What's the newest brick, Stephen? >> Well, the newest brick is the Iran war. The brick before that was AI is going to destroy the world and free cash flows are declining. >> So, the AI D disruption story, by the way, is still going on, too. And >> that's still out there for us once we get through. I mean, we just before the war started somewhat preciently, we had no idea, but we did lower our target for the S&P for the year largely because of that story, right? >> And taking down our multiple on the market. ...

The Micron Technology offices in San Jose, California, US, on Tuesday, Dec. 16, 2025.Micron shares plummeted 10% on Monday, continuing the memory maker's significant post-earnings sell-off.The company snapped a six-day slide on Friday with a modest gain, but with Monday's loss, the stock is down 30% since its blowout earnings report on March 18. Other tech names also saw big losses Monday as oil climbed with the Iran war entering a fifth week and President Donald Trump threatening to destroy the country's o ...

The U.S. stock market exhibited a stark divergence on Monday, March 30th, 2026, as blue-chip stability clashed with a significant retreat in technology and small-cap equities. While the Dow Jones Industrial Average managed to eke out a modest gain, the broader market struggled under the weight of surging energy costs and a sharp sell-off in the semiconductor sector. Volatility remained a central theme for investors, with the CBOE Volatility Index (^VIX) holding at a heightened level of 30.42, despite a slig ...

Goldman Sachs initiated coverage of Qualcomm (NASDAQ: QCOM) with a Neutral rating and a $135 price target, reflecting a balanced risk-reward profile. The firm described Qualcomm as a leading fabless semiconductor designer, widely recognized for its Snapdragon processors used in smartphones. It noted that the company is actively pursuing diversification by leveraging its intellectual property to expand into adjacent markets such as automotive, personal computers, and data centers. However, Goldman Sachs said ...

Let's take a look at the bigger picture. Tyler Herage is with us, partner vertical research advisory. You know, how do you sort of navigate this kind of market, right.I mean, I know the president is really trying to put this outlook that they really want to wrap it up, but at the same time, it doesn't seem like Iran's participating as quickly to end it. >> Well, that's right. It doesn't seem like there's an exact end date on the horizon which certainly has the market worried here even more than the fears th ...

The impact of artificial intelligence (AI) has been far-reaching, changing the tech landscape as we know it. These next-generation algorithms are promising to streamline time-consuming tasks, resulting in significant increases in productivity. The scramble to adopt AI has shifted the demand for data centers into high gear, and foundries are churning out AI-capable semiconductors as fast as they can make them. Memory chips, including high-bandwidth memory (HBM), DRAM, and NAND, play a critical role in AI pro ...

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. The S & P 500 struggled to hold on to its gains to start the holiday-shortened week of trading. After a nice early morning pop following President Donald Trump's latest comments on the war in Iran, the market reversed and was led lower by the tech-heavy Nasdaq. U.S. oil benchmark West Texas Intermediate crude climbed back above $100 per b ...

Nasdaq 10023,031.60 -0.31% Russell 20002,421.00 -0.92% FTSE 10010,099.40 +1.88% Nikkei 22551,167.30 -0.66% Stock Market Live March 30, 2026: S&P 500 (SPY) Up on President Trump Optimism Investing This 1 Tech Stock is Worth Buying Hand-Over-Fist, Even in This Environment This 1 Tech Stock is Worth Buying Hand-Over- Fist, Even in This Environment - 24/7 Wall St. S&P 5006,362.30 0.00% Dow Jones45,370.80 +0.58% By Omor Ibne EhsanPublished Mar 30, 2:30PM EDT Quick Read This stock is special among chip stocks ...

TSMC's stock (NYSE:TSM) has surged 92% over the past year, driven by robust demand in the AI chip market and strong financial performance. Insider confidence is evident as Vice President Lin Shyue-Shyh increased his holdings, aligning with TSMC's optimistic AI growth forecast (CAGR in the mid- to high-50% range from 2024 to 2029). Key financial metrics highlight TSMC's solid fundamentals, including a P/E ratio of 31.08, current ratio of 2.62, and debt-to-equity ratio of 0.20, making it an attractive long-t ...

The Tel Aviv Stock Exchange fell sharply today. The Tel Aviv 35 Index fell 1.89% to 4,022.57 points, the Tel Aviv 125 Index fell 1.98% to 3,941.78 points; and the BlueTech Global Index fell 1.52% to 659.59 points. The All Bond corporate bond index fell 0.16% to 419.30 points. Turnover totaled NIS 7.49 billion in equities and NIS 11.66 billion in bonds. On the foreign exchange market, the representative shekel-dollar rate was set 0.667% higher from Friday, at NIS 3.170/$, and the representative shekel-euro ...