If you’re trying to figure out what could move your portfolio this week, here’s the short version: AI stocks and inflation data are about to collide. Six companies tied to the AI-infrastructure boom — the data centers, chips, servers, and networking gear that power artificial intelligence — report earnings between Tuesday and Thursday. Right in … Read more
Last week ended with U.S. stocks near record highs, and the reason why says a lot about what to expect next. Microsoft and Amazon both blew past earnings expectations, with Microsoft’s Azure cloud business topping $100 billion in annual revenue and Amazon’s AWS growing at its fastest pace in 18 quarters. But Apple had its … Read more
Last week ended with U.S. stocks lower for a second straight week. The S&P 500 barely held onto a gain Friday, the Nasdaq fell about 2% over five trading days, and only the Dow bucked the trend as money rotated out of expensive technology names and into steadier, defensive stocks. The Philadelphia Semiconductor Index — … Read more
Last week ended badly for chip stocks. The Philadelphia Semiconductor Index fell 11% in five trading days — its worst week since March 2025 — leaving it nearly 24% below its late-June high, enough to count as a technical bear market. The trigger was a new AI model from Chinese startup Moonshot AI called “Kimi … Read more