As the latest earnings season unfolds on Wall Street, tech giants are facing a stern test over their "AI return on investment." In this round of reporting, AI capital expenditure has taken center stage and is being subjected to microscopic scrutiny. On Wednesd...
As concerns over the sustainability of the AI boom intensified, U.S. AI-related equities recently suffered a sharp correction. However, Wall Street investment banks have taken turns signaling that a turning point has arrived, seeking to dispel investor anxiety...
All three major U.S. stock indices closed lower on Wednesday (July 22). The Dow Jones Industrial Average slipped 0.01% to 52,218.58, the S&P 500 dipped 0.14% to 7,498.96, and the Nasdaq Composite fell 0.57% to 25,690.90. Escalating U.S.-Iran rhetoric drove...
Alphabet will report Q2 earnings after Wednesday's close. The release is a key gauge for the market's AI trade. Investors are weighing heavy CapEx on data centers and chips against returns. As a result, market sentiment on AI spending is growing more cautious....
Ahead of several critical catalyst events, short sellers have ramped up their bearish bets against SpaceX, pushing short interest to nearly a third of its publicly traded float. Elon Musk recently issued a stark warning, declaring that investors shorting Space...
U.S. stocks opened higher and closed higher on Tuesday, snapping a three-day losing streak. The Philadelphia Semiconductor Index surged 5.21%, its biggest single-day gain since June 22. Memory concept stocks staged a violent rebound: DRAM ETF +10.91%, Western...
Driven by a strong rebound in Asian tech equities earlier today, U.S. AI-related stocks staged a long-awaited collective pre-market rally on Tuesday. As of press time, Nasdaq 100 index futures (Sep '26 contract) were up 1.22%, S&P 500 futures gained 0.35%,...
China A-Shares At close, the Shanghai Composite Index rose 1.79% to 3,864.37 points; the Shenzhen Component Index surged 4.81% to 14,264.00 points; the ChiNext Index powered up 7.05% to 3,685.00 points, and the STAR 50 Index soared 10.80%, booking its largest...
U.S. equities have endured a volatile ride since the start of the year, driven by geopolitical tensions, fears over AI disrupters, and ongoing sector rotation within the AI space. Despite these headwinds, Wall Street delivered solid gains in the first half of...
The AI rally has lasted for three years, delivering some of the strongest U.S. stock returns in decades alongside the most extreme single-stock concentration in history. Yet, Wall Street remains deeply divided over whether the current market is a bubble, how l...
U.S. stocks opened higher but reversed course to close lower on Monday, with all three major indices finishing in the red. U.S. Central Command announced new strikes against Iran shortly before the close. Chip stocks pared intraday gains; SOXX +0.45%, SMH +0.4...
Before Monday's US market open, the month-long correction in chip stocks showed signs of a temporary pause, with AI favorites like the "top five memory giants" rallying across the board. As of press time, Nasdaq 100 Index Futures (September 2026 contract) rose...
Lately, global AI plays—particularly semiconductor equities—have weathered a painful correction. Driven down by a rout in memory names, South Korea’s KOSPI index gave up 25% from its peak, while the Philadelphia Semiconductor Index (SOX) slid...
Over the past month, Meta's stock price surged 11%, while the S&P 500 rose only 0.76% over the same period, significantly outperforming the market. In just one short month, Meta's market logic has been fundamentally rewritten. The trigger for this strong r...
As the US corporate earnings season enters its peak, global financial markets are bracing for another pivotal trading week. Tech giants including Alphabet, Intel, and Tesla are scheduled to report their results, subjecting the investment thesis behind US artif...
AI-led selling continued as the Philadelphia Semiconductor Index entered bear-market territory, while resilient early earnings helped limit broader downside. Energy advanced amid renewed risk concerns; Treasury yields eased and the U.S. dollar remained broadly...
U.S. stock index futures moved sharply lower in premarket trading on Friday (July 17) as intensifying concerns over artificial intelligence spending continued to weigh on global financial markets. As of press time, Dow Jones Industrial Average futures slid 0.6...
China A-Shares At close, the Shanghai Composite Index fell 3.05% to 3,764.15 points; the Shenzhen Component Index dropped 5.40% to 13,706.88 points; the ChiNext Index plunged 7.15%, and the STAR 50 Index sank 7.12%. The market trended unilaterally lower throug...
In the early hours of July 17, U.S. memory stocks suffered a collective routing, with SK Hynix plunging over 13% and Micron falling over 5%. The Philadelphia Semiconductor Index plummeted 4.29% in a single day. Prior to this, memory chip concept stocks in A-sh...
Japanese memory chipmaker Kioxia Holdings Corp. plunged as much as 16% in Friday morning trading, marking a 52% decline from its peak last month. This rapid descent means the company has shed half its market value just a month after claiming the title of Japan...
As the latest earnings season unfolds on Wall Street, tech giants are facing a stern test over their "AI return on investment." In this round of reporting, AI capital expenditure has taken center stage and is being subjected to microscopic scrutiny. On Wednesd...
All three major U.S. stock indices closed lower on Wednesday (July 22). The Dow Jones Industrial Average slipped 0.01% to 52,218.58, the S&P 500 dipped 0.14% to 7,498.96, and the Nasdaq Composite fell 0.57% to 25,690.90. Escalating U.S.-Iran rhetoric drove...
Ahead of several critical catalyst events, short sellers have ramped up their bearish bets against SpaceX, pushing short interest to nearly a third of its publicly traded float. Elon Musk recently issued a stark warning, declaring that investors shorting Space...
Driven by a strong rebound in Asian tech equities earlier today, U.S. AI-related stocks staged a long-awaited collective pre-market rally on Tuesday. As of press time, Nasdaq 100 index futures (Sep '26 contract) were up 1.22%, S&P 500 futures gained 0.35%,...
U.S. equities have endured a volatile ride since the start of the year, driven by geopolitical tensions, fears over AI disrupters, and ongoing sector rotation within the AI space. Despite these headwinds, Wall Street delivered solid gains in the first half of...
U.S. stocks opened higher but reversed course to close lower on Monday, with all three major indices finishing in the red. U.S. Central Command announced new strikes against Iran shortly before the close. Chip stocks pared intraday gains; SOXX +0.45%, SMH +0.4...
Lately, global AI plays—particularly semiconductor equities—have weathered a painful correction. Driven down by a rout in memory names, South Korea’s KOSPI index gave up 25% from its peak, while the Philadelphia Semiconductor Index (SOX) slid...
As the US corporate earnings season enters its peak, global financial markets are bracing for another pivotal trading week. Tech giants including Alphabet, Intel, and Tesla are scheduled to report their results, subjecting the investment thesis behind US artif...
U.S. stock index futures moved sharply lower in premarket trading on Friday (July 17) as intensifying concerns over artificial intelligence spending continued to weigh on global financial markets. As of press time, Dow Jones Industrial Average futures slid 0.6...
In the early hours of July 17, U.S. memory stocks suffered a collective routing, with SK Hynix plunging over 13% and Micron falling over 5%. The Philadelphia Semiconductor Index plummeted 4.29% in a single day. Prior to this, memory chip concept stocks in A-sh...
As concerns over the sustainability of the AI boom intensified, U.S. AI-related equities recently suffered a sharp correction. However, Wall Street investment banks have taken turns signaling that a turning point has arrived, seeking to dispel investor anxiety...
Alphabet will report Q2 earnings after Wednesday's close. The release is a key gauge for the market's AI trade. Investors are weighing heavy CapEx on data centers and chips against returns. As a result, market sentiment on AI spending is growing more cautious....
U.S. stocks opened higher and closed higher on Tuesday, snapping a three-day losing streak. The Philadelphia Semiconductor Index surged 5.21%, its biggest single-day gain since June 22. Memory concept stocks staged a violent rebound: DRAM ETF +10.91%, Western...
China A-Shares At close, the Shanghai Composite Index rose 1.79% to 3,864.37 points; the Shenzhen Component Index surged 4.81% to 14,264.00 points; the ChiNext Index powered up 7.05% to 3,685.00 points, and the STAR 50 Index soared 10.80%, booking its largest...
The AI rally has lasted for three years, delivering some of the strongest U.S. stock returns in decades alongside the most extreme single-stock concentration in history. Yet, Wall Street remains deeply divided over whether the current market is a bubble, how l...
Before Monday's US market open, the month-long correction in chip stocks showed signs of a temporary pause, with AI favorites like the "top five memory giants" rallying across the board. As of press time, Nasdaq 100 Index Futures (September 2026 contract) rose...
Over the past month, Meta's stock price surged 11%, while the S&P 500 rose only 0.76% over the same period, significantly outperforming the market. In just one short month, Meta's market logic has been fundamentally rewritten. The trigger for this strong r...
AI-led selling continued as the Philadelphia Semiconductor Index entered bear-market territory, while resilient early earnings helped limit broader downside. Energy advanced amid renewed risk concerns; Treasury yields eased and the U.S. dollar remained broadly...
China A-Shares At close, the Shanghai Composite Index fell 3.05% to 3,764.15 points; the Shenzhen Component Index dropped 5.40% to 13,706.88 points; the ChiNext Index plunged 7.15%, and the STAR 50 Index sank 7.12%. The market trended unilaterally lower throug...
Japanese memory chipmaker Kioxia Holdings Corp. plunged as much as 16% in Friday morning trading, marking a 52% decline from its peak last month. This rapid descent means the company has shed half its market value just a month after claiming the title of Japan...
