Qualcomm’s AI Leap: New chips, meta partnership & the road ahead
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Year: 2026
Nikkei marks record closing high as AI shares rally on Micron forecast
Tokyo’s Nikkei index soared to a record high, surging over 4% on Thursday. This significant jump was fueled by a powerful rally in AI-related stocks, particularly chipmakers, following an optimistic earnings forecast from U.S. firm Micron. Investors eagerly bought back into technology shares, driving major companies like SoftBank Group, Advantest, and Tokyo Electron higher. Energy…
European shares gain as upbeat Micron forecast revives AI rally
European markets opened on a positive note, driven by a surge in technology stocks. Strong forecasts from US chipmakers Micron and Qualcomm eased worries about inflated valuations, reigniting the AI rally. European tech shares saw significant gains, with chipmakers and equipment suppliers leading the charge. Falling oil prices and a boost for easyJet also contributed…
US Stocks | Nasdaq futures surge 2% as chip outlook calms AI jitters; inflation data awaited
Indian markets are set for a positive opening as US futures surged, led by a 2.24% jump in the Nasdaq. Memory chip giants Micron and Qualcomm’s strong forecasts for AI demand have reignited optimism, with both stocks soaring in pre-market trading. Investors are keenly awaiting US inflation data later today, hoping it supports the current…
Global chip stocks surge as blowout Micron results reignite AI rally
Global chip stocks experienced a significant rally on Thursday, fueled by Micron Technology’s stellar financial results and optimistic outlook. The company’s strong performance and forecast for robust demand, particularly in AI-driven sectors, have boosted investor confidence. This surge has positively impacted major players across the US, Europe, and Asia, signaling a sustained boom in the…
Dow Jones| Nasdaq | US Stock Market Today | Live: Nasdaq, S&P close lower as tech megacaps overshadow chip rally
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Quote of the day by Daniel Kahneman: “In any diversified portfolio, there will be both winners and losers, and the consideration that should determine which you should sell, if any, is certainly not the price at which you bought it originally”
Daniel Kahneman’s insight highlights how anchoring to purchase price distorts investment decisions. Investors often hold losing stocks and sell winners too early. The piece emphasises focusing on future returns, fundamentals and portfolio role rather than past prices, reinforcing that diversification naturally includes both winners and losers.
US Stocks Today | US stock opens higher after Micron revives AI optimism, upbeat economic data
Wall Street’s main indexes moved higher on Thursday, led by technology stocks after upbeat forecasts from Micron and Qualcomm reignited optimism around artificial intelligence. Investor sentiment was also supported by encouraging economic data, which reinforced confidence in the broader market outlook.
US stocks | Micron overtakes Meta, Tesla in market value amid relentless AI infrastructure demand
Memory chip giant Micron Technology has surpassed Meta Platforms in market valuation for the first time, driven by a robust AI-fueled surge. Strong fourth-quarter revenue and profit projections, coupled with $22 billion in customer commitments for chip supplies, have propelled Micron’s shares to new heights, signaling a significant shift in the tech landscape.
US inflation tops 4% for first time in three years, keeping Fed hike in play
US inflation climbed to 4.1% in May, driven by rising energy prices, keeping the Federal Reserve’s interest rate hike plans on the table for September. Despite this, consumer spending surged, bolstered by tax refunds and a stock market rally. Business investment in equipment also rebounded, particularly in AI-related technology, offering a mixed economic outlook.