Chip buyers, rather than sellers, could deliver the next upside surprise in artificial intelligence. Alphabet is set to provide the most direct test when it announces results on July 22.
Nvidia declined 3.9% over the past week but outperformed the PHLX Semiconductor Index by 6.1 percentage points. Analysts' earnings forecasts for the company continued to increase.
Nebius Group shares dropped 19.1% last week, even after obtaining its first senior secured loan. The $775 million loan is collateralized by deployed GPUs and customer cash flow commitments.
The Magnificent Seven approach earnings season with a much narrower profit-growth advantage, putting their substantial AI investments under greater scrutiny.
NIO reported that its chip division has delivered over 300,000 NX9031X assisted-driving processors. The update offers investors additional performance metrics besides monthly vehicle sales.
NEW YORK, July 19, 2026, 10:10 a.m. EDT – Super Micro Computer shares remain 12% lower than the June offer price, increasing scrutiny over the company's ability to secure necessary funding.
IBM shares plunged in their biggest single-day fall on record, wiping out around $69 billion in market value. The loss was about 100 times greater than the initial quarterly revenue shortfall. Investors adjusted IBM's long-term growth outlook, not just responding to a single disappointing quarter.
HOUSTON, July 19, 2026, 08:06 — U.S. markets closed as United Airlines Holdings faces renewed scrutiny over technology risks following an outage and an 8% drop in its stock this week.
Nokia Oyj dropped 18.8% over the past week, ending Friday at €8.852. The stock declined in each session. Nasdaq Helsinki was shut for the weekend at the time of publication.
NVIDIA Corporation outperformed many peers in the semiconductor sector last week, despite a 3.9% drop that wiped nearly $200 billion from its market capitalization.
SK hynix's U.S. receipts finished 24% higher than its Seoul-listed shares ahead of Monday's market reopen in South Korea. Both U.S. and Korean markets are currently closed.
3M Company rose 1.5% over the past week following Azure's validation of its optical connector technology. Investors are watching to see if Tuesday’s earnings will show the increase reflected in reported sales.
Synopsys shed roughly $6.27 billion in implied market value on Friday, with shares ending the session 7.85% lower at $384.28 following Moonshot AI’s disclosure of its Kimi K3 chip-design project. The estimate is based on 191.48 million shares outstanding.
eBay is set for a tougher takeover challenge as U.S. markets resume trading on Monday. GameStop’s latest stake includes direct voting rights, contrasting with most of its previous exposure, which was mainly held via paired options.
U.S. stocks declined late Friday, pressured by a selloff in semiconductor shares that weighed on multiple sectors. The Nasdaq Composite slipped 1.19%, following a 1.5% loss on Thursday. The S&P 500 declined 0.86%, and the Dow ended down 0.56%.
Broadcom stock recovered from earlier sharp losses during Friday afternoon trading in the U.S. At 1:03 p.m. EDT, shares were up 0.5% at $376.38, after having dropped 4.4% to $358.05 earlier in the session.
Semiconductor shares recovered from a 6% morning slide to trade down roughly 1% as of midday Friday. SOXX stood at $525.43 after falling to $498.69 earlier in the session.