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Market Selloff

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Buying Opportunity Emerges as AI Stocks Retreat, Barron’s Highlights 22 Names
markets29 days ago

Buying Opportunity Emerges as AI Stocks Retreat, Barron’s Highlights 22 Names

Amid a downturn in AI-related stocks, Mizuho Securities analyst Jordan Klein says it’s a buying opportunity and recommends adding exposure to more than 20 AI-linked names, including Nvidia, Microsoft and Alphabet, arguing that many have solid fundamentals despite volatility. The Barron’s piece also notes Sandisk’s resilience amid a memory-chip shortage and mentions potential catalysts (e.g., Iran cease-fire) that could help reverse the dip in tech shares.

via Barron's|
#ai#barrons#market-selloff
Chip rout deepens as AI race heats up with Moonshot's Kimi K3
business1 month ago

Chip rout deepens as AI race heats up with Moonshot's Kimi K3

Semiconductor stocks fell as investors adopted a risk-off stance, with MU, SNDK, and WDC among the losers and Nvidia, AMD, Broadcom, Intel, and Marvell also slipping; Applied Materials and Lam Research declined more than 4% as the sector’s value shrank by about $3.3 trillion since June 22. The move comes as AI infrastructure costs rise and hyperscalers’ capex remains a key driver, while Moonshot unveiled Kimi K3—the world’s largest publicly available AI model—at WAIC in Shanghai, highlighting China’s rising open AI push. Alphabet’s Gemini 3.5 Pro reportedly remains behind schedule, underscoring mixed momentum in the AI race even as spending persists.

via Yahoo Finance|
#ai#business#kimi-k3
markets2 months ago

Tech Selloff Triggers Global Downdraft, Sparking a Buy-the-Dip Debate

A tech-led global selloff drove the Nasdaq down 1.32% as heavyweight names like Amazon, Meta and Alphabet fell, and SpaceX slumped 16% for a third straight day. Asia followed with Korea’s Kospi plunging over 8%. Investors are weighing whether this tech rout signals a longer correction or a potential buying opportunity, while news flows include a 60‑day U.S. license to sell Iranian oil, UK Brexit anniversaries amid leadership shifts, and Cred’s $900 million funding round led by Meta despite its founder leaving for WhatsApp.

via CNBC|
#magnificent-seven#market-selloff#markets
Morgan Stanley Sees S&P 500 Selloff Nearing a Bottom
market-news5 months ago

Morgan Stanley Sees S&P 500 Selloff Nearing a Bottom

The S&P 500 has fallen about 7.3% in March (on track for its worst month since 2022), but Morgan Stanley says the selloff is nearing its ending stages as the forward P/E has dropped roughly 15% from its peak; Brent crude has jumped about 51% since the start of the U.S.–Iran conflict and is largely priced in, yet higher interest rates remain a near-term risk with rate-cut odds fading by year-end.

via TipRanks|
#forward-pe#market-news#market-selloff
Claude's AI Upgrades Trigger Tech Stock Selloff
business6 months ago

Claude's AI Upgrades Trigger Tech Stock Selloff

Anthropic’s Claude AI updates—including legal tools in Claude Cowork, a new Code security scan, and COBOL modernization—have helped spark a broad selloff in software and cybersecurity stocks early in 2026. The iShares Expanded Tech Software Sector ETF is down about 26% this year, with names like CrowdStrike, Okta, Zscaler and IBM among those hit as investors fear AI-enabled disruption could reshape software and related industries.

via Business Insider|
#ai#anthropic#business
Bitcoin Dives Toward 15-Month Low as Tech Selloff Spreads to Crypto
business6 months ago

Bitcoin Dives Toward 15-Month Low as Tech Selloff Spreads to Crypto

Bitcoin slipped below $70,000, tumbling to a 15‑month low (as low as about $66,911) and dropping roughly 9–10% in 24 hours as a tech‑stock rout driven by AI concerns spilled into crypto; Ethereum and XRP also fell sharply, and the Nasdaq slid on AI fears. Analysts warn the weakness could persist, with bear‑market scenarios suggesting further declines and some investors seeking safe havens like gold amid policy uncertainty about crypto support.

via Barron's|
#ai#bitcoin#business
Palantir Dips as AI Adoption Hurdles and Tech Selloff Pressure PLTR
business6 months ago

Palantir Dips as AI Adoption Hurdles and Tech Selloff Pressure PLTR

Palantir slid on Wednesday after a strong fourth‑quarter earnings beat and revenue growth, as market‑wide tech weakness and geopolitical tensions weighed on the stock; Q4 revenue rose 70% year over year to $1.407 billion with U.S. sales up 93%, though CEO Alex Karp warned that uneven AI adoption outside the U.S. could limit international growth. The shares traded beneath key moving averages, signaling bearish near‑term momentum amid a broad market pullback.

via Benzinga|
#ai-adoption#business#earnings
Global Markets Drop Amid AI Bubble Concerns and US Election Uncertainty
business9 months ago

Global Markets Drop Amid AI Bubble Concerns and US Election Uncertainty

A global selloff in semiconductor stocks has erased approximately $500 billion in market value due to concerns over high valuations and the sustainability of earnings growth amid rising interest rates, with major chipmakers and tech giants experiencing significant declines, signaling a potential correction after a rapid rally driven by AI demand.

via Bloomberg.com|
#ai-boom#business#market-selloff