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The memory maker led the chip sector lower on Thursday, caught between a market-wide flight from AI stocks and a labor dispute that halted work on its new Taiwan fab.

Nov 6, 2026, 9:18 AM ET

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The Texas power producer led a broad selloff in data-center energy stocks after midterm results stirred fears of tighter rules on the AI buildout.

Nov 5, 2026, 9:20 AM ET

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UBS upgraded Rivian to buy from neutral, pointing to early demand for the new R2 SUV, and the electric-vehicle maker's shares jumped in Monday trading after a weak month.

Nov 3, 2026, 9:18 AM ET

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Oracle filed to sell $10 billion of stock and $10 billion of bonds to fund its data-center expansion, and shares dropped in Monday trading, five days after it had capped new fundraising through the end of the decade.

Nov 2, 2026, 1:44 PM ET

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Oracle's investor day put a date on positive free cash flow and a $30 billion goal for fiscal 2029, easing a year of questions about whether its data-center spending will pay off.

Oct 29, 2026, 10:34 AM ET

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An overweight call and a Street-leading $835 target extended a post-earnings run that carried Lockheed Martin above its summer peak.

Oct 27, 2026, 10:14 AM ET

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Barclays lifted Tesla to overweight and raised its target to $450, pointing to a potential combination with SpaceX, and the shares rose sharply in Monday trading.

Oct 26, 2026, 2:45 PM ET

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A Bloomberg report that SpaceX is seeking access to tens of thousands of U.S. cell sites sent AT&T and T-Mobile sharply lower on Friday.

Oct 26, 2026, 10:35 AM ET

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Adobe gained 3.9% on Tuesday to close at $256.73, a move that came on ordinary volume and without any company announcement to explain it.

Oct 21, 2026, 9:18 AM ET

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Morgan Stanley reiterated Amazon as a top pick and raised its price target to $350, betting cloud growth will accelerate, and the shares rose nearly 5% on Monday.

Oct 20, 2026, 9:11 AM ET

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The bank raised Intel to neutral from underweight on AI demand and better execution, lifting the shares in Monday trading after a steep weekly decline.

Oct 19, 2026, 1:47 PM ET

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The bitcoin-holding company fell on Friday after MSCI signaled it may bar firms like it from the benchmarks that passive funds track.

Oct 19, 2026, 9:22 AM ET

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Tesla's long-delayed Roadster, shown off overnight with SpaceX-built thrusters, lifted the stock as much as 6% early Friday before the week's tech selloff pulled it back below Thursday's close.

Oct 16, 2026, 1:48 PM ET

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Barclays cut Dell to equal weight on doubts about enterprise AI demand, and the stock fell for a second straight session.

Oct 16, 2026, 9:31 AM ET

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Oracle slid 8.8% Wednesday as hotter inflation data and rising worry over how the AI buildout is financed drove a selloff across cloud and chip stocks.

Oct 15, 2026, 9:18 AM ET

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Micron fell almost 4% Monday after a Chinese memory maker said it would push into the server-memory chips that carry Micron's richest margins.

Oct 13, 2026, 9:20 AM ET

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T-Mobile, Verizon and AT&T all dropped about 10% or more on Friday after SpaceX agreed to buy nationwide mobile spectrum, raising the prospect of a satellite rival for phone customers.

Oct 12, 2026, 9:28 AM ET

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Chipotle shares rose Thursday after the Financial Times reported Starbucks had explored acquiring the burrito chain, a deal neither company has confirmed.

Oct 9, 2026, 9:22 AM ET

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Shares of bitcoin's largest corporate holder fell 6.8% on Wednesday as a crypto sell-off pushed the token toward $83,000 and Treasury yields climbed.

Oct 8, 2026, 9:21 AM ET

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Union members at Micron's Taoyuan plant voted overwhelmingly to authorize a strike over a bonus dispute, and the memory maker's shares fell early before turning higher in afternoon trading.

Oct 7, 2026, 1:55 PM ET

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The Energy Department made a conditional commitment to lend Vistra up to $4.2 billion for reactor upgrades, and the power producer's shares rose nearly 11% on Tuesday.

Oct 7, 2026, 9:22 AM ET

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Citi set a Street-high $800 target and Mizuho and Stifel raised theirs, sending the chipmaker up more than 3% in Tuesday afternoon trading.

Oct 6, 2026, 1:58 PM ET

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The utility agreed to supply Google with new nuclear capacity on the PJM grid, confirmed a day after its shares rose 3.9% in Monday's nuclear-stock rally.

Oct 6, 2026, 9:24 AM ET

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The electric-vehicle maker handed over 486,532 cars in the third quarter, above analysts' expectations, even as the total slipped from last year's tax-credit-fueled record.

Oct 5, 2026, 9:21 AM ET

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The bitcoin-holding company rose with the cryptocurrency on Thursday as traders pared their odds of another Federal Reserve rate increase ahead of a weak jobs report.

Oct 2, 2026, 9:19 AM ET

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The utility will add 190 megawatts at Calvert Cliffs under a two-decade agreement with Amazon, disclosed after a 4% slide in Wednesday's session.

Oct 1, 2026, 9:24 AM ET

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A midstage trial showed the company's eloraTZP combination cut weight by 23.3% against 14.8% for tirzepatide alone, though dropout rates ran higher and the stock gave back a morning gain.

Sep 30, 2026, 1:45 PM ET

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The company wired its Muse assistant into tools such as Shopify, Stripe and QuickBooks on Tuesday, and the shares closed up more than 3%.

Sep 30, 2026, 9:20 AM ET

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Regulators paused certification of Boeing's largest single-aisle jet over a software flaw tied to aborted landings, and the shares sank to a fresh multi-month low.

Sep 29, 2026, 9:17 AM ET

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The chipmaker's board lifted its repurchase authorization to $235 billion, the largest single addition on record, and the stock rose in afternoon trading while the wider market fell.

Sep 28, 2026, 1:43 PM ET

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Super Micro climbed 4.2% on Friday as investors weighed the company's announcement this week that it had started shipping servers built on Nvidia's new Vera Rubin platform.

Sep 28, 2026, 9:32 AM ET

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Nike shares were little changed on Friday, holding just above a 12-year low, after Bank of America downgraded the stock and set one of the lowest price targets on Wall Street ahead of next week's earnings.

Sep 25, 2026, 1:50 PM ET

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Meta rose 4.5% Thursday to its highest close in months as its Connect event spotlighted new Muse AI features and hardware, and several banks lifted their price targets.

Sep 25, 2026, 9:19 AM ET

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Oracle fell about 4% in Thursday afternoon trading as credit-default-swap spreads on its bonds set a record and a report circulated of a contractual dispute at its giant New Mexico data-center project.

Sep 24, 2026, 1:45 PM ET

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A report that Meta's new Muse agent can complete trip bookings on its own sent Airbnb and the wider online-travel group lower on Wednesday, on volume close to triple its recent average.

Sep 24, 2026, 9:19 AM ET

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The burger chain's investor update laid out a decade of franchisee spending and fresh 2030 margin targets, and the stock fell toward a one-year low in afternoon trading.

Sep 23, 2026, 1:43 PM ET

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Micron rose 5% Tuesday as tighter memory supply and rising DRAM prices lifted chip stocks a week before the company's fiscal fourth-quarter report.

Sep 23, 2026, 9:16 AM ET

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The social-media company posted its best day in more than a year on Monday as its two-week-old Muse assistant topped app-store charts and its shopping ambitions divided the biggest names in online retail.

Sep 22, 2026, 9:10 AM ET

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The chipmaker touched a $1 trillion valuation in Monday afternoon trading, fronting a semiconductor surge tied to demand for the server processors that run Meta's new AI agent.

Sep 21, 2026, 1:42 PM ET

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The largest U.S. crypto exchange led digital-asset stocks higher on Friday after a burst of short covering pushed bitcoin back above $80,000.

Sep 21, 2026, 9:14 AM ET

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Netflix fell about 5% in afternoon trading Friday after Wells Fargo cut the streaming stock to underweight and set a $57 target, its fourth straight losing session.

Sep 18, 2026, 1:44 PM ET

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Arm shares rose 8.6% Thursday after CEO Rene Haas told CNBC the company can now secure enough manufacturing to fill the $2 billion in orders it has flagged for its AGI CPU data-center chip.

Sep 18, 2026, 9:12 AM ET

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The software company used its Dreamforce investor day to lift its fiscal-2030 sales goal above Wall Street's estimates, but shares have fallen for a second day as a Federal Reserve rate hike weighs on high-priced software names.

Sep 17, 2026, 1:39 PM ET

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Occidental fell 6.5% on Wednesday as oil prices slid, part of a broad decline in exploration-and-production shares with no company-specific news behind it.

Sep 17, 2026, 9:18 AM ET

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Reuters reported the two chipmakers are discussing US memory production for the first time, possibly at Intel's underused Ohio site, and Intel shares gained in Wednesday trading.

Sep 16, 2026, 1:42 PM ET

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A procedural vote in the Senate blocked the CLARITY Act from reaching the floor on Tuesday, and crypto-exposed shares sold off, with Coinbase down 10.10%.

Sep 16, 2026, 9:12 AM ET

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A day after a new Street-low Sell rating knocked GE Vernova down 8.6%, the shares steadied as fresh turbine orders and a bull's rebuttal drew the other side of the debate.

Sep 15, 2026, 1:37 PM ET

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A weekend call from AI-lab leaders to slow development sent investors into security software on Monday, lifting CrowdStrike 13.85% and Palo Alto Networks 13.09% even as chip stocks fell.

Sep 15, 2026, 9:22 AM ET

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An RBC Capital Markets initiation lifted Dell nearly 12% on Friday, extending a year in which the stock has roughly quadrupled on AI server demand.

Sep 14, 2026, 9:12 AM ET

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Apple shares rose more than 2% in Friday afternoon trading, extending a two-day gain ahead of Saturday's iPhone 18 Pro pre-orders and the first product launch since John Ternus became chief executive.

Sep 11, 2026, 1:45 PM ET

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The chipmaker unveiled a supply-chain AI partnership with Palantir on Thursday, but its shares fell about 2% in afternoon trading after reports that the Justice Department is examining its licensing deal with the startup Groq.

Sep 10, 2026, 1:42 PM ET

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Vertiv fell 9.6% Wednesday to $262.89 on more than double its usual volume, with no company news, as investors pulled back from the high-priced data-center infrastructure names that led the market higher.

Sep 10, 2026, 9:13 AM ET

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The stock rose as much as 7% in Wednesday trading, bucking a broad selloff, after Meta launched a consumer AI agent with paid subscription tiers that Wall Street read as the start of a new product cycle.

Sep 9, 2026, 1:40 PM ET

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A failed late-stage study of a competing lipoprotein(a) drug from Novartis raised doubts about Amgen's own cholesterol program and drove one of its worst days in years.

Sep 9, 2026, 9:18 AM ET

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The chipmaker's stock rose in Tuesday trading after it said it had crossed one million wafers on next-generation lithography and won a Wall Street upgrade, with a report of another price increase adding to the case.

Sep 8, 2026, 1:45 PM ET

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Micron rose 6.1% on Friday to close at $1,016.59, its first finish above $1,000, as stronger DRAM pricing expectations and AI data-center demand lifted memory shares on a down day for the market.

Sep 8, 2026, 9:11 AM ET

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Adobe will hand its top job to an enterprise-software executive on December 1, and investors sent the stock down 6.7% on Friday, days before quarterly earnings.

Sep 7, 2026, 9:11 AM ET

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Shares gained ground in afternoon trading as the long-planned handoff from Tim Cook took effect, even as a bond-market selloff pushed the broader tape lower.

Sep 1, 2026, 1:38 PM ET

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Tesla rose 5.5% on Monday as investors positioned for a September 3 Cybercab event in Austin, capping a month of momentum for the company's self-driving plans.

Sep 1, 2026, 9:17 AM ET

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Lilly agreed to pay up to $2.88 billion in cash for a private biotech developing antibody therapies for autoimmune and allergic disease, and its shares eased in afternoon trading.

Aug 31, 2026, 1:37 PM ET

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Strategy, the bitcoin-holding company once known as MicroStrategy, dropped more than 7% on Friday after a pullback in bitcoin dragged crypto-linked stocks lower.

Aug 31, 2026, 9:15 AM ET

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A group led by Stripe and Advent walked away from a reported bid for PayPal, and the stock gave back the premium that deal talk had built since July.

Aug 28, 2026, 1:50 PM ET

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Arm Holdings gained 3.93% Wednesday, extending a rally built on IBM's new dual-architecture mainframe processor and a round of raised price targets.

Aug 27, 2026, 9:16 AM ET

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Charles Schwab fell about 3% in Tuesday afternoon trading after Vanguard agreed to acquire Altruist, a custody platform built for the independent advisers Schwab dominates.

Aug 26, 2026, 1:38 PM ET

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Super Micro Computer rose 9.4% Tuesday after Cisco said it would sell the company's liquid- and air-cooled AI systems as part of its data-center portfolio.

Aug 26, 2026, 9:26 AM ET

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Advanced Micro Devices rose about 4% in Tuesday afternoon trading after Raymond James lifted its rating to Strong Buy, a day after chip stocks fell ahead of Nvidia's earnings.

Aug 25, 2026, 1:45 PM ET

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Micron closed Monday at $910.43, down 5.8%, the worst performer among the big memory names as investors trimmed chip positions two days before Nvidia reports.

Aug 25, 2026, 9:35 AM ET

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Nvidia traded near $210 on Monday, down from Friday's close, as semiconductor stocks pulled back ahead of the company's quarterly report on Wednesday.

Aug 24, 2026, 1:38 PM ET

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Coinbase Global climbed 8.2% Friday to $186.49 as bitcoin broke above $77,000 and President Trump used a White House meeting to press Congress on crypto market-structure legislation.

Aug 24, 2026, 9:12 AM ET

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Nevada regulators replaced a 10-vehicle cap with room for as many as 5,000 paid robotaxis, and Tesla shares rose more than 5% in Friday trading.

Aug 21, 2026, 1:42 PM ET

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Strategy jumped 7.8% on Thursday to close at $112.39 as bitcoin surged back above $70,000, lifting the company that holds more of the token than any other public firm even as the broad market fell.

Aug 21, 2026, 9:20 AM ET

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Merck jumped to the top of its three-month range after a late-stage melanoma study of its personalized mRNA vaccine met its main goal.

Aug 20, 2026, 9:16 AM ET

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GE Vernova dropped 6.9% on Tuesday to close at $1,004.53, giving back part of a long rally as climbing Treasury yields and a broad selloff hit high-priced growth stocks.

Aug 19, 2026, 9:15 AM ET

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ServiceNow dropped 5.1% on Monday to close at $117.70, as enterprise-software shares sold off after a report put Anthropic's quarterly revenue above $11.5 billion.

Aug 18, 2026, 9:24 AM ET

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Micron rose about 5% in afternoon trading Monday after Commerce Secretary Howard Lutnick said U.S. companies should not buy Chinese memory chips, extending an AI-driven run in memory prices.

Aug 17, 2026, 1:40 PM ET

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Advanced Micro Devices priced $4.75 billion of new notes this week, its largest debt offering on record, and the stock rose 6.5% on Friday as chip shares rallied.

Aug 17, 2026, 9:40 AM ET

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Netflix climbed to around $77 in Thursday trading after Bill Ackman's Pershing Square disclosed a new position, the fund's first in the streaming company since a costly 2022 exit.

Aug 13, 2026, 1:52 PM ET

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Honeywell dropped to $230.12 on Tuesday after management struck a wary tone on forward growth at a Deutsche Bank industrials conference, with no earnings behind the move.

Aug 12, 2026, 9:14 AM ET

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Phillips 66 closed above its three-month high on Monday as crude jumped on the Strait of Hormuz standoff, and the refiner cleared a major pipeline hurdle Tuesday morning.

Aug 11, 2026, 9:27 AM ET

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The chipmaker would issue new common shares to help pay for a capital-spending program it has been enlarging as AI demand climbs. The stock eased in Monday trading.

Aug 10, 2026, 1:42 PM ET

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Shares of the data-analytics company rose 10% on Friday to a three-month high, extending a rally that a fresh Bank of America endorsement and a broad software rebound carried further.

Aug 10, 2026, 9:28 AM ET

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Dell gave back part of a two-day sector surge on Thursday, with no company news behind the move and earnings still three weeks away.

Aug 7, 2026, 9:28 AM ET

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Intel rose with almost the entire semiconductor group on Tuesday, a sector-wide move that arrived without fresh company news.

Aug 5, 2026, 9:16 AM ET

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The database company, still down sharply for the year, rose to $141.85 on Monday as a market-wide rally lifted big technology and buyers returned to last week's Google Cloud partnership.

Aug 4, 2026, 9:18 AM ET

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The agency issued an amended type certificate for the smallest MAX jet on Monday, closing out a review that ran close to a decade and clearing the way for launch customer Southwest Airlines to eventually take delivery.

Aug 3, 2026, 1:39 PM ET

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Micron jumped with the memory group on Thursday after Samsung posted record results and warned the chip shortage would run into 2028, reviving demand confidence.

Jul 31, 2026, 9:12 AM ET

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Micron fell with the memory group after ChangXin Memory's blockbuster Shanghai listing revived fears of Chinese price competition, days ahead of SK Hynix and the big cloud buyers' results.

Jul 29, 2026, 9:16 AM ET

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A run of bullish analyst notes on Shopify's place in AI-driven shopping helped lift the stock to its strongest session in weeks, days ahead of its August 5 earnings report.

Jul 28, 2026, 9:20 AM ET

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A Bank of America note and a Morgan Stanley call that memory prices have further to run helped storage and memory stocks rebound Tuesday, with Micron out front.

Jul 22, 2026, 9:20 AM ET

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Oracle fell 4.0% on Monday to a fresh 52-week low, extending a monthlong decline built on questions about its debt-funded AI buildout and heavy reliance on OpenAI.

Jul 21, 2026, 9:18 AM ET

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The server maker fell more than 8% on Thursday — the steepest drop among the large chip and hardware names Bellwize tracks — as the whole AI-hardware complex sold off together.

Jul 17, 2026, 9:13 AM ET

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Shares of the payments company posted one of their best sessions in years after news reports described a takeover approach none of the parties has confirmed.

Jul 16, 2026, 9:09 AM ET

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The chip-design company slid on Monday in light-volume trading as a steep drop in Asian memory-chip shares dragged high-valuation semiconductors lower across the board — with no company-specific news from Arm.

Jul 14, 2026, 9:17 AM ET

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CrowdStrike shares slipped 5.66% Friday in below-average-volume trading, a pullback market commentary tied to profit-taking after a strong run and to lingering volatility from the company's early-July stock split.

Jul 13, 2026, 9:15 AM ET

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Meta shares rose nearly 6% Friday, closing out their strongest week in more than two years after a run of artificial-intelligence product launches.

Jul 12, 2026, 4:34 PM ET