The S&P 500 has risen 14% in 2026, reaching record highs, but this rally is heavily concentrated in a few AI-related chipmakers like Nvidia, Sandisk, and Micron Technology. Over 40% of the index's stocks are actually down this year, with many sectors struggling due to higher interest rates and economic concerns. The technology and energy sectors lead gains, but the median stock has only gained about 4%, highlighting a narrow rally. Investors remain focused on AI themes, though some expect rotation away from these stocks eventually.
While the S&P 500's rally is led by a few AI chipmakers, these stocks show some recent pullbacks on Pluang as of Oct 13, 2026 00:21 WIB. Nvidia trades at USD 226.46, down 1.23% for the day, and Micron Technology is priced at USD 992.22, down 3.57%. SanDisk also fell 6.13% to USD 1,484.89. This highlights some short-term volatility even among the top performers in the narrow rally.
NVIDIA and Cisco have introduced Ultra-Dense Small Form Factor Pluggable (USFP), a new optical module supporting 400Gb/s per lane, enabling up to 12.8Tb/s capacity for AI data centers. This technology doubles bandwidth per lane and increases power ef...
NVIDIA and AMD both posted record Data Center revenues in 2026, with NVIDIA generating $89.02B and AMD $6.72B. NVIDIA's AI infrastructure platform Vera Rubin began shipping in August, giving it a timing advantage over AMD's Helios, which starts shipp...
Nvidia shares fell 1% after Microsoft announced its third-generation Maia 300 AI chip, designed to improve efficiency and reduce costs in AI workloads. The Maia 300 offers 40% more tokens per megawatt and up to seven times the throughput of its prede...
Cisco and NVIDIA announced a new open industry specification for 400G-per-lane pluggable optics, enhancing bandwidth and power efficiency for AI data centers. Cisco also introduced advanced Silicon One chips and systems, including the 51.2T P200 sili...
S&P 500 futures are flat near record highs as Brent crude oil rises above $100 due to ongoing conflict in Iran, boosting energy stocks like Exxon Mobil and Chevron. Meanwhile, high bond yields above 5% are pressuring tech stocks, with NVIDIA slightly...
