Despite a down week in stocks and bonds, the S&P 500 remains within 2% of its all-time high, supported by active dip buyers. Commodities like gold, silver, and crude oil show strong performance as investors shift away from financial assets. Healthcare, Energy, and Materials sectors led gains, while momentum and growth stocks faced selling pressure amid risk-off sentiment. Nvidia's upcoming earnings report is a crucial event for the AI trade, with a potential miss possibly triggering significant market adjustments.
Nvidia CEO Jensen Huang's company continues to face challenges as its advanced chips keep reaching China despite US efforts to block such access. A New York Times report revealed US intelligence surveillance on Alice Huang, leader of Megaspeed, a Sin...
NVIDIA, Micron, and TSMC, key players in the AI semiconductor supply chain, show strong growth potential even if AI budgets slow in 2027. Each controls a critical part of the AI hardware market: NVIDIA designs accelerators, Micron supplies high-bandw...
Micron Technology's stock fell over 12% in a month amid bearish sentiment and tough memory sector earnings. However, strong demand for memory chips in AI, backed by major buyers like NVIDIA and SK Hynix, supports Micron's growth. The company has secu...
Nvidia and AMD both exceeded earnings expectations with Nvidia posting $96.22B revenue up 105.8% and AMD $11.54B up 50.1%. Nvidia's data center segment, especially networking, showed strong growth, supported by AI demand outpacing supply. AMD's data ...
Intel's shares plunged nearly 29% after its Q3 earnings report, which beat estimates but included weak guidance and factory shutdowns. This sharp decline impacted major ETFs like VanEck Semiconductor (5.15% Intel weight) and Invesco QQQ (3.04% Intel ...
