AI Names Hit Fed Hurdle After Nvidia, Oracle Swings
AI stocks in the U.S. go into this holiday-shortened week with risk sentiment looking better but still shaky. The Dow, S&P 500 and Nasdaq all closed up Friday and posted weekly gains. Lower oil and some optimism around U.S.-Iran news helped. Investors also looked at SpaceX’s Nasdaq debut. The stakes are clear for Nvidia, AMD, Broadcom, Micron, Oracle and Super Micro Computer. These names usually get a lift when markets want growth and will pay up for it now, but they can sink fast if higher rates, big costs or soft guidance cloud the outlook.