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Tech stocks
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Micron Tech Market Cap Surpasses Meta's for the First Time
Svmuu News: According to 8marketcap, Micron. (MU.O) extended its gains to over 19.0% in early trading, with the company’s market capitalization surpassing that of Meta Platforms (META.O) for the first
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Analysis: A rebound in tech stocks has boosted risk sentiment, and the Bitcoin has rebounded slightly after hitting a recent low.
Svmuu News: Following Micron’s release of optimistic financial results and Qualcomm’s positive earnings outlook, sentiment in the tech sector has clearly improved, driving a rebound in market risk app
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Analyst: Micron's Earnings Boost Overall Market Sentiment in the Tech Sector
Svmuu News: Chris Strazzeri, Financial Trading Manager at Moomoo’s Australia and New Zealand branches, stated that the targeted sell-off indicates investors are exercising strict valuation discipline
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Micron Tech Stocks Listed on the Frankfurt Stock Exchange Rise 18%
Svmuu News Micron Shares of the technology company listed on the Frankfurt Stock Exchange rose 18% after the company’s earnings outlook exceeded market expectations.
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Charles Schwab: Retail Investors Are Currently More Focused on Trading Tech Stock ETFs Than Individual Stocks
Svmuu News: On Monday, investors rushed to sell shares of “Magnificent Seven,” and SpaceX also plummeted 16%, closing lower for the third consecutive trading day. “Any sector related to artificial int
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U.S. stock futures plummeted, with big tech stocks once again leading the decline
Svmuu News: U.S. stock futures fell on Tuesday as a sell-off in large-cap tech stocks spilled over into Asian AI-related stocks, while investors awaited further developments in U.S.-Iran negotiations.
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Stock markets in Japan and South Korea saw a collective pullback, with South Korean stocks falling nearly 10%
Svmuu News: A sell-off in tech stocks dealt a heavy blow to the market, causing Japanese and South Korean stock markets to accelerate their decline in the afternoon. The Nikkei 225 index closed down 2
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Analysis: The semiconductor sector's share of the S&P 500's total market capitalization has risen to a record high of 18.8%
Svmuu News: The Kobeissi Letter published a data analysis on X, noting that the semiconductor sector’s weighting in the U.S. stock market continues to rise, currently accounting for approximately 18.8
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U.S. stocks recorded a record weekly inflow of $119.2 billion
Svmuu News: U.S. Bank strategists said that U.S. stock markets attracted record capital inflows last week, with investors flocking to the technology sector. In a report citing data from EPFR Global, t
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Oak Capital Co-Founder: Those Who Sit on the Sidelines Out of Fear of Risk May Miss Out on the Greatest Investment Opportunity in History
Svmuu News: Legendary investor Howard Marks said in a podcast that the current market is in a boom, but it is impossible to determine whether it is irrational. Taking SpaceX’s upcoming IPO at a valuat
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"The White-Haired Stock Guru" Serenity: Three Major Tech Themes Gain Momentum; Photonics and Storage May Become the Next Key Focus
Svmuu News: "The White-Haired Stock Guru" Serenity posted on X, stating that the three major investment themes he proposed earlier—Neoclouds, Photonics, and Memory—are gradually materializing in the m
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Japanese and South Korean stock indices closed lower, with South Korea's KOSPI index falling more than 4%
Svmuu News: The Korea KOSPI Index closed down 366.11 points, or 4.52%, at 7,730.82 on Wednesday, June 10. Japan's Nikkei 225 index fell 1.89%, dragged down by technology and electronics stocks.
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Opinion: SpaceX, Anthropic, and OpenAI Valuations Overheated; Market Has Already Priced in Future Growth Prematurely
Svmuunotes that Stephen Davies, founder and CEO of Javelin Wealth Management, stated that the current market’s investment enthusiasm for SpaceX, Anthropic, and OpenAI has significantly outpaced their
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Goldman Sachs Equity Strategist: South Korean Stock Market to Rebound After 'Frightening' Correction
Goldman Sachs’ chief Asia-Pacific equity strategist Timothy Moe stated that the South Korean stock market is expected to rebound after a circuit-breaker-triggering sell-off. In the long run, this will
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Goldman Sachs: Recent Decline in US Tech Stocks Is a Healthy Correction
Svmuu reports that Christian Mueller-Glissman, head of asset allocation research at Goldman Sachs, stated that the recent sell-off in the technology sector is a healthy signal following an increase in
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SK Hynix stock continues its decline, dropping nearly 8%; Samsung Electronics falls 4.8%
Svmuu reports that according to Gate data, SK Hynix stock continues its decline, dropping nearly 8%; Samsung Electronics fell 4.8%.
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Marvell Technology (MRVL.O) surges 20%, hitting an all-time high
Svmuu reported that according to MSX.COM data, Marvell Technology (MRVL.O) surged 20%, hitting a record high, after Jensen Huang stated that the company would become the next trillion-dollar company.
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Jensen Huang: Marvell is poised to become the next company with a market capitalization of $1 trillion
According to market sources, Nvidia CEO Jensen Huang stated during Marvell CEO's keynote speech at the Computex conference in Taiwan, China, that Marvell is expected to become "the next trillion-dolla
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JPMorgan traders warn on speculative tech stocks: Sell now while you can
Svmuu reported that many on Wall Street are warning investors holding speculative tech stocks: Sell now while you can. Goldman Sachs' basket of unprofitable tech stocks rose 27% in May, outperforming
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U.S. retail investors have outperformed institutional investors for two consecutive months, with a record 16-percentage-point excess return in May.
Svmuu News: The Kobeissi Letter posted on X platform, stating that in May, a stock portfolio favored by retail investors outperformed a portfolio favored by mutual funds by 16 percentage points—the la
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South Korea's KOSPI index plunged 3.48% on Friday to 5730.74 points, driven by a sell-off in technology stocks and concerns about the sustainability of AI investments.
South Korea's KOSPI index plunged 3.48% on Friday to 5730.74 points, driven by a sell-off in technology stocks and concerns about the sustainability of AI investments. The index briefly fell to 5599.4
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London Metal Exchange copper prices fell as a sell-off in technology stocks and rising oil prices hurt risk appetite.
London Metal Exchange copper prices fell as a sell-off in technology stocks and rising oil prices hurt risk appetite.
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Asian tech stocks fell, as concerns over the return on investment in AI drove a rise in safe-haven demand.
According to RTHK, Asian tech stocks weakened on Friday, while the Japanese Yen strengthened and bonds rallied, poised for their biggest monthly gain in nearly three years. Investors are increasingly
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Concerns over AI funding for large tech companies intensify, putting pressure on Asian chip stocks to decline.
A disappointing earnings season, crucial for the fate of AI trading, has intensified market concerns about surging costs and the durability of demand, leading to a decline in global chipmaker stocks,
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Google parent company Alphabet's market cap evaporated by $500 billion, setting a new record for the largest single-day market cap loss in history.
Google parent company Alphabet saw its market capitalization evaporate by $500 billion, marking a new historical high for single-day market cap loss. Market dissatisfaction with its quarterly results
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China's tech crash erased $480 billion, while Bitcoin rose 27% over the same July 9-Oct. 26 period
CryptoSlate analysis highlights the sharp divergence between China's STAR50 tech index, which fell nearly 40% (erasing an estimated $480 billion in market value) from July 9 to Oct. 26, and Bitcoin's
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Google and Samsung's earnings fell short of expectations, sparking concerns about AI profitability and leading to a widespread decline in global AI and tech stocks.
Google and Samsung's earnings fell short of expectations, sparking concerns about AI profitability and leading to a widespread decline in global AI and tech stocks.
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Hong Kong's Hang Seng Index closed down 0.6% on Thursday, as mainland Chinese tech stocks experienced a deep sell-off, with the ChiNext Index falling 4.45%.
Hong Kong's Hang Seng Index closed down 0.6% on Thursday at 22,958 points, with the Tech Index falling 2.8%. Mainland Chinese equities also saw broad declines, with the ChiNext Index plunging 4.45% to
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Bitcoin drops below $80,000, impacted by tech stock jitters sparked by Samsung and a hawkish Federal Reserve, leading to $356 million in crypto futures liquidations.
Bitcoin drops below $80,000, impacted by tech stock jitters sparked by Samsung and a hawkish Federal Reserve, leading to $356 million in crypto futures liquidations.
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Tech stocks extended gains, and U.S. government bond yields rose, as investors awaited the Federal Reserve's decision and earnings reports from major tech companies.
Tech stocks extended gains, and U.S. government bond yields rose, as investors awaited the Federal Reserve's decision and earnings reports from major tech companies.
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CNBC commentator Mike Santoli stated that AI trading is approaching a "now or never" rebound moment
CNBC commentator Mike Santoli stated that AI trading is approaching a "now or never" rebound moment. He noted that AI-related stocks have experienced significant volatility in recent months, with a gr
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Nohshad Shah, Head of Fixed Income Sales for EMEA at Citadel Securities
Nohshad Shah, Head of Fixed Income Sales for EMEA at Citadel Securities, noted in a research report that the market's massive investment in AI trading leaves little room for error if these substantial
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hedge funds sold off tech stocks at the fastest pace in two years last Thursday
Tony Pasquariello of Goldman Sachs Group stated that as Wall Street experienced its largest sell-off since July, hedge funds sold off tech stocks at the fastest pace in two years last Thursday, severe
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The North American Technology Software Index ETF once rose by approximately 1.2%, refreshing its daily high to $111.88, nearing its intraday peak of $113.70 on October 12.
The North American Technology Software Index ETF once rose by approximately 1.2%, refreshing its daily high to $111.88, nearing its intraday peak of $113.70 on October 12.
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CalPERS, which manages over $600 billion in assets
The California Public Employees' Retirement System (CalPERS) is reducing its holdings in major U.S. technology companies amid growing concerns about overvalued tech stocks and the sustainability of th
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Bloomberg reports that Wall Street strategists are warning that a decline in the share price of AI cloud provider CoreWeave could spread to other tech sectors and potentially drag the US stock market down to its June lows.
Bloomberg reports that Wall Street strategists are warning that a decline in the share price of AI cloud provider CoreWeave could spread to other tech sectors and potentially drag the US stock market
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AI concerns once again loom over CoreWeave and other tech stocks.
AI concerns once again loom over CoreWeave and other tech stocks.
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Wu Blockchain noted that despite soaring cloud revenue (Azure up 43%, Google Cloud up 82%, AWS up 37%), AI infrastructure costs are high
Wu Blockchain noted that despite soaring cloud revenue (Azure up 43%, Google Cloud up 82%, AWS up 37%), AI infrastructure costs are high. With the Federal Reserve, the European Central Bank, and the B
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Deutsche Bank noted that the correction in U.S. tech stocks may not be over yet
Deutsche Bank noted that the correction in U.S. tech stocks may not be over yet, with their performance relative to the rest of the S&P 500 still having about 5 percentage points of downside to reach
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Goldman Sachs suggests "selectively" buying the dip in AI assets after record hedge fund selling
Goldman Sachs suggests "selectively" buying the dip in AI assets after record hedge fund selling, but remains cautious on rebound prospects due to ballooning capital expenditures and uncertain returns
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Goldman Sachs Executive: Tech Stocks Saw "Largest Sell-Off Ever" Last Week, AI Industry May Face 40-50 GW Power Shortage Next Year
Rich Privorotsky, Goldman Sachs' Head of European Fixed Income and Equities Trading, revealed in an October 22 interview that last week saw "the largest ever tech stock sell-off" on Goldman's prime br
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Wallstreetcn analysis: U.S. tech stocks plunged on Thursday, with the Nasdaq Composite falling 2.6%, and the 10-year U.S. Treasury yield seeing its largest single-day drop since March 2023.
Wallstreetcn.com analysis indicates a clear divergence in the US stock market on Thursday (October 22), with technology stocks experiencing a significant downturn. The Nasdaq Composite Index fell by 2
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US 10-year Treasury yield drops below 5% this week on AI worries, rises slightly to 4.997% on Friday
The benchmark 10-year US Treasury yield fell below 5% on Thursday for the first time in a month, as investors sought safety amid concerns over the massive debt taken on by technology companies to fina
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Bitcoin consolidates above $81,000, AI-related tech stock sell-off slows, Brent crude hits highest since early May.
Bitcoin traded in a range of less than $1,000 early Friday, near $81,500, after falling to $81,000 on Thursday, ending a volatile week that saw swings of $3,000. Nasdaq 100 futures were little changed
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How Deep Is ASML's Moat: Valuing Semiconductor Equipment Based on 38.8 Billion Euros in Backlogged Orders
ASML, as the world's sole supplier of extreme ultraviolet (EUV) lithography machines, holds an unshakeable monopoly in advanced chip manufacturing. As of March 2026, its backlog of orders has reached 38.8 billion euros, providing a solid foundation for revenue in the coming years. Although its valuation is considered high by the market, analysts generally believe that ASML's deep technological barriers, massive R&D investment, and close collaboration with customers collectively form an insurmountable competitive advantage, making it a key investment target for long-term growth in the semiconductor industry. This article will delve into ASML's unique position, financial performance, and the underlying logic behind its valuation.
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Ethereum vs. Tech Giant Stocks like Google: Investment Nature, Returns, and Risk Comparison
Ethereum (ETH), as a decentralized network and digital economic infrastructure, differs significantly from traditional tech giant stocks like Google (Alphabet) in terms of investment nature, return potential, and risk characteristics. This article will delve into a comparison of their core value drivers, historical market performance, volatility, and market perception, aiming to help investors understand these two distinct asset classes and make informed decisions based on their risk appetite.
Tech stocks
24H Trending
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The 10-year U.S. Treasury yield is down approximately 8 basis points from its previous close, currently at 4.96%.
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Report: Hedge Funds Exit Bitcoin ETF Arbitrage Trades, Sovereign Wealth Funds and Retail Investors Step In
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New ECB staff estimates show bond yield rise cutting 2027-28 growth by a cumulative 100 BPS and inflation by 90 BPS vs Sept baseline.
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Israel continues its attacks on Gaza, with the Gaza Ministry of Health stating that dozens have died while awaiting permission to leave, renewing calls to open the Rafah crossing.
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ZachXBT: Axis Robotics insiders dumped approximately 42 million AXIS tokens, causing a 40% crash; project team attributes it to OTC counterparty default.
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Iranian President Pezeshkian stated that Iran is ready to expand cooperation with Turkey to serve common interests and enhance regional security.
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Event prediction platform Kalshi completes $1 billion funding round, reaching a valuation of $40 billion, with non-sports revenue run rate exceeding $1 billion.
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DBS Hong Kong to launch DBS Vantage Card, Hong Kong's first Visa Infinite Privilege Card
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Unlimit founder backs Phase blockchain with $45M as mainnet launches
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onXRP Team to Launch New Trading Method on XRP Ledger Next Week
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