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technology stocks
131 TokenPost stories are tagged technology stocks. The newest appear first.
Latest technology stocks stories
- AI bubble could drag down broader stocks as valuations and investment returns raise concerns
Frank Giustra warned that stretched AI valuations and uncertain returns on heavy spending could spread a sector correction across the broader stock market.
· Investing
- U.S. Stocks End Lower as AI Weakness Weighs on Major Indexes
Investors also rotated into other technology names and economically sensitive sectors during Thursday’s session.
· Investing
- Micron Leads 10 Tech Stocks With Strong Buy Ratings for 71 to 492 Days
Micron's rating had lasted 492 days as of Nov. 12. Sandisk followed at 267 days, and Arrow Electronics at 228 days.
· Investing
- Super Micro Computer Shares Fall 5% After Wednesday Rally
The stock traded at $28.80 during Thursday morning trading, down $1.61 from Wednesday’s close.
· Investing
- Investors Appear to Shift Toward Defensive Stocks as Tech Weakens
The Nasdaq Composite remains down 0.7% for November after an October decline, while defensive-sector indexes have risen over the past month.
· Investing
- Micron Shares Rise Just Over 13% as Monthlong Slide Reverses
The shares traded at $823.86 in early-afternoon trading, up $98.75 for the session. They were up less than 2% at 9:40 a.m. ET.
· Investing
- Lumentum Holdings Inc. Shares Gain About 15.5% in Tech Rally
At 12:20 p.m. ET, the shares traded at $671.80, up $90.28. The XLK technology sector ETF had gained just over 4%.
· Investing
- Penguin Solutions Shares Rise 10% as Technology Stocks Advance
Shares gained $4.42 to $49.06 in late-morning trading Wednesday (ET).
· Investing
- JPMorgan Strategist Sees an Opening in AI Suppliers After Selloff
The strategy favors technology over energy and defensive sectors, while tighter computing capacity may support cloud providers’ pricing power, margins and cash flow over the medium term.
· Investing
- JPMorgan Favors Technology, Sees Opening in AI Supply Chain
The bank recommends buying 12-month winners and shorting stocks that led over three months. It sees limited near-term upside for cloud providers but possible medium-term benefits from tighter computing supply.
· Investing
- Ahuja Says Inflation Could Constrain Fed’s Ability to Ease Policy
He said higher financing costs and longer approval timelines could lower returns on capital-intensive AI projects, even if demand meets expectations.
· People
- Tom Lee Says Tech Selloff Hit a Bottom as VIX Structure Normalized
He pointed to Monday’s advance despite negative weekend headlines and said the VIX term structure had returned to normal after inverting last week.
· People
- UBS Forecasts $1 Trillion in AI Capital Spending for 2026
The bank characterized a recent technology-stock sell-off as investor repositioning and de-risking in AI-linked sectors, not a structural drop in AI demand.
· Investing
- Dario Perkins Warns Dip-Buying May Fail as Tech Echoes Dot-Com Peak
The TS Lombard executive sees parallels in persistent dip-buying, technology supply bottlenecks and confidence that higher rates would spare tech stocks.
· Insights & Views
- HSBC Says Technology Stock Pullback Has Become Excessive
The bank said current valuations reflect much of the downside risk and recommended adding exposure during the selloff.
· Investing
- Cathie Wood Expects U.S. Stock Rally to Continue Into 2027
She cited AI agents and autonomous taxis as potential drivers, while naming higher financing costs as a risk for technology stocks.
· People
- Hedge Funds Sell Tech at Near-Record Pace as AI Trade Faces Reassessment
Technology was the most net-sold sector globally and in the United States. U.S. fundamental long-short funds cut gross leverage by 8.7 percentage points to 207.5%.
· Investing
- Nvidia Falls 4.89% as U.S. Tech Stocks Split Before Market Open
Apple, Microsoft and other major technology stocks rose, while optical communications, storage and computing-cloud shares mostly declined.
· Investing
- SoftBank Shares Climb 12% as Asian Tech Stocks Rally After Wall Street Rebound
Lower oil prices and renewed buying in chip stocks accompanied gains across Japan and South Korea.
· Investing
- Credo Technology Group Holding Ltd. Shares Rise Just Over 10% in Tech Rally
The company develops high-speed connectivity solutions for artificial intelligence, cloud computing and hyperscale networks.
· Investing
- Nvidia Shares End Nov. 6 Week Lower Ahead of Fiscal Third-Quarter Results
Nvidia will report on Nov. 17 after forecasting $108 billion in fiscal third-quarter revenue, plus or minus 2%.
· Investing
- Most S&P 500 companies resemble bonds as AI challenges corporate growth, Visser says
Jordi Visser likens 492 S&P 500 companies to bonds and eight to call options, arguing that AI erodes competitive advantages while forcing technology leaders to spend heavily on uncertain rewards.
· Insights & Views
- Technology Stocks End Week Down 3% After Two Weeks of Swings
Stocks rebounded Friday. Investors had reacted to major AI spending plans and the Democratic Party’s midterm-election landslide.
· Business
- Investors Weigh Anthropic IPO Valuation at $1.2 Trillion to $1.3 Trillion
The range remains unsettled, and Anthropic plans to start a formal IPO roadshow next week.
· Business
- U.S. Stock Futures Rebound as Strategists See Rotation and Volatility Persist
The Nov. 6 bounce followed a steep selloff after Democrats won control of Congress. Strategists also questioned whether AI infrastructure spending can deliver the earnings and cash flow investors expected.
· Investing
- AI reliability gap could trigger a sharper tech stock correction, Levin warns
John Clark Levin warned that AI’s reliability gap could drive a deeper tech stock correction, while demand for data centers would remain resilient to political changes.
· Insights & Views
- Anthropic IPO Could Raise About $80 Billion or Be Delayed
That would be below the up to $100 billion contemplated. Some prospective investors want to review October results before deciding whether to participate.
· Business
- U.S. Tech Selloff Dents Bets on a December Fed Rate Hike
The Bank of England voted eight to one to raise its policy rate to 4%, its first increase in more than three years.
· Investing
- CEO Says Number of Hedge Funds in Liquidation Is Highest Since 2009
The unnamed executive called the liquidations necessary and part of a market-bottoming process, while warning that more downside pressure remained.
· Investing
- Raymond James CIO Favors Tech Over Health Care as AI Investment Continues
Larry Adam says health care valuations are at a 20-year high and favors mega-cap technology, semiconductor infrastructure, cybersecurity and hyperscalers.
· Investing
- Elon Musk Loses $91.2 Billion as U.S. Stocks Sell Off Sharply
The Nasdaq Composite fell as much as 5.35%, while the Philadelphia Semiconductor Index slid as much as 11.6% in Thursday’s session.
· Investing
- Nasdaq Drops More Than 5% Intraday as Wall Street Tech Selling Returns
The S&P 500 was down 3.4% at 10:56 a.m. ET on Nov. 5, as major U.S. stock indexes retreated after the prior session’s gains.
· Investing
- AI hopes masked weaker tech fundamentals as investors turn more selective on pricing
Rich Bernstein said heavy risk-taking and weaker tech fundamentals compounded the selloff, with AI optimism giving way to closer scrutiny of valuations and financing terms.
· Investing
- Cloudflare Shares Jump 17.76% to $287.34 in Friday Trading
The intraday quote puts Cloudflare's NET shares at $287.34 during Friday's session.
· Investing
- Jason Calacanis Says He Put Idle Cash Into Eight Companies
He sees another 10% decline in technology valuations as an ideal buying point and predicted markets would eventually reach all-time highs.
· Insights & Views
- Wall Street Firms See Year-End U.S. Stock Gains as Retail Buying Persists
CTA equity positions were near their lowest level since 2018. HSBC sees a successful Anthropic IPO as a possible catalyst for technology stocks.
· Investing
- Bitcoin Hits Seven-Week Low as Crypto Liquidations Reach $1.26 Billion
Long positions made up 88.6% of the forced closures, while the broader crypto market fell 4.9% over 24 hours.
· Investing
- Anthropic IPO Valuation Faces Pushback After Tech Selloff
Three prospective major investors doubt the $1.5 trillion target is attainable, and one sees a likely valuation closer to $1 trillion. Investors also question whether the roadshow can start during the week of Nov. 9.
· Business
- Hedge Funds Net-Sold $20 Billion in Tech Stocks as AI Net-Long Positions Were Erased
Walleye Capital lost 5.9% in October, its worst monthly performance since March 2020, as several hedge funds also posted losses.
· Investing
- Nasdaq Selloff Erases $1.04 Trillion From Seven Largest Tech Stocks
The index posted its steepest one-day decline in 19 months. Estimated market value losses reached $2.9 trillion for S&P 500 companies.
· Investing