Updated July 21, 2026, 4:12 p.m. ET Chip stocks are red hot again as investors come around to the idea that something once viewed as a threat to the artificial-intelligence trade might actually be a further spark.
Michael Brush Michael Brush is a columnist for MarketWatch. He is the publisher of the stock newsletterBrush Up on Stocks. Follow him on Twitter @mbrushstocks. Invest Market Updates ai,bear,bigtech,bull,earnings,financials,fintech,
July 21, 2026, 6:11 p.m. ET Super Micro Computer delivered good news to investors on Tuesday, sharing in preliminary results for its fiscal fourth quarter that the company’s gross margins are expected to double from previous
Why cheap Chinese AI models could actually be a boon for chip stocks Invest Market Updates Computers/Electronics,Software,Artificial Intelligence Technologies,Semiconductors,Computing,Computer Hardware,Industrial Electronics,Industrial Goods,Internet/Online Services,Integrated Circuits,
Wall Street’s AI divide: Inside the bull and bear cases for what comes next Invest Market Updates Investing/Securities,Corporate Strategy/Planning,Earnings,Funding/Capital,Information Technology,Capital Expenditure,Corporate/Industrial News,Artificial Intelligence/
By Heard on the Street Staff This is an edition of the Markets P.M. newsletter, a recap of the day’s most important markets moves, delivered after the closing bell. If you’re not
Outside the Box Is your emerging-markets fund an accidental bet on AI? Returns for these two ETFs show why it might be. July 20, 2026, 10:37 a.m. ET Suppose you already have substantial exposure to U.S.
Once the Magnificent Seven’s most enthusiastic fans, they are looking elsewhere for the next superstar tech stocks. investment News bfe-mustread,summary bullets,Artificial Intelligence Technologies,Semiconductors,Industrial Electronics,Industrial Goods,Manufacturing,Services,Technology,Dragonfly –
The surprise release of a breakthrough artificial-intelligence model from China intensified a selloff in chip stocks on Friday, fueling concerns about competition in AI and massive corporate spending that underpins its build-out. The anxiety pushed
The latest Market Talks covering Technology, Media and Telecom. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET. 0811 GMT – Shares of European semiconductor companies are sharply lower following another selloff in tech stocks
