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US stocks: Some US investors pivot to infrastructure amid broader AI selloff
https://img.etimg.com/thumb/msid-128568489,width-1200,height-630,imgsize-162842,overlay-etmarkets/articleshow.jpg As Wall Streetās love affair with artificial intelligence heavyweights cools, some investors are pivoting to infrastructure companies they expect to benefit from AI capital spending, a shift that is spawning a slew of new products. After huge gains in recent years, shares in AI techā¦
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European markets down and Asian chipmakers tumble in global stock sell-off amid worries over AI bubble ā business live | Business
Deutsche Bank: Growing chorus of āwhether we might be on verge of equity correctionā Jim Reid, analyst at Deutsche Bank, said there is talk of whether we are āon the verge of an equity correctionā. The last 24 hours have brought a clear risk-off move, as concerns over lofty tech valuations have hit investor sentiment. Markets compounded these losses in the early hours of Asian trading but haveā¦
Stocks Settle Mostly Higher as AI Frenzy Boosts Chipmakers
TheĀ S&P 500 Index ($SPX) (SPY) on Monday closed up +0.36%,Ā the Dow Jones Industrials Index ($DOWI)Ā (DIA) closed down -0.14%, and theĀ Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.78%.Ā December E-mini S&P futures (ESZ25) rose +0.37%, and December E-mini Nasdaq futures (NQZ25) rose +0.75%. Stock indexes mainly settled higher on Monday, with the Nasdaq 100 posting a new all-time high.Ā Advanced Microā¦
Samsung follows Micron with Q4 DRAM price hikes of up to 30%
September 22, 2025 /SemiMedia/ ā Samsung Electronics has informed clients it will raise contract prices for DRAM and NAND in the fourth quarter, following Micronās recent suspension of quotes and price hike announcement. According to supply chain sources, Samsung plans to increase DRAM prices by 15% to 30%, covering LPDDR4X and LPDDR5/5X products, while NAND prices will climb by 5% to 10%. Theā¦
China accuses Nvidia, other US chipmakers of monopoly and dumping
China has used antitrust and anti-dumping regulations to curbĀ American chipmakersĀ after the United States added 23 Chinese firms to its Entity List for national security reasons. Citing aĀ preliminary investigation, the State Administration for Market Regulation (SAMR) said Monday that Nvidia, the worldās largest graphics processing unit (GPU) maker, violated Chinaās antitrust regulations, as itā¦
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Emerging applications like AI, ML, (HPC) virtualization and quantum computing are driving bandwidth and scale at an a Network Test.
US chipmakers may see greater tax credit if Trump's spending invoice passes
The semiconductor business may see an enormous tax profit if the Trump administration is ready to go the present model of its spending invoice. The newest draft of the Trump administrationās āHuge, Lovely Invoice,ā which already handed within the Senate, will elevate the tax credit score for chipmakers constructing manufacturing crops within the U.S. from 25% to 35%, as initially reported byā¦
However, despite the dismal news, Intel stocks have risen by 7.2% this year, outperforming both Nvidia and AMD, which have dropped by almost
