Dow drops 406 points as oil spike stirs rate worries

Dow Jones Industrial Average fell 406.40 points Friday, sliding back under 50,000 as oil prices and higher bond yields weighed on stocks. The S&P 500 gave up 50.23 points to end at 7,451.01. Nasdaq Composite finished down 195.89 points at 26,439.34.

Federal Reserve · NASDAQ:AMD · NASDAQ:INTC · NASDAQ:NVDA · Oil Prices · Stock Market
Stock Market Today: Nasdaq Slides as Oil Shock Sends Treasury Yields Higher, Hitting AI Rally

Stock Market Today: Nasdaq Slides as Oil Shock Sends Treasury Yields Higher, Hitting AI Rally

Stocks slipped on Friday, with the Nasdaq under the most pressure as surging oil and higher Treasury yields threatened the AI-fueled surge from earlier this week. By late morning, the Dow Jones Industrial Average lost 0.82% to 49,652.90, the S&P 500 retreated 0.80% to 7,441.37, and the Nasdaq Composite tumbled 1.25% to 26,303.15.
15 May 2026
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Top AI Stocks To Watch Today: Nvidia, Microsoft, Broadcom, AMD, Palantir And Cerebras Face A Yield Test

Top AI Stocks To Watch Today: Nvidia, Microsoft, Broadcom, AMD, Palantir And Cerebras Face A Yield Test

Friday’s open looked shaky for U.S. artificial intelligence shares, with higher Treasury yields and climbing oil prices threatening to derail the AI-driven surge that just sent Wall Street to fresh records. Nvidia, Microsoft, Broadcom, AMD, Palantir, and Cerebras—just public—are all in focus, but the market mood is notably harsher than on Thursday.
15 May 2026
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AMD’s Quiet Marvell Stake Puts AI Chip Investors on Alert

AMD’s Quiet Marvell Stake Puts AI Chip Investors on Alert

Marvell Technology surged close to 10% by late morning in New York after a regulatory filing revealed Advanced Micro Devices owned 65,516 shares in the chipmaker at the end of March. It’s a relatively modest stake, but the disclosure grabbed attention given Marvell’s AI data-center hardware profile. According to the filing, the holding was worth $6.49 million at the time. At Marvell’s late-morning level of $180.76, the shares would fetch roughly $11.8 million—if AMD hadn’t changed its position.
13 May 2026
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Nvidia’s China Opening Turns AI Stocks Into a Policy Trade Again

Nvidia’s China Opening Turns AI Stocks Into a Policy Trade Again

AI stocks weren’t reacting to the usual chip unveil or a flashy new model this time. It was all about access. Nvidia’s Jensen Huang landing a spot on Trump’s China delegation sent a clear message—traders saw a possible opening, maybe some movement on advanced AI-chip sales between the U.S. and China. Nasdaq 100 futures climbed 0.82% as of 05:35 a.m. ET. The Dow futures, though, edged lower, underscoring how specific the buying was.
13 May 2026
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SMH vs SOXX vs SOXL: AI Chip ETF Rally Hits Its Hardest Test Yet

SMH vs SOXX vs SOXL: AI Chip ETF Rally Hits Its Hardest Test Yet

Semiconductor ETFs took a steep dive on Tuesday. The leveraged Direxion Daily Semiconductor Bull 3X Shares plunged nearly 12.4% just before 11 a.m. in New York—a sharp swing for a fund that’s been one of 2026’s most popular AI hardware bets. Losses rippled across the sector: VanEck Semiconductor ETF fell around 3.5%, iShares Semiconductor ETF slipped 4.1%, and First Trust Nasdaq Semiconductor ETF dropped close to 4.5%.
12 May 2026
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Dell Stock Soars as AI Server Boom, TotalEnergies Deal and Super Micro Trouble Collide

Dell Stock Soars as AI Server Boom, TotalEnergies Deal and Super Micro Trouble Collide

Investors rushed back into Dell Technologies on Friday, sending the stock up $28.92 to $259.19, not far from its session peak of $263.82. Excitement over a new supercomputer agreement fueled the rally, while renewed scrutiny of legal issues dogging its competitor, Super Micro Computer, also played into Dell’s surge.
8 May 2026
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Dow Jones Today After The Bell: Dow Drops 313 Points Below 50,000 as Oil Whipsaws Wall Street

Dow Jones Today After The Bell: Dow Drops 313 Points Below 50,000 as Oil Whipsaws Wall Street

The Dow Jones Industrial Average dropped 313.62 points, or 0.6%, finishing at 49,596.97 on Thursday—falling back under the 50,000 mark, as Wall Street retreated from its highs. A shaky session for oil and a selloff in chip stocks didn’t help. The S&P 500 closed down 0.4% to 7,337.11. The Nasdaq Composite eased 0.1% to 25,806.20.
7 May 2026
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US Stock Market After the Bell: S&P 500 Slips From Record as Chip Rally Cracks, Oil Keeps Wall Street on Edge

US Stock Market After the Bell: S&P 500 Slips From Record as Chip Rally Cracks, Oil Keeps Wall Street on Edge

U.S. stocks finished in the red Thursday. The S&P 500 gave up 0.38% to end at 7,337.11, snapping this week’s record streak after chipmakers stumbled. The Nasdaq slipped 0.13% to 25,806.20. Over in the Dow: down 0.63% to 49,596.97. Intel and AMD both lost about 3%. Arm’s U.S.-listed shares slumped, and the PHLX chip index, tracking semiconductors, dropped 2.7%.
7 May 2026
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AMD Stock Cools After AI Earnings Surge. The Bigger Story Is CPUs

AMD Stock Cools After AI Earnings Surge. The Bigger Story Is CPUs

Shares of Advanced Micro Devices slipped Thursday, giving back some ground after a big run-up following its earnings. Still, the core takeaway from the company’s latest results stayed intact: AI spending is pushing further into servers, and AMD is capturing more of that flow. The stock last traded at $408.42, off $12.97 from the prior close, reversing part of Wednesday’s jump sparked by a robust forecast.
7 May 2026
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Taiwan Semiconductor Manufacturing Company Stock Jumps as AMD’s AI Surge Puts TSMC Capacity in Focus

Taiwan Semiconductor Manufacturing Company Stock Jumps as AMD’s AI Surge Puts TSMC Capacity in Focus

Shares of Taiwan Semiconductor Manufacturing Co jumped 6.36% in U.S. trading Wednesday, propelled by renewed appetite for artificial intelligence infrastructure plays after AMD’s results. Investors continued to see the Taiwanese foundry as one of the few sources for top-tier chip production. In Taipei, TSMC finished the local session flat at T$2,250 before the gains in New York.
7 May 2026
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US Stock Market Today: S&P 500 and Nasdaq Hit Records as AMD Rally, Oil Drop Shake Wall Street

US Stock Market Today: S&P 500 and Nasdaq Hit Records as AMD Rally, Oil Drop Shake Wall Street

Stocks barreled higher Wednesday, driving the S&P 500 and Nasdaq to new records. Advanced Micro Devices gave the AI trade another jolt with a strong forecast, while reports of movement on a U.S.-Iran agreement knocked oil down. By 12:30 p.m. ET, the Dow climbed 510.85 points, or 1.04%, landing at 49,809.10. The S&P 500 advanced 82.14 points, or 1.13%, to 7,341.36. Nasdaq surged 395.68 points, or 1.56%, to 25,717.84.
6 May 2026
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 Strong buy

Alphabet

NASDAQ:GOOGL 92/100 • ★★★★½
#2 Strong buy

Taiwan Semiconductor Manufacturing

NYSE:TSM 89/100 • ★★★★½
#3 Buy

S&P Global

NYSE:SPGI 88/100 • ★★★★
#4 Buy on weakness

Amazon

NASDAQ:AMZN 86/100 • ★★★★
#5 Buy on weakness

Microsoft

NASDAQ:MSFT 84/100 • ★★★★
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