Stocks Fall from Early Highs as Chipmakers Retreat

Price ActionCommodity
โดย Barchart·Read original
Summary · why it matters

Stock indexes gave up early gains and are trading mixed, with the Nasdaq 100 falling to a 2.5-month low. The S&P 500 is up 0.11%, the Dow Jones Industrial Average is up 0.54%, and the Nasdaq 100 is down 0.46%. Weakness in chipmakers is weighing on the broader market as investors rotate out of semiconductor and AI-infrastructure stocks and into beaten-down sectors such as software. The iShares Semiconductor ETF is down more than 3%, with Sandisk down more than 11% and Advanced Micro Devices and Western Digital down more than 6%. Energy producers are also sliding amid a more than 6% decline in crude oil prices after the US and Iran held off attacks for a third straight day, easing geopolitical risks. Software stocks are rallying, with Workday up more than 8% and Atlassian up more than 7%, while airline and cruise line operators are climbing on the drop in oil prices.

Impact on stocks 45

Semiconductors▼ · 8 stocks
Sandisk Corp
SNDK
▼ NegativeDemandrelevance

Sandisk down more than 11% amid weakness in chipmakers and rotation out of semiconductor stocks.

Cloud & Digital Infrastructure± Mixed · 8 stocks
Western Digital Corporation
WDC
▼ NegativeDemandrelevance

Western Digital down more than 6% as chipmakers retreat and investors rotate out of semiconductor stocks.

Atlassian Corp Plc
TEAM
▲ PositiveDemandrelevance

Software stocks rallying, with Atlassian up more than 7% as investors rotate into beaten-down software sectors.

Workday Inc
WDAY
▲ PositiveDemandrelevance

Software stocks rallying, with Workday up more than 8% as investors rotate into beaten-down software sectors.

Artificial Intelligence▼ · 7 stocks
Advanced Micro Devices Inc
AMD
▼ NegativeDemandrelevance

Chipmakers retreat as investors rotate out of semiconductor and AI-infrastructure stocks, with AMD down more than 6%.

Energy▲ · 6 stocks
Industrials▲ · 5 stocks
Energy Transition & Power Demand▲ · 2 stocks
Consumer Discretionary▲ · 2 stocks
Biotech & Genomic Medicine▲ · 2 stocks
Quantum Computing▲ · 2 stocks
Carbon Removal (DAC)▲ · 1 stocks
Defense & Geopolitical Fragmentation▲ · 1 stocks
Space Economy▲ · 1 stocks
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