US institutional investors survey: Nvidia still the most popular, Broadcom catching up, concerns with Micron, bearish on AMD.

According to Citigroup's survey, with Broadcom acquiring more AI customers and adding value from VMware, it is catching up with Nvidia as the largest holding for investors, while investor sentiment towards Nvidia has cooled down.

wallstreetcn23:49 ET

AI Startup Cohere Sees Valuation Soar to $5.5B After New Funding Round - Report

Seeking AlphaJul 22 10:09 ET

US stocks closed with all three major indices falling, with the S&P Nasdaq index seeing its largest weekly decline in three months. Technology stocks weakened, with Tesla down more than 4%, Nvidia down more than 2%, and CrowdStrike down more than 11%.

Investors accelerated their escape from technology stocks, with stocks and bonds in Europe and the United States being hit hard for two days. This week, the S&P 500 and Nasdaq fell by about 2% and 3.7%, respectively. The Nasdaq stopped its six-week continuous rise, while the Dow and small-cap indices rose by 0.7% and 1.7%, respectively. Chip stocks fell more than 3% on Friday and nearly 9% for the week. Nvidia also fell more than 8.7% for the past three months, making it the worst performer. The "seven sisters of technology" all fell for the week, and cybersecurity leader Crowdstrike, which triggered a global technology outage, fell 11% on Friday, the worst in nearly two years. The VIX panic index rose more than 32% for the week.

wallstreetcnJul 19 21:32 ET

Semiconductor Stocks Plunge: Opportunity or Risk?

Semiconductor stocks suffered a brutal sell-off on Wednesday, with the Philadelphia Semiconductor Index dropping nearly 7%, marking its worst performance since 2020.

Moomoo News GlobalJul 18 07:48 ET · Editors' Picks

The next trend for generative AI could be the TTT model.

The 'brain' of the Transformers architecture that supports models such as Sora is a lookup table and so-called hidden states. Unlike Transformers, TTT does not continuously grow as it processes more data. It replaces hidden states with machine learning models, like nested dolls of AI, which is within a model.

wallstreetcnJul 17 19:52 ET

The Table Turns: Five Sessions of Falling AI Semiconductors While Dow Climbs

The market pulled back Wednesday, as AI and semiconductor stocks pulled back hard while slower-growing stocks on the Dow Jones led the index to a fresh closing and intraday high.

ColumnJul 17 16:54 ET