artificial-intelligence

24
Jul

Stock Market News — July 24, 2026 — Friday Evening — Last 12 Hours (Pacific Time)

Nvidia and SK Group's $500B+ AI data center deal boosted sentiment, but tech stocks sold off on AI spending concerns ahead of earnings, while Tesla plunged 16% and trade tensions escalated between the US and EU. The Nasdaq closed lower despite the bullish AI infrastructure news, reflecting investor
6 min read
21
Jul

Stock Market News — July 21, 2026 — Evening Update — Last 12 Hours (Pacific Time)

Tech stocks rallied Tuesday as Super Micro Computer surged 20% on a $60B backlog and strong margins, lifting the AI hardware complex. TSMC's plan to raise chipmaking prices up to 10% in 2027 and Trump's 100% tariff on generic drug imports from 2028 add cost pressures, but accelerating AI infrastruct
7 min read
16
Jul

Stock Market News — July 16, 2026 — Evening Update — Last 12 Hours (Pacific Time)

Tech and semiconductor stocks plummeted Thursday as AI spending concerns intensified, with Alphabet losing $200B in market cap over Google's Gemini delays and Netflix disappointing with weak Q3 guidance. The selloff spread globally—Nikkei fell 5%+ to June lows—while SpaceX's failed Starship test and
7 min read
14
Jul

Stock Market News — July 14, 2026 — Morning Update — Last 12 Hours (Pacific Time)

Cooler-than-expected June CPI data lifted Wall Street, but IBM's shock earnings warning triggered a sector-wide rout in enterprise software stocks as AI budgets cannibalize legacy IT spending. Big bank earnings from JPMorgan, Wells Fargo, and Bank of America beat expectations but failed to excite in
8 min read
10
Jul

Stock Market News — July 10, 2026 — Friday Evening — Last 12 Hours (Pacific Time)

Wall Street closed higher Friday as the S&P 500 approached record highs, buoyed by SK Hynix's historic 13% Nasdaq debut—the largest foreign IPO ever—which reignited AI chip enthusiasm and lifted NVIDIA 3.5%. Meanwhile, geopolitical tensions pushed oil prices higher, Apple sued OpenAI over trade secr
6 min read
01
Jul

Stock Market News — July 01, 2026 — Evening Update — Last 12 Hours (Pacific Time)

Semiconductor stocks plunged 6% as OpenAI's efficiency gains and Meta's cloud infrastructure plans threatened chip demand, though Meta surged 9% on its monetization strategy. Strong IPO debuts from ITG and Lime, plus robust M&A activity including Kroger's $1.65B Giant Eagle acquisition, signaled res
8 min read
25
Jun

Stock Market News — June 25, 2026 — Evening Update — Last 12 Hours (Pacific Time)

Apple's price hikes triggered an 8% KOSPI plunge in South Korea, while a reported OpenAI IPO delay to 2027 hammered SoftBank 13% and extended Nasdaq losses. However, Micron's stellar earnings and Samsung's $648B decade-long AI investment plan signal underlying strength in semiconductor infrastructur
8 min read
24
Jun

Stock Market News — June 24, 2026 — Evening Update — Last 12 Hours (Pacific Time)

Micron Technology's record quarter sparked a $400+ billion chip stock rally, with SK Hynix surging 9% and KOSPI briefly halting after a 5%+ spike, while Anthropic accused Alibaba of "industrial-scale" AI model scraping, adding geopolitical tension to the semiconductor-driven market surge.
7 min read
17
Jun

Stock Market News — June 17, 2026 — Morning Update — Last 12 Hours (Pacific Time)

Semiconductor stocks led a broad market rally as Intel's 18A-P process entered risk production, lifting ASML to a 52-week high and Applied Materials nearly 9%, while a reported U.S.-Iran peace deal and biotech wins offset BMW's 7% profit warning plunge ahead of today's Fed decision.
8 min read
16
Jun

Stock Market News — June 16, 2026 — Morning Update — Last 12 Hours (Pacific Time)

SpaceX surges past Microsoft and Amazon with a $3 trillion valuation and record options volume, while acquiring Cursor AI for $60 billion to boost its competitive edge. The Dow hits a record high as investors digest Iran peace deal relief, though the Nasdaq faces positioning risks amid mixed sentime
6 min read