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Hedge funds cool on chip names as AI hype wanes, marking a fourth straight week of selling
markets11 days ago

Hedge funds cool on chip names as AI hype wanes, marking a fourth straight week of selling

Goldman Sachs data show U.S. hedge funds sold tech hardware for a fourth consecutive week, led by semiconductors, as concerns about AI-spending and delayed returns weighed on the sector. Funds shifted toward index/ETF bets after a string of net-seller days, with last week seeing more stocks sold than bought and notable activity across tech, industrials, and discretionary names; the SOX index fell about 4.2% for the week.

via Yahoo Finance|
#ai#etfs#hedge-funds
AI stock rally prompts profit-taking and whispers of oversupply risk
business23 days ago

AI stock rally prompts profit-taking and whispers of oversupply risk

Investors pulled back from AI-driven tech stocks after a sharp rally, with Sandisk and Marvell among notable decliners and tech-focused ETFs slipping. Analysts say the move could be a mix of profit-taking and concerns that rapid AI infrastructure spending may lead to oversupply and weaker pricing, potentially weighing on returns even as AI demand remains robust in regions like Asia.

via AP News|
#artificial-intelligence#business#investors
Inflation Signal and Tech Slump Drag Wall Street as Cracker Barrel Surprises
business1 month ago

Inflation Signal and Tech Slump Drag Wall Street as Cracker Barrel Surprises

Investors faced volatility ahead of May inflation data as tech shares led declines—Micron and Super Micro fell sharply while Nvidia slid—even as Cracker Barrel topped expectations and raised guidance. Global markets were mixed, with Europe lower and Asia posting varied results, highlighting ongoing concerns about inflation and the AI stock surge.

via AP News|
#business#earnings#global-markets
Tech-Driven May Rally Expands as AI Optimism Lifts Markets
markets1 month ago

Tech-Driven May Rally Expands as AI Optimism Lifts Markets

Tech-led May rally pushed the S&P 500 up about 5% and the Nasdaq-100 up over 10%, led by hardware and memory names, with gains broadening to SMID caps and international markets such as Korea and Taiwan; inflation sits near 3.8% but is expected to ease toward 2–2.5% by next year, while the Fed remains hawkish with potential year-end rate hikes, supporting further upside as earnings growth and stable multiples back a stronger summer.

via Seeking Alpha|
#ai#fed-policy#inflation
business2 months ago

Tech-driven rally paves new market highs as inflation data stirs caution

Tech stocks led a rally that sent the S&P 500 and Nasdaq to closing records, while futures hinted at mixed moves after hours as April’s producer price index surprised to the upside. Cisco jumped after strong quarterly results and job cuts, Doximity sank on weak guidance, and Cerebras priced its AI chip IPO above expectations, highlighting AI-sector enthusiasm. Investors eye April retail sales, price data, and jobless claims ahead of more earnings this week.

via CNBC|
#business#cisco-systems#doximity
AI mania props up blue chips as Iran conflict reshapes profits
markets2 months ago

AI mania props up blue chips as Iran conflict reshapes profits

Despite the Iran war disrupting energy and consumer markets, the world’s largest companies have added about $5.4 trillion in value since February, driven by a surge in AI enthusiasm that boosted chipmakers and Big Tech and helped equities rebound faster than in prior crises. Energy majors gained on higher oil prices, while some consumer names faced cost pressures and defence stocks lagged on near-term demand and supply concerns. Nearly two of three large caps mentioned AI on earnings calls, underscoring a durable tech-led rally rather than a geopolitical blip.

via Financial Times|
#ai#markets#oil-prices
Tech-led selloff drags U.S. stock futures lower
markets5 months ago

Tech-led selloff drags U.S. stock futures lower

U.S. stock futures slipped Monday night as a tech-led selloff persisted, with Dow futures down more than 160 points (-about 0.3%), S&P 500 futures down around 0.5%, and Nasdaq-100 futures off about 0.9%. Gold and silver fell while oil rose, and traders awaited the Fed minutes and the core PCE as fourth-quarter earnings wrap up. Markets were closed for Presidents Day, with investors eyeing Nvidia and other AI-linked earnings next week amid ongoing concerns about AI’s impact on software margins.

via MarketWatch|
#artificial-intelligence#earnings-season#markets
Bubble risk in Magnificent Seven, warns dot-com-era veteran
markets5 months ago

Bubble risk in Magnificent Seven, warns dot-com-era veteran

Richard Bernstein, who warned of a tech bubble in 2000, says the Magnificent Seven aren’t as unique as investors think and that market concentration around a few tech names signals a bubble risk. He points to a wide valuation gap between the S&P 500 and its equal-weight index and notes many other growth stocks exist domestically and abroad, including dividend-paying firms. Bernstein favors dividends and non-U.S. stocks, arguing a secular bull market outside the U.S. and that competition for growth should keep multiples in check. His firm, Richard Bernstein Advisors, recently agreed to be bought by Janus Henderson, with Bernstein joining as global head of macro & customized investing.

via MarketWatch|
#bubble#dividends#markets
Top Quantum Computing Stocks to Watch in 2026
business6 months ago

Top Quantum Computing Stocks to Watch in 2026

The article discusses two quantum computing stocks, Alphabet and IonQ, highlighting their technological advancements and potential for long-term wealth creation. Alphabet, with its Google Quantum AI division, is a leader in developing scalable quantum hardware and integrating it with its existing AI and cloud platforms, backed by strong financials. IonQ, a pure-play quantum company, specializes in trapped-ion technology and has achieved significant milestones in quantum fidelity, with diverse collaborations and a rapidly growing revenue stream. Both stocks offer high-risk, high-reward opportunities for long-term investors interested in the emerging quantum industry.

via The Motley Fool|
#alphabet#business#ionq