semiconductors

13
Aug

Stock Market News — August 13, 2026 — Evening Update — Last 12 Hours (Pacific Time)

Wall Street hit record highs as softer inflation data crushed rate-hike bets and boosted tech stocks. Silver Lake's $25B bid for Workday and Databricks' $5B funding round at $190B valuation highlight explosive momentum in enterprise software and AI infrastructure, with OpenAI's revenue run rate now
6 min read
06
Aug

Stock Market News — August 06, 2026 — Morning Update — Last 12 Hours (Pacific Time)

Tech earnings delivered a harsh reality check overnight: AppLovin crashed 19% on its first guidance miss, HubSpot plunged 24% on weak demand, and memory chip stocks (WDC down 13%, SNDK down 9%) tumbled despite strong results, signaling valuation gravity is winning. Meanwhile, Alphabet's $25B bond of
7 min read
24
Jul

Intel ($INTC) Crushed Earnings, Then Dropped 7.6% — What's Happening With the Most Volatile Mega-Cap in the Market?

Intel just posted its best revenue growth in 15 years, obliterated estimates, and the stock... fell nearly 8% today. Classic
3 min read
23
Jul

Stock Market News — July 23, 2026 — Morning Update — Last 3 Hours (Pacific Time)

Wall Street tumbles as Alphabet's first-ever free cash flow burn and Tesla's 33% EPS miss spark AI spending fears, sending the Nasdaq down 2.5%. Oil surging past $91 on geopolitical tensions compounds the selloff, though earnings winners like Blackstone and Thermo Fisher provide pockets of resilienc
7 min read
22
Jul

Stock Market News — July 22, 2026 — Evening Update — Last 12 Hours (Pacific Time)

Alphabet's blowout Q2 results and raised AI capex forecast sparked a bullish rally across semiconductors and enterprise software, with AMD securing a landmark Anthropic deal and ServiceNow raising guidance again. Tesla's cash burn and IBM's revenue cut tempered gains, signaling a divergence between
7 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
08
Jul

Stock Market News — July 08, 2026 — Evening Update — Last 12 Hours (Pacific Time)

Markets closed mixed Wednesday as Trump declared the U.S.-Iran deal "over," triggering military strikes and a broad selloff that hit European stocks hardest. Tech provided some cushion with Nvidia rallying 3.8% and SK Hynix's $28B ADR drawing massive institutional demand, but geopolitical uncertaint
6 min read
06
Jul

Stock Market News — July 06, 2026 — Evening Update — Last 12 Hours (Pacific Time)

Wall Street's record Dow and 1% Nasdaq gain Monday were fueled by chip stocks rebounding on the Broadcom-Apple deal extension and SK Hynix's $28B US listing, but optimism fizzled after-hours as Samsung's stunning 19-fold profit jump paradoxically spooked investors worried AI valuations have peaked.
8 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
22
Jun

Stock Market News — June 22, 2026 — Evening Update — Last 12 Hours (Pacific Time)

South Korea's KOSPI tumbled over 5% as investors locked in gains from the AI chip rally, with SK Hynix sliding 7.5%, while Primoris Services cratered 30% on a slashed outlook. Quantum stocks surged after Trump signed executive orders boosting development, lifting IBM 3.75% on White House praise.
8 min read