AI stocks
Coverage of AI stocks in the Nexus archive.
- Bank of England warns an AI crash could plunge UK into recession
The Bank of England warned that a collapse in the AI stock market could trigger a UK recession, projecting a 2.2% GDP decline. Risks include equity market corrections, slower AI adoption, and uncertainty about long-term winners in the sector, with no new regulations planned to address high valuations.
- Wall Street mixed in premarket trading as AI stocks give back a chunk of Monday's gains
U.S. markets were mixed in premarket trading as AI and semiconductor stocks reversed Monday's gains, with Samsung Electronics and other tech firms declining despite strong financial results. Concerns about AI investment sustainability and a global market retreat, including sharp drops in Asian indices, added to the volatility.
- Asian markets retreat after rebounding AI stocks send the S&P 500 to brink of a new record
Asian markets retreated despite a rebound in AI stocks, which lifted the S&P 500 to the brink of a new record. The rebound in AI stocks boosted Wall Street but did not prevent Asian shares from declining.
- Rebounding AI stocks send the S&P 500 within 1% of its record
A rebound for AI stocks lifted the U.S. market. The S&P 500 rose 0.7% Monday and pulled within 1% of its record, despite most stocks in the index falling. AI-driven strength also boosted the Nasdaq composite.
- How major US stock indexes fared Monday 7/6/2026
A rebound for AI stocks lifted the U.S. market. Major US stock indexes saw gains on Monday, driven by performance in the AI sector.
- Rebounding AI stocks send the S&P 500 within 1% of its record
A rebound in AI stocks lifted the S&P 500 within 1% of its record, with the Nasdaq composite rising 1.1% and the Dow reaching a record high. Broadcom and TeraWulf saw significant gains, while SK Hynix and SpaceX faced volatility despite large fundraising plans.
- Rebounds for AI stocks lift US indexes
A rebound in AI stocks boosted the S&P 500 and Nasdaq composite, with Broadcom, Micron Technology, and Advanced Micro Devices among the top gainers. SK Hynix plans a $28 billion U.S. stock offering, while TeraWulf secured a 20-year deal with Anthropic for its Kentucky data center.
- Rebounds for AI stocks help support Wall Street and keep the market mixed
A rebound in AI stocks supported Wall Street, with the S&P 500 rising 0.5% and the Nasdaq composite up 1.1%, while the Dow fell. Companies like Broadcom and Micron Technology saw gains, and SK Hynix plans a $28 billion U.S. stock offering. Doubts persist about AI investments' long-term profitability.
- India benefits from lack of AI stocks
India's stock market is outperforming due to its lack of major AI companies, which has positioned it as a safe haven for investors amid global tech stock volatility. Lower crude prices, driven by increased oil tanker traffic through the Strait of Hormuz, have boosted optimism about India's corporate earnings and macroeconomic outlook.
- AI stocks are in an ‘air pocket’ and Meta and Microsoft are being traded like ‘bear market names that cannot be owned,’ top analyst says
A top analyst, Dan Ives, states that AI stocks are in an 'air pocket,' with Meta and Microsoft being traded like 'bear market names that cannot be owned.' The article also mentions global shipping price increases due to an Iran war, a potential market correction, Europe's heat crisis with a $638 billion economic impact, AI-driven inflation, and a student cheating scandal at Brown University.
- Are AI stocks headed for further turbulence?
The article questions whether AI stocks will experience further volatility and highlights 'Market Questions' as the Financial Times' guide to the week ahead.
- Europe’s Hunt for AI Stocks Leads to Power Suppliers and Banks
Europe is actively seeking AI stocks, which is driving attention towards power suppliers and banks. The focus highlights sectors indirectly involved in AI development and infrastructure.
- Dogecoin and Hyperliquid's HYPE led weekly crypto losses as AI stocks lure buyers
Dogecoin and Hyperliquid's HYPE led weekly cryptocurrency losses, while AI stocks attracted buyers.
- How major US stock indexes fared Friday 6/26/2026
Most U.S. stock indexes rose as oil prices returned to pre-Iran-war levels, but declines in AI stocks limited overall gains. The market showed mixed performance driven by energy sector relief and tech sector pressures.
- Sinking AI stocks drag Wall Street toward just its 2nd losing week in the last 13
AI stocks are declining sharply, pulling Wall Street indices like the S&P 500 and Nasdaq Composite down as concerns grow over unsustainable profit growth. The slump follows significant drops in Asian markets, with Japanese and South Korean indexes falling over 4% and 5.8% respectively, driven by AI-related stock declines.
- Wall Street drifts in mixed trading after Micron soars and Apple drops
The U.S. stock market experienced mixed trading as AI stocks fluctuated and Apple shares declined following product price increases. The S&P 500 rose 0.3% despite the volatility, while Micron's stock surged.
- Wall Street drifts in mixed trading after Micron soars and Apple drops
The U.S. stock market drifted in mixed trading as Micron Technology surged 14% on strong earnings and growth forecasts, while Apple dropped 4.6% after raising product prices. Qualcomm also rose 4.3% after upgrading AI-related growth projections, but broader market gains were limited by inflation concerns and mixed economic data.
- Rebounding AI stocks pull Wall Street higher
AI stocks rebounded, lifting the U.S. market with the S&P 500, Dow Jones, and Nasdaq all rising. Micron Technology surged 19.4% due to strong earnings and a revised growth forecast, while Qualcomm raised its 2029 revenue target amid AI-driven demand. Easing Treasury yields and lower oil prices further supported market gains, with global indices like South Korea’s Kospi and Japan’s Nikkei also rising.
- Maritime traffic picks up in Strait of Hormuz, but uncertainty lingers
Maritime traffic in the Strait of Hormuz has increased, leading to a decline in oil prices. However, uncertainty remains due to disagreements over a potential toll in US-Iran talks. Additionally, US chipmaker Micron's better-than-expected sales forecast has caused AI stocks to rise.
- Bitcoin back above $60,000, ETH, SOL recoup losses as AI stocks stage rebound
Bitcoin has risen above $60,000, Ethereum (ETH) and Solana (SOL) have recovered recent losses, and AI-related stocks have experienced a rebound in value.
- Bitcoin Falls Below $60,000 as the Chip Selloff Drags Crypto Down
Bitcoin fell below $60,000 on June 24, closing near $59,312, marking its lowest level since late 2024. A two-day selloff in chip and AI stocks contributed to the decline, which saw Bitcoin drop about 5.3% for the day.
- South Koreans pour AI stock windfalls into overheated property market
South Koreans are investing profits from AI stocks into an overheated real estate market. The government is struggling to persuade investors to divert funds away from real estate despite a market surge.
- How major US stock indexes fared Monday 6/15/2026
Major US stock indexes rose on June 15, 2026, as global markets reacted positively to a tentative US-Iran deal that eased oil prices. The S&P 500 gained 1.7%, the Dow Jones Industrial Average rose 0.9%, and the Nasdaq composite surged 3.1%, driven by declines in Brent crude and a rally in AI stocks.
- US stocks rise as oil falls and SpaceX soars in its debut on Wall Street
US stocks rose as oil prices fell and SpaceX surged in its Wall Street debut, marking the first AI industry IPO. The S&P 500, Dow Jones, and Nasdaq all gained, with SpaceX's stock jumping 25% to a $2.21 trillion valuation. Tensions with Iran eased after President Donald Trump called off strike threats, contributing to lower oil prices.
- As artificial-intelligence capital expenditures rise, so do the risks for AI stocks, Goldman Sachs tells investors
Goldman Sachs warns investors that rising artificial-intelligence capital expenditures are increasing risks for AI stocks. The firm suggests forecasts of $920 billion in AI-related capex by 2027 may be overly conservative.
- Asian shares slip after another sell-off of AI stocks on Wall St, while oil prices rise
Asian shares declined following a U.S. market sell-off in AI stocks, while oil prices rose due to tensions in the Iran war. Major U.S. indices like the S&P 500 and Nasdaq fell sharply, with companies like Nvidia and Broadcom seeing significant drops.
- AI stocks keep swinging sharply and drag Wall Street with them
AI stocks are experiencing sharp declines, dragging down major U.S. market indices like the S&P 500, Dow Jones, and Nasdaq. Super Micro Computer fell 18.4% after announcing a $7 billion fundraising plan, while Micron Technology saw significant intraday volatility. Market swings are linked to AI stock overvaluation concerns and anticipation of high-profile IPOs like SpaceX.
- Another sell-off for AI stocks drags Wall Street sharply lower
AI stocks experienced significant declines, dragging major Wall Street indexes like the S&P 500 and Nasdaq lower. Companies such as Micron Technology, Marvell Technology, and Advanced Micro Devices saw sharp drops, while OpenAI and SpaceX announced plans for IPOs. The sell-off overshadowed easing oil prices, which had previously supported market gains.
- Wall Street drops as AI stocks slide sharply again
AI stocks declined sharply, dragging down Wall Street indices like the S&P 500, Dow Jones, and Nasdaq. Micron Technology's stock swung from gains to losses, reflecting volatility in AI-related sectors. Easing oil prices provided some relief to airlines but did not offset broader market declines.
- This investing strategy has beaten the market with exposure to cheap AI stocks
The fund, utilizing a closed-end structure, has outperformed the market by investing in cheap AI stocks and maintaining a diversified portfolio.
- Wall Street ticks higher as AI stocks recover more losses and oil prices ease
The U.S. stock market rose as AI stocks rebounded from recent losses and oil prices declined. The S&P 500 gained 0.2%, the Dow Jones Industrial Average increased 0.4%, and J.M. Smucker surged 11.5% due to stronger-than-expected profits. Airlines like United and Delta also gained as oil prices fell 3.3%.
- Bitcoin Steadies Above $63,000 as the Crash-Cause Debate Rages
Bitcoin held above $63,000 in a consolidation phase as analysts debated the cause of a recent crash. AI stocks rebounded while crypto performance trailed ahead of inflation data release.
- Live markets: Bitcoin steady above $63,000, BNB, SOL edge higher as AI stocks rebound
Bitcoin remains steady above $63,000 while BNB and SOL show slight increases. AI stocks experience a rebound in the market.
- Bitcoin Price Holds Near $63,000 as Analysts Say Its Store-of-Value Thesis Remains Intact
Bitcoin traded near $63,000 after falling to a two-month low, driven by ETF outflows, macroeconomic uncertainty, and capital shifts to AI stocks. Analysts at Bernstein argue Bitcoin's 'store of value' thesis remains intact, citing institutional adoption and a price target of $150,000 for 2026. The CLARITY Act, aimed at regulating digital assets, advanced in Congress.
- AI stocks recover some of last week's sell-off, while oil prices come off their overnight highs
AI stocks rebounded from a steep Friday decline as Wall Street recovered, with semiconductor companies like Micron Technology and Marvell Technology seeing significant gains. Oil prices initially rose due to Israel-Iran tensions but retreated from overnight peaks. The S&P 500 and Nasdaq composite posted gains, while the Kospi index in South Korea dropped 8.3% before recovering.
- My family is selling a $2.6M home in Miami. We'd rather own OpenAI or Anthropic stock than keep it as a rental property.
A family in Miami is selling a $2.6M luxury home and is open to accepting shares in AI companies like OpenAI, Anthropic, or SpaceX as part of the payment. They believe AI stocks offer better long-term investment potential than maintaining the property as a rental.
- The Dow jumps 800 points as oil prices ease, but slumping AI stocks keep Wall Street in check
The Dow Jones Industrial Average rose 841 points as oil prices declined, but AI stocks like Broadcom fell sharply despite strong earnings. The S&P 500 gained 0.2% after a nine-day winning streak, while the Nasdaq composite dipped 0.2%. Companies such as Elanco Animal Health and Zoetis saw gains due to expectations of stronger profits linked to a screwworm fly outbreak in Texas.
- The coming equity surge will test the US bull run
The article discusses how a potential equity surge may challenge the current US bull market, with mega IPOs and share offerings testing investor interest in AI stocks.
- Crypto turns ‘contrarian bet’ as AI stocks draw investor attention: Bitwise
Bitwise's investment chief Matt Hougan notes that investors still believe in crypto but now prioritize fundamentals over market sentiment, as AI stocks attract attention. Crypto is described as a 'contrarian bet' in the current market environment.
- Crypto correction vaporized $176B in investor funds: Are bears back in control?
Bitcoin and altcoin prices declined sharply, with Bitcoin losing the $70,000 level. A $176 billion loss in investor funds has raised questions about a potential shift toward AI stocks impacting crypto markets.