Today: 21 July 2026
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NYSE:ORCL 28 April 2026 - 30 June 2026

Micron, Qualcomm move up while Apple, Nvidia slide in mixed AI trade

Micron, Qualcomm move up while Apple, Nvidia slide in mixed AI trade

U.S. cash markets traded Thursday during normal hours on the New York Stock Exchange, from 9:30 a.m. to 4:00 p.m. ET. It wasn’t just AI stocks bouncing. Some investors picked up shares in chipmakers with limited memory supply, dumping others with higher AI expenses or steeper input costs.
Nvidia, Broadcom, Applied Materials, Intel, Oracle lead AI infrastructure stocks

Nvidia, Broadcom, Applied Materials, Intel, Oracle lead AI infrastructure stocks

AI infrastructure spending sets new theme for growth buy lists Growth investors are shifting to names that stand to profit as AI moves from buzz to hardware. Reuters, citing data published Wednesday, reports the AI rally has sent equities to highs, and Morgan Stanley now sees $3 trillion in big tech spending on global data centers from 2025 to 2028, with $800 billion for hyperscaler capex just in 2026. Latest large-cap names in focus: Nvidia, Broadcom, Applied Materials, Intel, Oracle.
Semiconductor Index Drops After Oracle Details $95 Billion AI Spend, Nvidia and Broadcom Under Pressure

Semiconductor Index Drops After Oracle Details $95 Billion AI Spend, Nvidia and Broadcom Under Pressure

Chip stocks took another hit Thursday as investors kept tallying up what the AI wave is costing. The PHLX Semiconductor Index, or SOX, dropped 3.57% on Wednesday. Oracle’s numbers, out after the bell, only raised more doubts about how much more cash—debt and equity—will be needed to fund the AI push before chipmakers actually see lasting profits from demand.
Tech stocks slide after hours, Oracle’s AI spending draws focus

Tech stocks slide after hours, Oracle’s AI spending draws focus

Dow sinks nearly 1,000 points as tech breaks down; inflation, Iran weigh U.S. stocks came under more selling after the bell Wednesday. The Dow Jones Industrial Average finished down 953.33 points, or 1.87%, at 49,918.78. The S&P 500 fell 1.62% to 7,266.99. The Nasdaq Composite dropped 1.98% to 25,169.50. Tech stocks took the biggest hit as traders turned defensive. Inflation looked hot and U.S.-Iran tensions stirred.
Arm Ramps Up $15 Billion AI Chip Push Ahead of Schedule

Arm Ramps Up $15 Billion AI Chip Push Ahead of Schedule

Arm Holdings could hit its $15 billion annual revenue goal for AI chips sooner than it expected, CEO Rene Haas said, as demand for data center central processors is picking up. Haas told Bloomberg Television he was “very confident” about the target, according to Seeking Alpha. Reuters also reported demand for Arm’s chips is higher than eight weeks ago.
FuelCell Energy Stock Jumps As AI Power Bet Gets Fresh Boost From Bloom Energy

FuelCell Energy Stock Jumps As AI Power Bet Gets Fresh Boost From Bloom Energy

FuelCell Energy shot higher Wednesday, part of a fuel-cell sector surge after Bloom Energy boosted its 2026 guidance and posted a sharp revenue increase on strong data center demand for on-site power. FuelCell shares last traded at $12.69, up $2.75 from Tuesday’s finish, with volume topping 13 million shares.
US Stock Market Today: Nasdaq Slides as AI Selloff Hits Nvidia, Fed and Oil Risks Loom

US Stock Market Today: Nasdaq Slides as AI Selloff Hits Nvidia, Fed and Oil Risks Loom

Nasdaq Composite slumped Tuesday morning, pulling major U.S. equity benchmarks into the red after renewed worries about artificial intelligence demand rattled chipmakers and names tied to the cloud. By 11:49 a.m. ET, Nasdaq had dropped 1.44%. The S&P 500 was off 0.78%, while the Dow managed a slim 0.12% gain, according to Reuters.
Nvidia Stock Today: Why Shares Are Falling After the OpenAI Shock

Nvidia Stock Today: Why Shares Are Falling After the OpenAI Shock

Nvidia slid 1.8% to $212.78 Tuesday, erasing some of Monday’s rally. The pullback came as traders exited AI names following a report that cast doubt on OpenAI’s user numbers, revenue, and future spending on compute. At its session low, Nvidia hit $208.62, but the chipmaker still held onto a market cap north of $5.2 trillion.
Stock Market Today: Nasdaq Futures Sink as OpenAI Jolt and $110 Oil Threaten Record Rally

Stock Market Today: Nasdaq Futures Sink as OpenAI Jolt and $110 Oil Threaten Record Rally

Nasdaq 100 futures sagged 1.27% as of 8:04 a.m. ET, with the tech-heavy index under pressure after a report surfaced about OpenAI missing internal goals—AI stocks took the brunt. S&P 500 E-minis slipped 0.68%. Dow E-minis edged higher, up 0.17%. Oil climbing past $110 a barrel on Middle East supply fears added to the unease. “Putting pressure on the Nasdaq and on the S&P,” said Art Hogan, chief market strategist at B Riley Wealth.
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