#MNDY
6 articles with this tag
Micron and MongoDB Sink as AI Chip Complex Buckles Before Nvidia Earnings, SOXX -2.67%
AI chip stocks tumbled Monday as Micron faced Netlist patent headwinds and investors braced for Nvidia earnings Wednesday. Hyperscalers Meta, Amazon, and Alphabet defied the selloff, diverging from semiconductors by the widest margin in weeks.
Baidu and CoreWeave Lead AI Selloff as 30-Year Treasury Yields Hit Multi-Year Highs
AI chip stocks fell sharply Tuesday as the 30-year Treasury yield climbed to 5.32 pct, sending SOXX down 4.96 pct and pushing Baidu and CoreWeave to double-digit losses. monday.com surged 5.65 pct on an earnings beat, leading a narrow countertrend rally in enterprise AI software.
AMD and Ouster lead AI stock gains as Broadcom and monday.com retreat
Advanced Micro Devices surged 6.5% and Ouster climbed 7.9% on Friday as AI chip demand and a Utah traffic-AI contract win drove gains. monday.com fell 7.2% on a workforce cut and weak Q3 guide; Broadcom shed 5.9% in profit-taking.
monday.com and MongoDB power enterprise AI software surge as inflation cools
Enterprise AI software stocks surged on August 13, 2026, as monday.com gained 9.7%, MongoDB climbed 7.9%, and Cloudflare added 6.2% on a wave of earnings beats and soft producer-price data that pushed the S&P 500 to a record close of 7,798.99. Agentic AI adoption is reshuffling sector leadership, with enterprise SaaS names outpacing semiconductor hardware in the short run.
ServiceNow and monday.com power enterprise AI rally while chip stocks crater, SOXX -4.8%
Enterprise AI software surged Tuesday as ServiceNow and monday.com led a sharp rotation out of chip stocks, with SOXX plunging 4.80%. AMD fell 8.15% ahead of August 4 earnings, Micron shed 8.85%, while NOW +4.79% and MNDY +6.08% anchored the enterprise AI trade.
ServiceNow and monday.com lead enterprise AI surge as chip stocks crater, SOXX -6.4%
ServiceNow surged 14.8% and monday.com jumped 14.4% on Monday, leading enterprise AI software sharply higher after a Q2 earnings beat and AI-focused restructuring. AI chip stocks cratered, with SOXX falling 6.35% as Teradyne, Micron, and ASML led the semiconductor rout.
