investigation team concluding the company’s senior managment had no knowledge of an alleged diversion scheme involving Nvidia Corp. chips.
The next test is whether strength extends into 2027
Record $11.1B quarterly revenue and $60B+ new orders fuel fiscal 2027 guidance.
U.S. stocks are trading lower today. The Nasdaq is down 1.4%, the Dow Jones Industrial Average is off 0.1% and the S&P 500 is down 0.6%. Here is what is driving the markets today: Worldwide bond selloff: An accelerating bond selloff in recent days has pushed some Treasury yields to levels not seen since 2007.
In the midst of all the discussion about whether the artificial intelligence boom is getting too pricey, Super Micro Computer (SMCI) just revealed a number that’s difficult to ignore. The AI server specialist expectsfiscal 2027 revenue of $65 billion to $72 billion, dramatically above the $52.5 ...
Investing.com -- AI infrastructure names delivered a week of strong gains, with memory, server and neocloud stocks rallying on results and guidance, while a high-profile consumer name went the other way.
Dell Technologies stock could have more room to run—even after this year’s meteoric rise—as artificial intelligence hardware demand remains resilient. Wells Fargo analyst Aaron Rakers raised his price target on Dell to $545 from $505 on Friday, which implies a 10% increase from the stock’s last closing price of $494.51. Dell’s “server results and outlook present continued upside,” Rakers wrote in a research note.
Tech stocks look a touch lively in premarket trading.
Super Micro Computer stock continued its post-earnings rally Thursday while Cisco Systems —another hardware maker that has gotten an artificial-intelligence boost—fell hard. Super Micro stock surged 8% on Thursday to $40.63. Super Micro reported fiscal fourth-quarter financial results after the stock market closed Tuesday.
Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.
Nano Nuclear Energy (NASDAQ:NNE) said its third-quarter progress centered on advancing the licensing and engineering of its Kronos microreactor, expanding its nuclear fuel-cycle capabilities through acquisitions, and pursuing potential commercial deployments for data centers, industrial users and go
A softer inflation report that was in line with expectations helped boost stocks today, but overall, it was another fairly uneventful session after a quiet start to the week. The tech-heavy Nasdaq Composite finished up 0.5% today. Outside of the cooler inflation reading this morning, artificial intelligence stocks like Super Micro Computer and Lumentum helped drive stocks higher today, particularly in the Nasdaq, after turning in earnings performances that smashed expectations.
Core CPI, which excludes food and energy, advanced 0.2% last month, with the overall annual inflation rate landing at 3.4%.
US equity indexes ended mixed Wednesday amid stock gains by some major technology stocks and a four-
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