AI stock and market news
AI is now a market story. This page follows earnings and guidance from Nvidia, TSMC, the hyperscalers and Asian suppliers, plus IPOs, funding rounds and the analyst calls that move share prices — across Nasdaq, Tokyo, Hong Kong, Shanghai, Korea, Taiwan and Europe.
Latest stories
Cramer’s week ahead: AI data center stocks face another hurdle and so does the Fed
CoreWeave and Nebius earnings, alongside key inflation reports that could shape the Fed's next interest rate decision, are the focus.
CNBC Technology
Micron’s stock is dirt cheap — and that’s igniting a fierce online debate
Valuation purists see a ridiculously inexpensive stock, but some semiconductor investors say Micron’s earnings power won’t hold up.
MarketWatch Tech
Asia AI Markets (Google News)
AI Global WireAI stocks rally after post-midterm rout; Trump doubles down on data centers
AI stocks rebound as Trump backs data centers after Democratic wins sparked fears over the industry’s future.
Asia AI Markets (Google News)
Japan AI Markets (Google News)
AI Global WireAI stocks halt worldwide sell-off as Wall Street trims its loss for the week
AI stocks bounced back and recovered some of their sell-off from earlier in the week ...
Japan AI Markets (Google News)
After Wall Street’s worst selloff since the 2025 tariff shock, here’s what investors need to watch next
Stock-market rout spreads far beyond AI stocks. Plus: First-time homebuyers are paying all-cash. Where’s the money coming from?
MarketWatch Tech
Chip stocks are the cheapest they’ve been in nearly seven years. How low is too low?
Contrarian investors might see the sharp decline in semiconductor stocks on Nov. 5 as a buying opportunity, especially since soaring earnings expectations have driven valuations to their lowest levels since January 2019.
MarketWatch Tech
AI Earnings (Google News)
AI Global WireSouth Korea's Gentle Monster bets on AI glasses for growth
S. Korea's Gentle Monster partners with Samsung and Google on AI glasses, seeking new customers and revenue as its parent company's earnings decline.
AI Earnings (Google News)
AI Earnings (Google News)
AI Global WireAI stocks will come back in vogue but AI data center buildout will slow after Democrat sweep – BofA
BofA Global Research is warning that the “Democratic tsunami” in the 2026 U.S. midterms could significantly rattle risk assets, signaling what analysts describe as an "electoral shift from populist ...
AI Earnings (Google News)
China AI Markets (Google News)
AI Global WireWhy the blue tsunami rattled AI stocks
The Blue Tsunami midterms sent some AI stocks like Nvidia reeling while cloud giants rallied.
China AI Markets (Google News)
AI Earnings (Google News)
AI Global WireState Pension Funds Have at Least $578 Billion Riding on Tumbling AI Stocks
A nonprofit just tallied how much teachers, firefighters, and other public retirees have riding on AI, and the next day the market flinched. Who ends up covering the gap if the bet goes wrong?
AI Earnings (Google News)
China AI Markets (Google News)
AI Global WireWhat the AI stock crash cost your 401(k) for every $1,000 invested
Thursday's AI stock crash cost a basic S&P 500 index fund about a nickel on the dollar, while chip stocks lost nearly a third of their value.
China AI Markets (Google News)
AI Chips & Semis (Google News)
AI Global WireAI stocks bounce back after $2.5 trillion wipeout, but questions remain
An AI-driven stock sell-off that wiped roughly $2.5 trillion in market value off Wall Street eased on Friday, but only after hitting Asian and European markets hard.
AI Chips & Semis (Google News)
Asia AI Markets (Google News)
AI Global WireAI stocks bounce back after $2.5 trillion wipe out
An AI-driven stock sell-off that wiped roughly $2.5 trillion in market value off Wall Street eased on Friday, but only after hitting Asian and European markets hard.
Asia AI Markets (Google News)
Korea & Taiwan AI Markets (Google News)
AI Global WireAI stocks set for rebound after $2.5 trillion wipe out
An AI-driven stock sell-off that wiped roughly $2.5 trillion in market value off Wall Street appeared to be easing on Friday, but only after hitting Asian and European markets hard.
Korea & Taiwan AI Markets (Google News)
AI Funding & IPOs (Google News)
AI Global WireAnthropic’s IPO Valuation Raises A Question: Is AI Worth Its Cost?
Investor scrutiny of Anthropic’s IPO raises a broader question: can AI’s productivity gains justify its enormous costs and translate into better lives for ordinary people?
AI Funding & IPOs (Google News)
Japan AI Markets (Google News)
AI Global WireThe worldwide sell-off for AI stocks halts, but other US stocks are still struggling
AI stocks are bouncing back and recovering some of their brutal sell-off. The rest of the U.S. stock market, though, is lagging behind Friday.
Japan AI Markets (Google News)
AI Chips & Semis (Google News)
AI Global WireThe Midterms Rattled AI Stocks. Here’s What to Watch in the Broader Economy.
Politics, policy, and markets collided this week as AI-exposed stocks faced a selloff after the midterms. There are reasons for cautious optimism despite the volatility, but two questions—how strong ...
AI Chips & Semis (Google News)
AI Earnings (Google News)
AI Global WireFIVN Q3 Earnings Call Highlights AI Growth and Level AI Deal
Five9's Q3 earnings beat, 91% AI revenue growth and $325 million Level AI acquisition highlight its AI momentum as management revises its 2026 outlook.
AI Earnings (Google News)
AI Earnings (Google News)
AI Global WireAI Stock Selloff Wipes USD 3 Trillion From Wall Street Markets
Global technology shares plunged on Thursday, November 5, as fears over artificial intelligence spending and tighter regulation triggered a broad Wall Street se ...
AI Earnings (Google News)
CNBC Technology
AI Global WireAI stocks hammered by midterm shock as data center buildout becomes a 'war of attrition'
The election rout landed on an AI trade already under pressure from high interest rates, heavy capital spending and questions about returns.
CNBC Technology
AI Funding & IPOs (Google News)
AI Global WireMicron stock rebounds 5% after huge selloff even as AI demand risks persist
The stock is priced at ~3.7x fiscal 2027 earnings while management is still forecasting big revenue/earnings growth. The selloff looks cycle-driven, not demand-collapsed, and Micron has take-or-pay ...
AI Funding & IPOs (Google News)
Cloudflare’s stock mounts a big comeback after fastest sales surge in nearly 4 years
Demand for automated AI protection is on the rise — and manifesting in Cloudflare’s earnings results.
MarketWatch Tech
CNBC Technology
AI Global WireJim Cramer explains why no AI stock seems safe from the market carnage
CNBC’s Jim Cramer said AI stocks are becoming increasingly difficult to value.
CNBC Technology
CNBC Technology
AI Global WireJim Cramer says the AI sell-off isn't over, but it isn't another dot-com crash
Cramer warned that the sell-off in AI stocks likely has further to run.
CNBC Technology
Micron, Sandisk and other AI stocks see steep drops: ‘Investors don’t like uncertainty’
Wall Street is digesting the prospect of a slower AI buildout in the wake of the midterm election results.
MarketWatch Tech
AI Earnings (Google News)
AI Global WireNvidia, AMD and Intel stocks rebound sharply: is Wall Street's AI panic easing?
Nvidia, Advanced Micro Devices and Intel shares rebounded in early pre-market trading on Friday after a brutal sell-off in semiconductor stocks, as investors searched for bargains despite mounting ...
AI Earnings (Google News)
AI Funding & IPOs (Google News)
AI Global WireAI's reality check: a temporary selloff or a shift in market leadership?
AI stocks are selling off despite strong earnings. Is this a temporary correction or a lasting shift in market leadership? What investors should watch.
AI Funding & IPOs (Google News)
