The rise of low-cost AI does not equal an investment collapse! The world's largest asset manager assesses that chip stocks have been oversold.

① Over the past few weeks, chip stocks such as SanDisk and Micron Technology have plummeted from being Wall Street’s biggest AI winners to among the worst performers, but BlackRock believes investors may have misjudged the situation; ② BlackRock recently stated that the recent sharp sell-off in technology and semiconductor stocks constitutes an 'overreaction' and warned that the market is conflating a 'shift in the AI competitive landscape' with a 'collapse in AI investment.'

cls.cnJul 23 05:26 ET

Is the recent pullback in chip stocks merely temporary? JPMorgan: Q2 earnings season will sound the starting gun for the next rally!

① JPMorgan believes the recent decline in semiconductor stocks does not mark the beginning of a long-term downturn, but rather a consolidation phase ahead of the next upward move; ② The bank notes that semiconductor stock prices have increasingly diverged from fundamentals, and technical indicators also show an 'oversold' condition, recommending accumulation over the summer; ③ It forecasts that AI-driven DRAM supply-demand tightness will persist through 2028, with the Q2 earnings season serving as the catalyst for the next rally.

cls.cnJul 20 06:34 ET

Has the AI bull market ended? The market is filled with uncertainty.

Despite strong earnings and aggressive capital expenditure plans from major tech firms, their stock prices have remained stagnant—a puzzling divergence that is confounding Wall Street. Nomura Securities has warned that the end of the AI boom, once framed in three scenarios, has now evolved into four intertwined pathways, with the cost-benefit calculus growing increasingly blurred. The sharp selloff in semiconductors alongside gains in software suggests a quiet repricing by investors, while bond markets have so far shown no signs of pricing in rate cuts, indicating that the market has yet to fully price in the end of the AI rally.

wallstreetcnJul 17 23:46 ET

As the Philadelphia Semiconductor Index enters bear market territory, the 'Kimi Moment' floods Wall Street!

① This Friday (July 17), the Philadelphia Semiconductor Index—a key benchmark closely watched by the global technology sector—officially entered a technical bear market; ② Prior to this, a frenzied bull run driven by memory chips had propelled the index to double in just three months, but those extraordinary gains have now been significantly unwound…

cls.cnJul 17 21:48 ET

SkyWater Shareholders Back Board Slate and Auditor Retention

TipRanksJun 16 17:04 ET

Wall Street Debates 'Tokenomics': Is the AI Bill Spiraling Out of Control?

Token price indices have declined for seven consecutive days, fueling Wall Street’s anxiety over spiraling AI costs. JPMorgan dismissed the pullback as merely a 'minor speed bump,' while Citadel argued that the core constraint on AI adoption has shifted from 'best model performance' to 'cost and scarcity,' with users rapidly migrating toward cheaper alternatives. Is this a sign of peaking AI demand, or are users simply flocking en masse to lower-cost models? The answer will directly reshape valuation frameworks for NVIDIA, cloud providers, and the entire AI hardware supply chain.

wallstreetcnJun 10 22:36 ET