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Stock market today: Indexes slide as chipmaker rout drags tech ahead of key earnings

AMD and SMCI dragged chip shares lower on Wednesday. Investors are awaiting more big tech earnings …

Filip De Mott   


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AMD still has a gap to close with Nvidia's AI chips

Shares for AMD dropped after its third quarter earnings call. CEO Lisa Su said that gaining trust i…

Helen Li   


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Nvidia earnings could spark a nearly $300 billion swing in the stock, Goldman says

"The bar for Nvidia this earnings season is a lot lower than it has been in recent quarters given f…

Matthew Fox   


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1 min read

Mizuho bumps up Nvidia stock forecast, says earnings this month will be the next big AI catalyst

Mizuho expects Nvidia to generate nearly $200 billion in revenue in 2027, which would be more than …

Matthew Fox   


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AMD CEO Lisa Su says GPU and CPU sales are nearly equal. Wall Street thinks that's not enough.

If the central processing unit was the engine of the first age of computing, the graphics processin…

Emma Cosgrove   


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Chip stocks try to rebound as TSMC earnings lift hopes after steep sell-off

Chip stocks including TSMC, Nvidia, and AMD were up Wednesday after TSMC reported strong quarterly …

Kelly Cloonan   


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Stock market today: Indexes gain after strong retail sales data

Stocks rose Thursday as investors digested strong retail sales data for September. Upbeat earnings …

Kelly Cloonan   


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Stock market today: Indexes mixed as traders look to recover from chip sell-off

Stocks wavered after Tuesday's chip sell-off. Morgan Stanley shares popped after the bank beat earn…

Jennifer Sor   


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Chipmakers tumble as ASML forecast cut issues a growth warning to the sector

Chip stocks fell Tuesday. ASML slashed its guidance for 2025, and the sector mulled reports of more…

Kelly Cloonan   


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4 mins read

The cloud rises and AI pays off — 3 takeaways from tech's big earnings week

It's been a big week. Here's what Big Tech earnings told us about cloud, AI, and chips.

Alistair Barr,Kwan Wei Kevin …   


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AI stocks plunge after AMD gives weak forecast for chip sales

Shares of Super Micro Computer, AMD, and Nvidia erased a collective $143 billion in market value on…

Matthew Fox   


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3 mins read

The US-China rivalry will reshape the landscape for Big Tech earnings

Geopolitical conflict and a "tit for tat" rivalry between US and China is a risk to future tech-ear…

Yuheng Zhan   


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What the roller coaster earnings at ASML and TSMC tell us about demand for AI chips

TSMC's blockbuster results will be a welcome surprise to investors after ASML's earnings sent semic…

Beatrice Nolan   


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The Fed has poured rocket fuel on the red-hot AI trade

"The Fed finally ripped the band-aid off and cut 50 bps with a dovish dot plot into 2025 that we vi…

Matthew Fox   


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Nvidia market cap decline extends to $505 billion after report of antitrust probe by the Justice Department

"Nvidia wins on merit, as reflected in our benchmark results and value to customers, who can choose…

Matthew Fox   


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Super Micro Computer plunges 27% as it delays key filing a day after scathing short-seller report

The sharp decline knocked nearly $150 off Super Micro Computer's stock price to the $400 level, rep…

Matthew Fox   


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5 mins read

Intel is having a meme-stock moment. 4 retail investors explain why they're betting on the chipmaker.

Members of Reddit's WallStreetBets are exchanging Intel memes and say they've taken stakes in the c…

Theron Mohamed   


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1 min read

Jensen Huang just got $12 billion richer in a single day as Nvidia stock soared

Nvidia stock soared 13% on Wednesday, with the company adding a record $326 billion to its market v…

Matthew Fox   


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Why chip stocks are on an absolute tear today

The semiconductor sector got a huge lift from blockbuster AMD earnings, as well as Morgan Stanley c…

Kelly Cloonan   


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Stock market today: Nasdaq surges nearly 3% amid chip rally, dovish Fed comments

US stocks surged on Wednesday, with the Dow popping 300 points as Powell acknowledged the Fed's pro…

Jennifer Sor