Stock Futures Slide as Chip Stocks Extend Global Rout

Seeking Alpha14minutes ago

Lin Yuan: Investing in AI now carries a risk of 99.8%, or even 100%; the chip sector is overheated and at least halfway up the mountain.

Lin Yuan has always adhered to investing only in companies that generate profits which can truly be realized and secured, without requiring continuous capital injections to sustain growth, and follows a strict 'never sell' principle.

Zhitong Finance22minutes ago

Nasdaq Tumbles 1.5% Amid Selloff In Chip Stocks: Investor Sentiment Weakens, Greed Index Moves To 'Fear' Zone

Benzinga15:10

Micron has signed long-term agreements with Qualcomm and others to secure AI automotive memory supply.

Micron’s AI chips have entered the automotive market, partnering with giants like Qualcomm to seize the emerging opportunity in 'software-defined vehicles.' However, beneath the AI frenzy, undercurrents are stirring: concerned about slowing capital expenditures by cloud providers, Wall Street is quietly reducing its semiconductor exposure, and the high-stakes chip stock rally has now entered treacherous waters.

wallstreetcn14:25

Ross Gerber Slams 'Bubble Talk' as Earnings Season Begins: 'AI Is No Fad' and 'Valuations Are Quite Nice'

Benzinga12:56

Micron's stock has fallen 30% from its peak, yet Wall Street still calls it "the most important stock in the market."

On one hand, the stock price has been declining consecutively; on the other, analysts are issuing earnings forecasts significantly above current levels. After running 10,000 models, Trivariate Research concluded that Micron’s earnings peak may occur between 2028 and 2029, suggesting the AI boom may not yet be nearing its end.

Golden10 Data11:50