Tech Stocks

Memory is Wall Street’s favorite tech trade as Magnificent 7 disappoints

Companies like Sandisk Corp., Western Digital Corp., and Seagate Technology Holdings Plc are among the leaders in the S&P 500 Index in 2026

AI threat signals investors should shift bets to builders — not coders, says UBS Wealth CIO

The move comes as the tech-led stock rally has all but stalled since late October

US tech stocks fall as traders weigh billions in AI spending plans

The tech-heavy Nasdaq 100 Index fell 1.97% at 10: 45 a.m. in New York as Microsoft plummeted 11.84%, the most since 2020

Bubbles and boring bets: What’s coming for tech stocks in 2026

With the bull market in US stocks stretching into a fourth year, there are more concerns than ever about the sustainability of heavy spending on AI computing and whether the returns will justify the investments.

BlackRock’s $185 billion models lift stock bets as tech unravels

With about $185 billion in model assets — up from $150 billion earlier this year — BlackRock’s allocation changes can drive massive inflows and outflows among its products.

Tech firms drive Asia stock selloff ahead of Nvidia earnings, jobs data

Asian shares fell 1.2% — led by technology firms — and are on track for a third straight day of losses

Wall Street holds near record as Apple tops $4 trillion m-cap

While most major groups took a breather after the advance, the cohort of tech megacaps kept powering ahead

Goldman Sachs says US tech stocks' valuations stretched but no bubble yet

According to Oppenheimer, high valuations mostly reflect "strong fundamentals", including higher margins and returns on equity (RoE).

Apple analyst sentiment hits five-year low after two downgrades

With the downgrades, Apple’s recommendation consensus — a proxy for the ratio of buy, hold, and sell ratings — has dropped to 3.9 out of 5, its lowest since early 2020

Oracle surges on AI cloud growth as customers race to secure computing capacity

The stock was up 34.7%, hitting a record high of $325.90 in early trading, set for its biggest one-day jump since 1992

Magnificent 7 meltdown: US tech stocks crash amid tariff shock, Apple tumbles 9%

Overnight, the Magnificent 7 index saw around $600 billion in wealth wiped off, with the combined market-cap of the seven stocks falling to $8.34 billion.

Chinese tech stocks fall more than 3%, nearing correction

The Hang Seng Tech Index dropped as much as 3.8% on Tuesday, taking its drop from a March 18 high to about 9%

US stocks fall on Fed day with eyes on tech earnings

The S&P 500 fell ahead of results from Meta Platforms Inc., Microsoft Corp. and Tesla Inc

US tech shares recover some losses from steep DeepSeek selloff

While the broader technology sector was up 2.7% on Tuesday, the Philadelphia semiconductor index was down 0.2% after falling 9.2% on Monday, its deepest one-day percentage drop since March 2020

Dow Jones logs longest losing run since 2018 even as Nasdaq soars to new record

The sharp contrast marked the first time in history that the Nasdaq closed at an all-time high while the Dow declined for the eighth consecutive day.

China tech stumbles in hunt for Wall Street’s AI gold rush

The Nasdaq 100 has soared more than 75% since ChatGPT was introduced two years ago, compared with Hang Seng Tech Index’s 16% gain

Wall Street stocks end lower after inflation data, tech stocks push Nasdaq down

Data showed consumer spending increased solidly in October, suggesting the US economy maintained its strong pace of growth, but progress on lowering inflation appeared to have stalled.

Nvidia’s Jensen Huang loses $10 bn in his biggest wealth wipeout

Huang’s net worth slumped about $10 billion to $94.9 billion on Tuesday, the biggest single-day dollar drop for him since the Bloomberg Billionaires Index began tracking his wealth in 2016.

14 tech stocks in focus as FM Sitharaman gears up to table Budget 2024

From IT majors like TCS and Infosys to consumertech companies like Zomato and Honasa, here are the stocks that the Budget may impact

Stockology: Mixed week ahead; tug of war between bulls and bears to continue

Levels near 21,950 will remain crucial for the bullish camp, whereas a close below 21,900 will confirm weakness and trigger further fall towards 20,700.

Tech stocks see biggest weekly outflow on record,says BofA

Tech stocks saw $4.4 billion of outflows in the latest week, their "largest outflow ever" and the first outflow in nine weeks, BofA said in its weekly roundup of fund flows in and out of world markets, without specifying how far back its figures went.