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Jim Cramer used his June 8, 2026, Squawk on the Street appearance to deliver a direct warning to anyone riding the AI chip rally. His line, after a brutal Friday that saw the Philadelphia semiconductor index post its fourth-worst decline ever: “Unless you have accelerated earnings, your stock is pretty much done. Got to go ... Jim Cramer Warns: AI Stocks Face 50% Crash Without Earnings Growth
You know that feeling when a friend aces every exam, lands a dream job offer, and somehow still can't catch a break? That's the market handing CrowdStrike Holdings (CRWD) and Broadcom Inc. (AVGO) their report cards right now. Both companies just delivered earnings that would make most CEOs weep ...
Investing.com -- Mizuho said investor concerns about one key semiconductor name losing ground to competitors in the custom chip market are overblown and urged clients to buy the recent pullback, citing a massive potential opportunity from Google's accelerating TPU buildout.
BNP Paribas is warning clients that this week’s SpaceX IPO could do something the AI rally has not yet had to absorb: force a wave of selling in the very semiconductor stocks that have driven the market higher. Retail investors are expected to be heavy buyers of the IPO, and they will need to raise ... Wall Street Bank Warns SpaceX IPO Could Trigger Large Sell-Off in Popular Semiconductor Stocks
"We are at the outset of the AI revolution," Huang said, framing last week's $1 trillion-plus wipeout in chip stocks as a near-term positioning event rather than a signal of structural weakness in AI demand.
The Roundhill Memory ETF (CBOE:DRAM) closed Friday, June 5, 2026 at $55.79, down 15% on the day from a prior close of $65.70. Over the two-day window from June 3 through June 5, the fund dropped 20%, going from $69.71 to that Friday close. If you had $10,000 in DRAM at Wednesday’s open, you had ... Guidance Miss Becomes a Bloodbath: DRAM’s 15% Implosion is At The Center
Shares of the electric-vehicle maker were up 1.4% at $396.65 in premarket trading, while futures were up 0.4% and futures were down 0.1%. Investors are waiting to see if some investors will sell Tesla stock to buy SpaceX shares. Technical factors like that can create short-term price distortions.
Marvell Technology shares climbed more than 7% in premarket trading on Monday after the chipmaker was set to join the benchmark S&P 500 at the end of June, in the latest boost to a stock that has surged recently. Its shares have gained about 59% since May 27 after the company forecast its custom-chip business would surpass $10 billion in revenue in fiscal 2029 and Nvidia CEO Jensen Huang called Marvell the next "trillion-dollar company." The stock dropped 16.7% in regular trading on Friday amid a broader selloff that wiped out $1.3 trillion in market value for the chip sector.
By Mike Dolan June 8 (Reuters) - What matters in U.S. and global markets today By Mike Dolan, Editor-at-Large, Finance and Markets Wall Street is holding its breath after Friday’s withering chip
June 8 (Reuters) - S&P 500 and Nasdaq futures climbed on Monday, as chip stocks steadied after plunging to over two-week lows, though renewed strikes in the Middle East kept investors largely at bay.
<body><p>STORY: Asian stocks plunged on Monday morning as investors hit the brakes on the red-hot AI rally.</p><p>South Korea’s tech-heavy KOSPI index took the heaviest beating.</p><p>It was down around 6% by late-morning after volatile trade had earlier triggered a 20-minute halt.</p><p>Chip giant Samsung matched the overall decline. </p><p>Meanwhile, Japan’s Nikkei index was down around 4% by the same time.</p><p>That follows a similar drop for the Nasdaq on Wall Street at the end of last week.</p><p>One analyst told Reuters that doubts have crept in over tech earnings, partly following weaker-than-expected numbers from US chipmaker Broadcom.</p><p>Last week’s hotter-than-expected U.S. jobs data have also all but wiped out hopes for further rate cuts by the Federal Reserve this year.</p><p>Then there’s Iran.</p><p>Tensions in the Middle East have flared again, following Israel’s strikes on Lebanon, and Iran’s retaliatory strikes on Israel.</p><p>International benchmark Brent Crude was up around 3% on Monday morning, once again heading towards the $100 per barrel mark.</p><p>That’s despite weekend action by the OPEC+ oil exporters’ group to reassure markets with a further boost to output.</p><p>Later this week, all eyes turn to the potentially record breaking SpaceX share listing.</p><p>Elon Musk’s rocket firm is set to start trading on Friday, and is expected to debut with a valuation of around $1.75 trillion.</p><p>With so much money going to that, and more possible mega-listings such as OpenAI, some brokers have expressed concern about the impact on other assets. </p></body>
A look at the day ahead in European and global markets from Rae Wee An ugly selloff in technology stocks swept across Asia on Monday as investors slammed the brakes on the red-hot AI rally, with a
SINGAPORE, June 8 (Reuters) - Asian markets were poised to fall on Monday after Wall Street's nine-week winning streak ended in heavy tech selling, while Israeli strikes on Beirut sent oil and the
There's a fear quietly spreading through enterprise software circles — that agentic AI is coming for the business model. Why pay for software licenses when AI can write, replace, or automate what that software does? It's a legitimate question. And 65-year-old Broadcom (AVGO) CEO Hock Tan just ...
Broadcom's strong earnings weren't quite enough for an unquenchable Wall Street.
Broadcom (AVGO) stock closed the June 4 trading session down 12.59% at $418.91. The stock took a tumble following the release of the second-quarter (Q2) fiscal year 2026 (FY26) earnings report on June 3, and lost about $280 billion in market value, according to Yahoo Finance. The stock is up 21.04% ...
There were some clunkers and expected early stumbles. By and large, though, most have done pretty well.
Investing.com -- Marvell Technology Inc (NASDAQ:MRVL) shook off a sharp two-day slump in postmarket trade Friday following the announcement of its upcoming inclusion in the bellwether S&P 500 index. Shares of the semiconductor company bounded 6% higher in after-hours trade as S&P Dow Jones Indices revealed the changes for its quarterly rebalance. The index addition caps a highly volatile week for Marvell, which initially went on a tear after Nvidia CEO Jensen Huang called it the next "trillion-d
Broadcom’s AI bookings remain the key proof point, with investors watching whether custom chip demand can convert quickly enough to support its fiscal 2027 AI revenue target.
Selling on Friday was particularly pronounced among megacap tech stocks. The nine trillion-dollar tech companies in the S&P 500 averaged a loss of 5.3% Friday, totaling about $1.1 trillion in lost market value.
(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. have finalized a $35 billion financing package for Anthropic PBC to expand its AI infrastructure, marking the latest mega-deal in the artificial intelligence race.Most Read from BloombergBecerra Advances for California Governor as Hilton Fights SteyerNasdaq 100 Sinks 5% in AI-Led Rout as Yields Climb: Markets WrapSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSpaceX Inks $30 Billion Computing Power Deal With GoogleTrump Says
The Dow Jones Industrial Average fell 695 points, or 1.4%. The Nasdaq composite fell 4.2%. Nvidia and Broadcom were among the heaviest weights on the market.
US stocks (^DJI, ^IXIC, ^GSPC) sink in Friday trading, the Nasdaq Composite leading losses and closing over 1,100 points lower (4.18%). The market is reacting to May's overwhelmingly positive labor data — 172,000 jobs added the US economy vs. estimates of 88,000 — raising investor concerns that the Federal Reserve may be inclined to hike interest rates. Yahoo Finance Markets and Data Editor Jared Blikre breaks down the day's biggest market moves.
U.S.-traded chipmakers plunged on Friday, losing over $1 trillion in market value, with deep losses in AI heavy hitters including Nvidia, Micron Technology and Advanced Micro Devices, as Broadcom's weak report earlier this week reverberated across Wall Street. The PHLX chip index slumped almost 8.5% in afternoon trading, putting it on track for its deepest one-day loss since Wall Street's "Liberation Day" tariff selloff in April 2025. Friday's selloff added to losses on Thursday after Broadcom gave a quarterly report that showed demand for its custom AI chips business falling short of lofty expectations.
Friday’s carnage in tech stocks shows just how fragile this year’s rally has become. Then came an unexpectedly good jobs report for May. A healthier labor market could lead the Federal Reserve to keep interest rates elevated to combat inflation. Indeed, investors on Friday were pricing in an around 50% chance that the Fed could hike in October, up from a less than 20% chance a month ago.
Investing.com -- Wall Street is set to cap off this week with a decline, as rate-sensitive technology stocks and chip names fall. We have also seen rising U.S. Treasury yields after a significantly stronger-than-expected May jobs report.
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