Wall Street highlights Intel’s strategic pivot away from its Falcon Shores AI processor and the delay of Clearwater Forest as ongoing challenges for the company despite a solid Q4.
JPMorgan analyst warns of turbulence in AI stocks like NVDA, AVGO, MRVL but reassures VOO investors due to its well-diversified portfolio of top US companies.
Qorvo reported strong earnings but warned that revenue from its largest customer, Apple, will likely remain flat in fiscal 2026, weighing on retail sentiment.
During the earnings call, CEO Christophe Fouquet said artificial intelligence is a key growth driver for the semiconductor industry but acknowledged that shifting market dynamics have not benefited all of ASML’s customers equally.
With analysts forecasting a significant profit decline, Qorvo's potential restructuring under activist pressure draws focus ahead of its earnings release.
The 52-week low comes after the stock lost 6.4% during a wider tech sector sell-off on Monday, triggered by reports of Chinese AI startup DeepSeek unveiling a competitive AI model, which impacted major technology stocks.
TSMC stock saw redemption after Monday selloff. Taiwan economy ministry says US-Taiwan semiconductor business is a win-win model despite Trump's tariff threats. Taiwan home to Apple and Nvidia. TSM stock up 3.23% premarket.
The launch of DeepSeek affects the AI boom including the power, cooling and data center giants that once rode the AI euphoria, which now have single-day losses exceeding 20%.
A wild selloff rattled tech stocks on Monday, striking at the heart of AI optimism as China’s DeepSeek startup unveiled an open-source large language model platform that outperforms OpenAI’s ChatGPT at a
Wall Street traded slightly higher during midday Thursday as investors assessed the ongoing earnings season while closely monitoring policy signals from President Donald Trump.
Barclays cut its price target for Apple stock to $183 from $184, attributing the revision to its expectation for an in-line to a bit softer December quarter.
