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THEAMERICANCONSERVATIVE (David Brady) - Technology Stocks Face Uncertainty Following Previous Day Sell-Off

State of the Union: Worries over an AI bubble and rate hikes helped to drive down tech stocks. The post Technology Stocks Face Uncertainty Following Previous Day Sell-Off appeared first on The American Conservative .

The NASDAQ composite index ended Tuesday down 2.2 percent, a dive driven by falling tech stocks. AI and chip stocks spearheaded the decline, with key companies like Tesla (TSLA ), and Nvidia (NVDA ) down 5.82 and 3.91 percent respectively over the past five days.  One key driver of the decline was fear ahead of earnings reports from Micron Technology, a key chipmaker, after market close on Wednesday. Micron fell 13 percent on the day, alongside the South Korean chipmakers Samsung Electronics and SK Hynix, which fell 12 percent over the same period.  These declines come as major AI companies, OpenAI and Anthropic, plan to offer shares on the public markets, raising questions about their long-term profitability.  Corporate…Open

AXIOS (Nathan Bomey) - AI bubble fears send tech stocks plunging

Tech stocks shriveled up Tuesday as fears about an AI bubble sapped market momentum. Why it matters: Chatter about a bubble has been prominent in recent months but hasn't yet delivered a long-lasting blow to stocks. Driving the news: The tech-heavy Nasdaq Composite Index fell 2.5% shortly after the opening bell. - The broad S&P 500 index was down roughly 1%. Zoom in: It's a particularly ugly day for chip memory and data storage stocks. - They suffered some of the worst declines early, after a 10% overnight drop in South Korea's KOSPI index, which is dominated by memory chip makers Samsung Electronics and SK Hynix. - In the U.S., memory chip maker Micron dove more than 10% in early trading, storage device maker Sandisk plunged more than…

NYTIMES (Max Kim) - Samsung Averts a Walkout With Big Bonuses, but Discord Over A.I. Profits Brews

Samsung Electronics, a global memory chip supplier, has been a major beneficiary of the A.I boom. It has also become the center of a debate over how to divide its spoils.