In early 2026, the Magnificent 7 are no longer moving together. And they’re not moving the market. While smaller companies try to make a dent in their historic lagging trend versus tech stocks, the biggest of the big have become a drag on the broader market rather than its leading group. Based on Friday’s close, there’s a notable performance gap between Alphabet (GOOG) (GOOGL) and Amazon (AMZN) and the rest of the pack. Especially when we consider that this is over just two weeks’ time. More News from B ...

Nvidia (NVDA), Tesla (TSLA) and other tech stocks fell across the board Tuesday as President Trump’s escalation of trade war threats to Europe shook markets. Shares in AI chipmakers Nvidia and Broadcom (AVGO) dropped more than 3%. Tesla (TSLA) and Amazon (AMZN) sank nearly 3%, while Meta (META), Alphabet (GOOGL), and Apple (AAPL) dipped almost 2%. Oracle (ORCL) — the AI cloud provider carrying debt precariously close to junk-bond status — saw shares decline around 4%. Meanwhile, Nvidia-backed emerging AI ...

Core Insights - The "Magnificent Seven" tech stocks, including Nvidia, Apple, Alphabet, Amazon, Meta Platforms, Microsoft, and Tesla, experienced a decline of 1% to 2% at the start of the trading week due to rising geopolitical concerns leading to a broad market sell-off [1][8] - President Trump's threat of higher tariffs on several European countries unless the U.S. is allowed to acquire Greenland has contributed to market volatility [2][8] - Other tech and AI companies, such as Broadcom, Advanced Micro Devices, Oracle, and Palantir, also saw stock declines, impacting major indexes [4] Market Reactions - Investors are shifting from riskier assets like tech stocks to traditional safe havens such as gold amid heightened market volatility [5] - Analysts from Wedbush view the current sell-off as a buying opportunity, anticipating that tariff threats will subside as negotiations occur at the World Economic Forum [6] - UBS analysts expect the recent volatility to follow a familiar pattern, suggesting that tensions over Greenland should not alter the overall positive outlook on global equities [7]

The Dow Jones Industrial Average (^DJI) was down 559.24 points (-1.13%) today, January 20th, 2026, reflecting a broad market downturn. This significant decline was primarily driven by escalating geopolitical tensions following President Donald Trump's threat to impose new tariffs on eight NATO allies over their opposition to his desired purchase of Greenland. The prospect of a new trade war between the U.S. and Europe rattled investor confidence, leading to a widespread sell-off across equities and a flight ...

大摩在15号的一个报告中，提到"DRAM、高带宽内存（HBM）、NAND 及传统存储品类将迎来一轮斜率更陡的 上行周期，价格快速走高。" DRAM价格在元旦后都快要翻倍了，让很多服务器分销商们苦不堪言，采购流程超过一周，由于DDR的涨价，就 可能导致这笔生意是亏钱的了。 DDR4 32G去年12月份大概在2500，现在在4500左右；DDR4 64G原来在6500左右，现在在12000；Nand的涨价幅 度虽然也很夸张，但相对DRAM要小一些，主要是因为目前DRAM跟AI的关联度更高。 当前核心争议焦点正转向三个层面： 供给端能否实现产能追赶、真正的瓶颈环节在何处，以及由此衍生的结论 —— 存储市场的紧缺状态与定价权究竟会持续，还是逐步回归常态 。这个几个问题，我们在后面的文章中再来一 一解答。 存储为啥突然就成了瓶颈？ 随着模型上下文长度与并发量提升，KV Cache 所需存储呈线性增长，往往在算力达到极限前就耗尽高带宽内存， 使得推理任务逐渐向 存储受限 转变，这也倒逼行业从架构与软件层面优化存储效率。值得注意的是，AI 推理与 大模型训练的需求逻辑存在本质差异，且规模化难度持续加大；而上下文扩展、推理链 ...

记者｜黎雨桐 见习记者林芊蔚 编辑｜金珊 北京时间1月20日晚，美股三大指数大幅低开，截至23时20分，道琼斯指数跌1.37%，标普500指数跌 1.42%，纳斯达克综合指数跌1.72%。 中概股方面，纳斯达克金龙指数跌超0.78%，热门中概股普跌，小马智行跌超5.7%，B站跌超5%，蔚来 跌超4%。 | 虎虎科技国际 | 7.050 | -11.88% | | --- | --- | --- | | HUHU.O | | | | 晶科能源 | 27.000 | -8.47% | | JKS.N | | | | MICROALGO | 5.300 | -7.99% | | MLGO.O | | | | 世纪互联 | 9.760 | -7.53% | | VNET.O | | | | 亿航智能 | 13.375 | -7.50% | | EH.O | | | | 小马智行 | 15.369 | -5.71% | | PONY.O | | | | 昨 0 年 0 年 0 年 0 年 0 年 0 年 0 | 30.725 | -5.40% | | BILI.O | | | | 涂鸦智能 | 2.139 | -4.9 ...

Nvidia stock was dropping early on Tuesday, hit both by wider market jitters over President Donald Trump's drive to acquire Greenland and doubts about where the artificial-intelligence boom goes from here. ...

格隆汇1月20日｜英伟达股价跌幅扩大至3.3%，跌破180美元/股。 ...

每经AI快讯，1月20日，英伟达股价跌幅扩大至3.3%，跌破180美元/股。 （文章来源：每日经济新闻） ...

Nvidia stock (NASDAQ: NVDA) tumbled over 3% on Tuesday as the tech sector faced uncertainty over President Trump's escalating Greenland acquisition push, triggering a broad risk-off unwind. ...