Tech stocks
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Analysis: Rumors of a delay in OpenAI’s IPO have dampened market sentiment, causing U.S. stock futures to fall, with tech and chip stocks leading the decline.
Svmuu News: U.S. stock futures fell across the board on Friday, with the tech sector leading the decline as concerns intensified over rising AI infrastructure costs and a slowdown in funding. Nasdaqs
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Hong Kong stocks closed lower across the board, with tech stocks broadly declining; Zhipu (02513.HK) fell about 13%.
Svmuu News: At the close of trading in Hong Kong, the Hang Seng Indexl closed down 1.76%, and the Tech Index closed down 3.41%.Tech stocks fell across the board, with Zhipu (02513.HK) down about 13%,
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OpenAI May Wait Until Next Year to Go Public
Svmuu News: According to The New York Times, citing three people familiar with internal discussions at OpenAI, the company is leaning toward postponing its IPO until next year. According to the source
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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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CNBC: We are protecting big profits in tech and buying more non-tech in this oversold market
CNBC stated that it is protecting big profits in tech stocks and buying more non-tech stocks in the current oversold market, with three trades planned for Tuesday.
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Hong Kong stocks rose on Tuesday, with the Hang Seng Index opening 0.51% higher, as tech stocks led gains across Asian markets.
Hong Kong's benchmark Hang Seng Index opened 128 points higher on Tuesday, up 0.51% at 25,170 points; the Hang Seng Tech Index rose 1% to 4,467 points. Technology stocks boosted Asian markets, primari
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Asian stocks are poised to rise, buoyed by optimism in tech shares; oil prices fall on hopes of diplomatic progress in the Iran conflict.
Asian stocks are poised to rise, buoyed by gains in Wall Street tech shares and hopes for diplomatic progress in the Iran conflict, which led to a drop in oil prices.
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WuBlockchain Weekly Outlook: Washington will be the focus for tech stocks this week, with US-China talks potentially resetting risk premiums for semiconductor, data center, and critical mineral supply chains.
PMI, oil inventories, jobless claims, Costco earnings, and consumer confidence data will reveal the impact of high oil prices and high interest rates on businesses and households. Policy risks are evo
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Bitcoin Surges Above $80,000 on September 18, Driven by Tech Rebound and ETF Inflows
Bitcoin's price surged above $80,000 on September 18, reaching $80,856 and gaining 5.60% over 24 hours. This rally was attributed to a broader technology-led relief rally, yen weakness, and a return t
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Analysts believe that a sideways market and earnings growth are creating opportunities for tech stocks not seen since the launch of ChatGPT.
The reset in tech stocks has made them more attractive relative to the broader market. This week, the stock market digested surging oil prices, discussions about a slowdown in the AI race, and the Fed
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The S&P 500 and Nasdaq Composite posted their biggest gains in six weeks, driven by a rebound in tech stocks as investors shifted their focus from inflation and interest rates back to technology.
The Nasdaq Composite rose 1.7%, the S&P 500 gained 1.1%, and the Dow Jones Industrial Average added 0.6%. Oil prices fell for a second consecutive day, easing pressure on the bond market, with the 10-
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Altimeter Capital CEO Gerstner: Key conditions for AI trading are narrowing; frontier labs need to increase annualized revenue from $100 billion to $180 billion to be self-sustaining; warns of high leverage risks.
Altimeter Capital founder and CEO Brad Gerstner stated at the All-In Podcast annual summit that the current rally in tech stocks is driven by corporate earnings rather than a valuation bubble, but the
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Berkshire Hathaway CEO Greg Abel makes Alphabet a top-five holding, with tech stocks now accounting for about 31% of the portfolio.
Since Greg Abel took over from Warren Buffett as CEO at the beginning of the year, Berkshire Hathaway's public stock portfolio has seen a notable shift. Alphabet now ranks as a top-five position, and
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Hong Kong and mainland stocks rise, led by tech shares, snapping four-day losing streaks ahead of Fed decision
Hong Kong's Hang Seng Index rose 0.2% to 24,713, with the tech index up 0.8%. Mainland China's Shanghai Composite Index gained 0.71% to 3,891, and the ChiNext Composite index surged 1.96% to 3,311, dr
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Seoul stocks snap 4-day losing streak, KOSPI up 1.37% on chip bargain hunting
Seoul stocks snapped their four-day losing streak to close sharply higher as investors went bargain hunting for major tech shares and semiconductors. The benchmark Korea Composite Stock Price Index cl
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Truist analyst Sam Grelck believes tech stocks are trading at their cheapest levels since ChatGPT's launch, suggesting the market may be overreacting to AI slowdown fears.
In a Tuesday note, Grelck stated that while calls from industry leaders like Anthropic CEO Dario Amodei, OpenAI's Sam Altman, and Elon Musk to slow AI development inject uncertainty, demand for chips,
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Wallstreetcn Analysis: Hedge funds have recently rebuilt long positions in tech, but the Nasdaq 100 has already fallen below key technical support in pre-market trading.
Wallstreetcn analysis indicates that the Nasdaq 100 Index (NDX) is approaching the lower bound of its multi-month trading range, with pre-market trading already showing further signs of weakness as ND
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Yahoo Finance Analysis: Intel Stock Soars 318% in the Past Year, Analysts See Potential to Reach $150 by 2027, Becoming a Decade's Tech Stock Comeback Story
Yahoo Finance analysis indicates that Intel's stock price has surged by 318.29% over the past year to $102.94. Its second-quarter revenue reached $16.128 billion, with Data Center and AI revenue incre
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The Motley Fool Analysis: Netflix Stock Valuation at Multi-Year Low After 17% Decline This Year, Analysts' Target Price $93.50, Recommend Watching
The Motley Fool's analysis indicates that streaming giant Netflix's stock has fallen 17% year-to-date and 35% over the past 12 months. Its current price-to-earnings ratio is 24x, significantly lower t
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Bitcoin rises above $77,000, bucking tech selloff driven by AI safety concerns and rising oil prices
Bitcoin rises above $77,000, bucking tech selloff driven by AI safety concerns and rising oil prices
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Goldman Sachs Data: Hedge Funds Buy US Tech Stocks at 15-Month High
According to Goldman Sachs prime brokerage data, hedge funds have net bought U.S. TMT stocks at the fastest pace in the past two weeks since June 2025, ranking in the 97th percentile of historical dat
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Barclays raises Oracle price target to $252 from $250, maintains 'Overweight' rating
Barclays raised its price target for Oracle to $252 from $250, maintaining an 'Overweight' rating on the tech stock, which is currently trading around $154. The adjustment follows Oracle's fiscal firs
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Analysis: Most new listings lose money in the first year, with an average loss of 27% one year after IPO for the 10 biggest offerings since 2000
A Yahoo Finance analysis highlights that between 2011 and 2020, typical technology company shares were down an average of 14% six months after their IPO. Separately, Burney Wealth Management's analysi
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Yahoo Finance Analysis: Despite Qualcomm's Transformation, Advanced Micro Devices (AMD) Remains the Better Tech Stock Buy for 2026
Yahoo Finance analysis suggests that despite Qualcomm's transformation in automotive and on-device AI, Advanced Micro Devices (AMD) is a better tech stock buy in 2026, given AMD's strong momentum in d
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Seaport Research strategist Palfrey believes investors have underestimated the strong performance of Q2 earnings, with S&P 500 EPS growing by 55%.
Patrick Palfrey, Head of Portfolio Strategy at Seaport Research Partners, noted that S&P 500 earnings per share (EPS) grew by 55% in the second quarter, or 35% when excluding unrealized gains. He beli
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MarketWatch analysis suggests a stronger Japanese yen and anticipated Bank of Japan rate hike could trigger a selloff in high-valuation U.S. tech stocks
MarketWatch analysis suggests a stronger Japanese yen and anticipated Bank of Japan rate hike could trigger a selloff in high-valuation U.S. tech stocks, driven by a rapid unwind of the Japanese yen '
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Bloomberg strategist Simon White analyzed that the core premise of "insatiable demand for hashrate" for trillions of dollars in AI investments is facing challenges, and valuation logic may need to be re-evaluated.
White points out that the current AI investment logic is built upon three assumptions: continuous growth in token usage, the continued validity of the Scaling Law, and the constant expansion of the "t
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The Motley Fool Analyst: Will Completely Avoid Anthropic's Potential Record-Breaking IPO Valued at $2 Trillion
Sean Williams, an analyst at The Motley Fool, stated that despite Anthropic's potential IPO valuation of up to $2 trillion and an expected listing in late September or early October, he would complete
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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.
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