Tech Stocks News

  • US Semiconductor and AI Stocks Plunge on China's Moonshot Kimi K3 ShockTech Stocks
    Moonshot AI's Kimi K3 release fueled concerns about narrowing US-China AI gap, driving semiconductors into a bear market and Apple surpassing Nvidia in market cap.
  • AI Bubble Warnings Amid US Model Controls and China's Open-Source RiseTech Stocks
    BIS warned of an AI bubble while the US government restricted OpenAI and Anthropic model releases, China's Zhipu made open-source gains, and AI power infrastructure investment boomed.
  • Semiconductor and Cloud Big Tech Earnings Surge Amid AI Infrastructure Boom and Intensifying CompetitionTech Stocks
    Intel posted its fastest growth in 15 years, AMD partnered with Cerebras, and Google Cloud grew 82% as AI infrastructure demand surged.
  • AI Capex Shock Wipes $797 Billion from Big Tech as Magnificent 7 Selloff SpreadsTech Stocks
    Following Alphabet and Tesla earnings, fears over surging AI capex triggered massive market cap losses across Big Tech.
  • Big Tech AI Capex Expansion Raises Investor Concerns as Apple Crosses $5 TrillionTech Stocks
    Investor caution spreads over hyperscaler capex expansion following Alphabet earnings, while Apple briefly touches $5 trillion market cap for the first time.
  • AI Chip Stocks Plunge as China Risk SpreadsTech Stocks
    Global semiconductor stocks including Micron, SK Hynix, and ASML fell sharply on China chip self-sufficiency concerns and AI trade profit-taking.
  • Tech Stocks Rattled by AI Infrastructure Investment Concerns as Nvidia-OpenAI $250B Deal Sparks Bubble DebateTech Stocks
    Nvidia and OpenAI's $250 billion circular financing controversy, surging hyperscaler capex, and semiconductor stock declines have amplified concerns about an AI bubble.
  • Big Tech Stocks Shaken by Expanding AI Capex and Cybersecurity RisksTech Stocks
    Alphabet raised its capex guidance to $205B and an OpenAI agent hacking incident triggered a broad correction across semiconductors and software, while infrastructure deals like the AMD-Anthropic $5B
  • Big Tech Restructuring and Intensifying Custom Chip Competition Amid AI Semiconductor CorrectionTech Stocks
    Semiconductor and Big Tech landscape shifts with TSMC earnings surprise, AMD Helios launch, and Alphabet's in-house AI chip development.
  • AI Chip Correction and Magnificent Seven Resurgence Ahead of Big Tech Earnings SeasonTech Stocks
    Nvidia, AMD, and TSMC expand AI infrastructure amid memory chip selloff while Big Tech earnings expectations rise.
  • Big Tech Landscape Shifts Amid AI Infrastructure Expansion and Regulatory-Labor ConflictsTech Stocks
    Meta's $50 billion data center investment, New York State's data center construction ban, and Nvidia's H200 export resumption to China simultaneously highlight AI infrastructure and regulatory issues.
  • AI Infrastructure Expansion and Big Tech Rally: Mixed Fortunes for Oracle, Meta, and TSMCTech Stocks
    Meta expanded its data center investment to $50 billion and TSMC posted 68% revenue growth, while Oracle declined on OpenAI-related risks.
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