Market Recap: A "Sell the News" Event for TechThe U.S. stock market experienced a volatile session on Thursday, February 26, 2026, as investors grappled with a classic "sell the news" reaction to blockbuster earnings from the world’s leading artificial intelligence chipmaker. Despite reporting financial results that shattered Wall Street expectations, the technology sector led a broader market decline, pulling the major indexes away from their recent record highs.The tech-heavy Nasdaq Composite (^IXIC) was ...

Exclusive: ASML says next-gen EUV tools ready to mass-produce chips, marking key shift for AI chip production | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Logo of ASML is displayed at the company's booth at the 8th China International Import Expo (CIIE) in Shanghai, China, November 5, 2025. REUTERS/Maxim Shemetov/File Photo [Purchase Licensing Rights, opens new tab]- Companies- Summary- Full integration into manufacturing expect ...

Nvidia (NASDAQ:NVDA), which develops GPUs and AI solutions for gaming and data centers, closed Thursday at $184.89, down 5.46%. The stock fell after blockbuster Q4 results and strong guidance failed to ease AI-bubble worries. Investors are watching how sustained AI infrastructure demand translates into future data center growth.Trading volume reached 351.1 million shares, about 104% above its three-month average of 171.8 million shares. Nvidia IPO'd in 1999 and has grown 450,665% since going public. How t ...

STMicroelectronics Publishes its 2025 Annual Report Form 20-F Geneva, February 26, 2026 - STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, published its Annual Report on Form 20-F for the year ended December 31, 2025 and filed it with the United States Securities and Exchange Commission (SEC). The Company’s Form 20-F based on U.S. GAAP and complete audited financial statements is available at www.st.com and will be available at ...

The S&P/TSX composite index was up 374.63 points at 34,501.96.In New York, the Dow Jones industrial average was up 17.05 points at 49,499.20. The S&P 500 index was down 37.27 points at 6,908.86, while the Nasdaq composite was down 273.70 points at 22,878.38.He said markets have gotten used to U.S. market leadership, particularly among large-cap names.“I think since around the mid-fourth quarter last year … we’ve seen a real shift where a number of trends that had been in place for many years have started to ...

It's no secret that demand for artificial intelligence (AI) has inspired something of a renaissance for the semiconductor industry. Thanks to surging demand for AI chips over the last few years, companies such as Nvidia, Broadcom, and Taiwan Semiconductor Manufacturing have experienced pronounced upswings in their stock prices -- with each now handily a member of the exclusive trillion-dollar club. As AI hyperscalers like Microsoft, Alphabet, Amazon, Meta Platforms, and OpenAI double down on their infras ...

Group 1 - The chip maker experienced a post-earnings drop, indicating that despite better-than-expected results, market indexes remained largely unaffected [1] - The earnings season has shown that positive financial results have not significantly lifted overall market performance [1] Group 2 - The performance of the chip maker reflects broader industry trends where strong earnings do not guarantee stock price increases [1] - This situation highlights a potential disconnect between corporate earnings and market valuations within the technology sector [1]

[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketStocks opened lower and stayed under pressure for most of the day, even after Nvidia and Salesforce dropped their latest earnings.The big disappointment was Nvidia—despite beating on both earnings and revenue, shares got pumped early then dumped about 5%, putting it on track for its worst day since April.Traders basically shrugged off the numbers and took profits. Other chip names followed suit: Broadcom, Lam Research, We ...

Global spending on artificial intelligence (AI) is forecast to reach $2.5 trillion in 2026, up 44% year over year, according to the researchers at Gartner. A significant portion of that money is expected to be allocated to AI infrastructure and AI software as businesses race to deploy generative AI at scale. Investors with $1,000 that they are ready to put to work in the market should consider opening stakes in technology companies such as Advanced Micro Devices (NASDAQ: AMD) and Palantir Technologies (N ...

Geopolitical risks remain a negative for stocks. Tuesday evening, President Trump said Iranian officials are "again pursuing their sinister nuclear ambitions," boosting speculation that the US may be preparing a military strike on Iran in the coming days. Last Friday, President Trump said that he’s considering a limited military strike on Iran to ramp up pressure on the country to strike a deal over its nuclear program and gave them a March 1-6 deadline for an agreement over the country’s nuclear activities ...