News
Headlines tagged to companies in the stack. Each links to the original article; this site stores headlines and short summaries only.
- ICE And OKX's Tokenized Stock Venue Hits A Wall As Nvidia, Nike Join Growing List Of Objectors
OKXICE plans 24/7 trading of tokenized stocks against stablecoins, under a temporary SEC exemption.
- A Wall Street Firm Modeled Out an AI Crash: S&P 500 Down 30%, $20 Trillion Gone. But Here's What Happens Next
Tech stocks just finished their worst month since March 2025, so what could a full AI crash actually look like?
- SK hynix Just Dropped 33% in a Month. Is It Time to Sell, or Load Up?
Key TakeawaysSK hynix (SKHY) fell 33% in the month through October 22, compared with a 22% decline for Micron (MU) and a 6% drop in the Nasdaq 100. Lam Research (LRCX) added pressure to semiconductor stocks as investors questioned whether AI infrastructure spending could sustain …
- Sandisk Sinks 13% Last Friday After a Beat: Kioxia Says the Flash Price Surge Is Fading
Sandisk (SNDK:NASDAQ) shares fell 13. 47% to $1,150.
- Wall Street Braces for More Wild Days in Stocks After Tech Rout
The stock market got a long-awaited jolt of volatility late last week after disappointing earnings from technology giants added to angst around the AI-driven rally.
- Why Micron Stock Looks Cheap After a Record Year
Investors are pricing in a downturn that the latest numbers don't yet show.
- 5 Best Tech Stocks for the Next 5 Years According to Financial Media
Big Tech just had a week investors will remember. At its low on Friday, Alphabet had lost $477 billion in market value for the week, its worst week ever and the second-biggest weekly wipeout for any US-listed stock by Yahoo Finance’s calculations, Yahoo Finance reported on Octobe…
- QQQM: The Nasdaq 100 Is Having A Panic Attack And I Think This Pullback Should Be Bought
QQQM looks like a buy after its October drop, with attractive tech valuations and strong EPS growth.
- US Hedge Funds Just Sold Every AI Stock They Bought Since 2025
Hedge funds made their biggest stock pullback since 2017, and AI stocks took the hit. Is it a bubble or forced selling?
- Intel: PC Demand Destruction Meets AI Supply Headwinds-Profit Taking Continues
Intel faces prolonged PC demand weakness, server CPU share pressure, and FY2027 cash flow risks.
- AI stocks just lost $5 trillion — but history says the stock market's sweetest stretch starts now
October selloffs, like the $5 trillion AI stock wipeout that hit the market, often lead into a sweet spot for traders.
- A big sell-off collides with more Big Tech earnings and a midterm election: What to watch this week
Coming into this week, all eyes will be on potential sparks to re-light the fire under the tech sector. Fire, to be clear, in a bad way.
- Earnings Volatility Watch: 10 Stocks Are Set to Swing More Than 10% This Week
Ten stocks carry implied earnings moves above 10% next week, led by Moderna and AppLovin. Five are tech names hit in Friday's chip rout.
- Apple's AI Strategy, Chip Downturn, Musk Mocks Mac Studio and More: This Week in Appleverse
Wall Street faces AI spending concerns, smartphone weakness and tech stock volatility as Apple and major technology companies make headlines.
- FOMO Rally: Top 5 Stocks To Buy Ahead Of 2026 Midterms
AI and chip stocks are in focus as midterm election history points to a potential year-end rally. Discover 5 stocks positioned for growth.
- Micron's Chinese Rival CXMT Just Grew Its Sales More Than Sevenfold. I'd Buy Micron Stock Now.
What does a sevenfold sales leap for a Chinese rival say about the memory maker's stock?
- AI investors rush to hedge against potential tech market downturn - WSJ
Investing.com -- Investors and technology executives are increasingly seeking protection against a potential artificial intelligence market downturn as concerns mount over the sustainability of trillions of dollars in AI-related investments, The Wall Street Journal reported Satur…
- Dow Jones Futures Loom After Stock Market Sell-Off; Apple, Palantir, Midterm Elections In Focus
Techs led another stock market sell-off. It's a time to be defensive. Apple, Palantir, jobs and midterm elections loom.
- Prediction: This Will Be Intel's Stock Price by Year-End 2027
Intel just started shipping chips on its most advanced manufacturing process yet, and the billions the U.S. government, Nvidia, and SoftBank bet on it last year suggest the comeback might be real.
- Intel Erupts, And It's About Time
Intel (INTC) is down 35% since my last analysis, now trading near fair value but not yet a Buy.
- Jim Cramer Warns ‘Don’t Assume the Worst Is Behind Us’ After $1 Trillion Chip Stock Rout
Semiconductor stocks lost $1T after Intel plunged 28% on weak guidance. Cramer warned volatility may persist ahead of earnings and midterms.
- Intel (INTC) Stock Fair Value Falls After Mixed Analyst Reactions To Weak Guidance
Intel’s updated fair value estimate has been reduced from US$116.37 to US$107.21, a cut of about 7.9% that reflects a more cautious pricing anchor in current models. This shift lines up with the split analyst reaction after Q3 and Q4 guidance, where confidence in Intel’s long ter…
- Jim Cramer issues 'falling knife' warning on top chip stock after Intel's outlook
Cramer fears investors could get hurt buying too much too soon.
- 5 Most Profitable Stocks of the Past 5 Years
Profitability has become increasingly concentrated among companies controlling the infrastructure, software, and platforms supporting the digital economy, and investors are increasingly looking towards the most profitable stocks of the past five years to make sense of the ongoing…
- SK hynix's Solidigm Is Mulling a $45 Billion Chip Plant Investment. What This Means for SKHY Stock.
The subsidiary has reportedly zeroed in on Upstate New York for the proposed plant.
- Intel Sinks 27% in a Week on a Weak Outlook, Despite “Extraordinary Demand” for Its Server Chips
Key TakeawaysIntel shares fell 27% in the past week on a fourth-quarter revenue guide well short of the $17. 1 billion expected.
- INTC Q3 deep dive: strong data center growth offsets PC challenges, outlook pressured by supply constraints
Computer processor maker Intel (NASDAQ:INTC) reported Q3 2026 results topping the market’s revenue expectations, with sales up 20.9% year on year to $16.51 billion. On the other hand, next quarter’s revenue guidance of $15.5 billion was less impressive, coming in 8.9% below analy…
- Why Dell (DELL) shares are getting obliterated today
Shares of computer hardware and IT solutions company Dell (NYSE:DELL) fell 9.5% in the morning session after Intel warned of a prolonged slump in personal computer demand and forecast steep declines in global shipments.
- Micron, SanDisk, and Western Digital Remain in Bear Territory, But Key Catalysts Remain Intact
Top memory stocks like Micron, SanDisk, and Western Digital stocks have slumped into a bear market as key catalysts remain intact.
- Elon Musk Has Incredible News for Micron Stock Investors
Musk's comments suggest that the incredible demand for memory chips is sustainable over the long run.