AI stocks
19 articles tagged AI stocks, newest first. Every price call in these articles was recorded when published and later checked against market data — see the track record.
CoreWeave's Credit Signal Hit the Chip Complex — and JPMorgan Rallied 2.48% Anyway
AMD fell 3.74% to $541.21 while JPMorgan rose 2.48% to $343.84 on the same session. Lenders do not rally into genuine credit contagion.
The CoreWeave Shock Is a Credit Event Wearing an AI Costume
AMD gapped down 5.47% and closed $549.47, nearly $10 above its open. Microsoft and Alphabet closed green. The market is repricing who financed the buildout, not...
Anthropic Files, OpenAI Pulls a Model, and the AI Trade Rotates Down the Stack
Eight of the ten largest US companies closed red, yet NVIDIA gained 2.26% and Microsoft recovered to within a quarter of its high. AMD lost 5.08%. This is rotat...
Burry Says the AI Bubble May Burst Sooner. NVIDIA Rose 2.26% While AMD Fell 5.08%
Michael Burry pulled his tech short forward and eight of the ten largest US companies closed red. The one name that advanced was the purest AI position on the b...
JPMorgan Snapped 4.09% to a Fresh 90-Day Low While Semis Printed Records
JPM closed $337.64 — the bottom of its 90-day range, 1% off the session low. Visa made it six red closes in a row. The financials complex is being sold as a uni...
Meta Adds $43.27 While Alphabet Slides — 975 Basis Points Inside the Same Ad Market
Meta gapped 5.69% higher on its new model and agent app, closing at $656.75. Alphabet opened at its session high and never traded above it again. Both sell the...
Regulators Look at Cybercab and Tesla Loses 6% — the Money Went to AMD
Tesla shed $22.45 after safety regulators said they were evaluating the Cybercab rollout. On the same session AMD gained 4.67% — a 1,063 basis point spread insi...
The AI Trade Is Splitting in Two — and Thursday's 138 Basis Points Show Where the Money Went
A week of selling in Chinese AI names ended with capital moving back to traditional sectors. In New York, the same fracture appeared: platforms took the bid, me...
The ECB Says the AI Rally Will Correct. Inside the Index, It Already Has
ECB researchers warned Monday that an AI-driven adjustment should be expected. The prior session's 655-basis-point spread between AMD and NVIDIA suggests the ad...
CPI Landed In Line — But Alphabet Had Already Given Up $13.75 a Share
The July inflation print matched consensus and global stocks held their gains. The positioning that preceded it was less forgiving: Alphabet fell 3.85% and clos...
Asia's Chip Rebound Targets Mega-Cap Dispersion: Apple Near Highs, Microsoft 29% Below Its Peak
Tokyo surged 3.26% and Seoul snapped its losing streak as chips rebounded worldwide — and the widest quality-versus-AI spread in the mega-cap complex is now the...
Rothschild Redburn Lifts Meta to $1,000 — The Print That Reprices the AI De-Risking Cycle
A raised Meta target to $1,000 lands just as UBS flags the end of the AI selloff. Against Monday's $646.01 close, the setup reprices a name trading 18.9% below...
Seoul's 4.5% AI Purge Meets Wall Street's Earnings Gauntlet — Nvidia Holds $200 at $90 Oil
South Korea's Kospi cratered 4.5% as investors dumped AI names and oil pressed toward $90, but the U.S. complex enters chip earnings week already de-rated — and...
The Dot-Com Parallel Fails Its First Test: AMD's 8% Flush Was Bought Back Before the Close
Speculative vehicles are halving while nine of ten mega-caps fell, yet the session's deepest drawdown was repurchased within hours. Genuine bubble unwinds do no...
AMD Gives Back $26.88 From the Open as Platform Megacaps Absorb the Session's Bid
AMD traversed a $49.24 intraday range and closed at $529.14 while Apple, Microsoft, and Alphabet all gained 2.7% or more. Capital is rotating within the megacap...
A 500-Times Oversubscribed Chip IPO Called Cautious: The AI Cycle Is Entering Its Sorting Phase
CXMT's dented $8.6B Shanghai listing and Berkshire's 30% platform concentration frame the same regime shift Thursday's session priced: capital is consolidating...
Apple Prints a New 52-Week High at $327.50 as AMD's $18.99 Drop Splits the AI Trade
Apple rose 4.01% to a fresh high while AMD fell 3.46% off its open. The platform names got repriced higher; the AI-hardware leg lost its bid.
Apple's $12.64 Surge to a 52-Week High Masks a Widening Split Inside Megacap Tech
Apple closed 0.37% below a fresh 52-week high as platform names ran, but AMD's $49.24 intraday reversal shows the AI-hardware leg of the trade is losing sponsor...
Apple Prints a Fresh High as AMD Bleeds: The AI Trade Is Rotating, Not Breaking
Thursday's 7.47-point performance spread between Apple and AMD tells the real story — capital is moving up the quality curve within tech, not out of it.