Tech Stocks
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Jensen Huang Defends Nvidia’s Massive AI Financing Strategy Amid ‘Circular’ Revenue Concerns
Nvidia CEO Jensen Huang argues that company-backed AI investments are essential for capital-intensive startups, dismissing risks of circular financing.
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Ray Dalio Warns of AI Market Bubble, Citing Speculative Issuance and Valuation Risks
Ray Dalio warns the AI market mirrors 1929 and 2000 bubbles, driven by unsustainable stock issuance and a fundamental confusion between paper wealth and liquidity.
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Market Volatility and the AI Bubble Debate: Examining the Tech Pullback
Global markets face uncertainty as a South Korean stock crash and cooling US tech shares fuel fears over the sustainability of massive AI infrastructure investment.
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SanDisk Stock Faces Volatility as Memory Sector Struggles Despite Long-Term Chip Shortage
SanDisk shares remain pressured as memory sector volatility persists, despite Samsung’s warning that global chip shortages will likely extend through 2028.
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Shopify Shares Climb as Investors Pivot to Enterprise Software
Shopify shares rose 2.8% amid a broader software sector rally, as investors reallocated capital from chipmakers ahead of the company’s August 5 earnings report.
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Amazon Stock Declines Amid Strategic AI Unit Job Cuts
Amazon shares slipped as the company reduced staff in its AGI unit, even as it plans to boost total AI infrastructure spending to $200 billion this year.
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AI Sector Volatility: Global Margin Calls and Bond Market Saturation Signal Shift in Tech Trade
A massive margin call in South Korea and cooling bond demand for hyperscalers have triggered a global AI stock correction, testing investor resolve.
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KOSPI Plunges 8% as Tech Sell-Off Triggers Market Circuit Breaker
South Korea’s KOSPI index suffered an 8% drop on Tuesday, triggering a market-wide circuit breaker as investors offloaded tech heavyweights despite record profits.
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Palantir CEO Alex Karp Challenges AI Pricing Models as Stock Climbs
Palantir CEO Alex Karp has criticized token-based AI pricing, pushing for data sovereignty as the company’s stock surges following an NVIDIA partnership.
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Nasdaq Drops 1.4% as Weak Jobs Data and Chip Sector Sell-Off Weigh on Sentiment
The Nasdaq Composite fell 1.4% on July 2 as a disappointing jobs report and a global semiconductor sell-off complicated the interest rate outlook.
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Nebius and CoreWeave Face Volatility as Hyperscaler Competition Looms
AI cloud providers Nebius and CoreWeave face market volatility as Meta’s cloud ambitions threaten their role as primary infrastructure suppliers.
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Meta to Enter Cloud Market by Selling Excess AI Compute Power
Meta is reportedly launching a cloud business to sell excess AI computing power, aiming to diversify revenue and challenge industry giants like AWS and Azure.
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Dell Technologies Shares Surge 240% YTD Amid Explosive AI Server Demand
Dell Technologies has recorded a 240% year-to-date stock rally, fueled by a record $24.4 billion in AI server orders and strong Q1 FY27 financial results.
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Global Tech Sell-off Intensifies Amid AI Valuation Concerns
Global markets tumbled Tuesday as investors soured on high-valuation AI and chip stocks, with the Nasdaq 100 plunging over 3% amid broader economic and geopolitical anxieties.
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S&P 500 and Nasdaq Slide as Tech Sector Faces Renewed Selling Pressure
Major US indices fell sharply on Tuesday as a global sell-off in technology and semiconductor stocks intensified, fueled by concerns over AI infrastructure spending and economic data.