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NASDAQ:MRVL 30 August 2025 - 24 September 2025

Nasdaq’s 48-Hour Whiplash: AI Mega-Deals, Fed Curveballs & Record Highs

Nasdaq’s 48-Hour Whiplash: AI Mega-Deals, Fed Curveballs & Record Highs

The Nasdaq Composite fell about 1% on Sept. 23 after Fed Chair Jerome Powell called stock valuations “fairly highly valued” and gave no timeline for more rate cuts. Nvidia shares hit a record high after announcing up to $100 billion investment in OpenAI, while Alibaba’s U.S. shares surged 9% on increased AI spending. U.S. Treasury yields dropped midweek, and gold reached a new all-time high near $3,764 an ounce.
AI Stocks Whipsaw as Nvidia Stumbles, Alibaba Soars – Key News Aug 30–31, 2025

AI Stocks Whipsaw as Nvidia Stumbles, Alibaba Soars – Key News Aug 30–31, 2025

Nvidia stock fell about 4% despite strong sales, as China risks and high expectations weighed. Dell plunged up to 10% after warning of shrinking AI profit margins. Marvell dropped 18–19% on weak guidance, while Alibaba soared 13% on surging AI cloud revenue and a new data center chip. The PHLX Semiconductor Index lost about 3% amid a broad tech selloff.
AI Stock Frenzy Peaks Then Falters: Nvidia Wobbles, Alibaba Soars as Global AI Boom Faces Reality Check

AI Stock Frenzy Peaks Then Falters: Nvidia Wobbles, Alibaba Soars as Global AI Boom Faces Reality Check

U.S. stock indexes fell from record highs on Aug. 29 as major AI-linked stocks like Nvidia and Dell tumbled. Nvidia dropped about 4% despite strong sales, while Dell plunged up to 10% after warning of profit pressures. Marvell Technology sank nearly 19% on weak guidance. Alibaba jumped 13% after reporting a surge in AI-driven cloud revenue.
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Stock Market Today

  • Tech Stocks Post Strongest Monthly Gains Since April 2020
    May 1, 2026, 6:37 AM EDT. The Nasdaq Composite surged 15.29% in April, marking its best monthly performance since the pandemic's onset in 2020. Tech giants Alphabet, Amazon, and Microsoft outperformed earnings expectations, driving the rally. Alphabet's shares jumped 34% in April, its strongest month since going public in 2004. Notably, chipmakers Micron, AMD, and Intel recorded exceptional gains of 53%, 74%, and 100%, respectively, as demand for data centers rose. Despite earlier fears of artificial intelligence-driven disruption pressuring tech stocks in 2026, the sector rebounded sharply, with the Nasdaq up 7% year-to-date, largely driven by April's rally.

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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 01.05.2026

1 May 2026
LIVEMarkets rolling coverageStarted: May 1, 2026, 12:00 AM EDTUpdated: May 1, 2026, 6:39 AM EDT Tech Stocks Post Strongest Monthly Gains Since April 2020 May 1, 2026, 6:37 AM EDT. The Nasdaq Composite surged 15.29% in April, marking its best monthly performance since the pandemic's onset in 2020. **Tech giants Alphabet, Amazon, and Microsoft** outperformed earnings expectations, driving the rally. Alphabet's shares jumped 34% in April, its strongest month since going public in 2004. Notably, chipmakers Micron, AMD, and Intel recorded exceptional gains of 53%, 74%, and 100%, respectively, as demand for data centers rose. Despite earlier fears of **artificial
Sandisk Stock Falls After Blowout Q3 Earnings as AI Storage Rally Hits a High Bar

Sandisk Stock Falls After Blowout Q3 Earnings as AI Storage Rally Hits a High Bar

1 May 2026
Sandisk shares dropped about 6% in after-hours trading Thursday despite reporting fiscal Q3 revenue of $5.95 billion, up 251% from a year earlier, and net income of $3.62 billion. The company announced a $6 billion buyback and forecast Q4 revenue of up to $8.25 billion. Gross margin rose to 78.4%. Shares had closed at $1,096.51 before slipping to about $1,030.
Apple Stock Slips After Earnings Beat as iPhone Supply Snag Clouds $100 Billion Buyback

Apple Stock Slips After Earnings Beat as iPhone Supply Snag Clouds $100 Billion Buyback

1 May 2026
Apple reported fiscal Q2 revenue of $111.2 billion and earnings of $2.01 per share, beating analyst estimates. The board approved a $100 billion share buyback and raised the dividend. Shares fell about 1% after hours as iPhone sales missed forecasts and chip supply remained tight. Investors are watching for clarity on AI strategy and the upcoming CEO transition to John Ternus.
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