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Micron Earnings Lift Tech Mood as US Futures Trade Mixed

Micron beat earnings expectations and raised its outlook, while traders weighed Treasury yields and a busy schedule of economic reports.

AI-Fueled Tech Shares Cushion September’s Broader Market Slide

The Nasdaq rose 1.8% as gains in Meta and AMD contrasted with losses across the Dow and small-cap shares.

Stocks

AMD’s Trillion-Dollar Valuation Puts AI Growth Under Scrutiny

Data-center sales and customer commitments are growing, but investors are weighing lofty expectations and the risk of slower AI spending.

Stocks

Tech Reclaims Market Lead as Nasdaq Sets a Record

A sharp rally in AI-linked shares lifted the Nasdaq to a record, while an investor strategist argued the AI trade still has room to grow.

Oil Hopes and AI Bets Lift Stocks, but Risks Remain

A conditional Iran offer and Meta’s new AI assistant buoyed investors, while energy costs and uncertain diplomacy threatened the optimism.

Meta Rally and Cheaper Oil Lift Stocks as AMD Hits $1 Trillion

Meta’s Muse drew investor demand as easing crude prices helped stocks, while AMD joined the trillion-dollar club on Monday.

Chip Rally Pauses as Iran Hormuz Offer Sends Oil Lower

U.S. futures barely moved after a record-setting tech session, while conditional reopening news pushed crude prices down about 2%.

Wall Street and Chinese Funds Back Both Sides of AI Race

U.S. banks are helping Chinese tech firms raise billions as Chinese investors increase exposure to American AI and chip companies.

Stocks

AMD’s $1 Trillion Valuation Rests on Rapid AI Growth

A 107% jump in data-center sales and major AI chip agreements help explain AMD’s milestone, but investors are pricing in more growth.