AI Chip Stocks Rebound Modestly Led by Nvidia and AMD Ahead of Micron Earnings

Price Action
โดย GuruFocus·Read original
Summary · why it matters

AI and chip shares recovered modestly on Wednesday as investors looked ahead to Micron Technology's fiscal third-quarter results after the close. The Nasdaq Composite rose about 0.75%, while the S&P 500 gained nearly 0.75% and the Dow climbed almost 0.80%. Nvidia added about 1% even after Seaport Research kept a Sell rating, Advanced Micro Devices was little changed, and Broadcom rose about 1% after unveiling a new chip with OpenAI. Intel gained about 2%, while Qualcomm fell about 4% after confirming its $3.9 billion bid for Modular. Micron was still down about 1% but remained one of the stronger performers in the group, while Western Digital fell nearly 3% and Sandisk and Seagate Technology each lost around 2%.

Impact on stocks 12

Artificial Intelligence▲ · 4 stocks
Semiconductors▲ · 4 stocks
Cloud & Digital Infrastructure▲ · 2 stocks
Information Technology▲ · 1 stocks
Spatial Computing / AR/VR▲ · 1 stocks

Off-coverage companies 3

ModularPrivate± Mixed
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OpenAIPrivate± Mixed
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Seaport GlobalPrivate± Mixed
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