#SOXX
8 articles with this tag
ARM and Chip Stocks Pull Back on Tariff Fears as ServiceNow, Amazon Lead AI Software Surge
ServiceNow crossed $1 billion in AI annual contract value as enterprise software names surged Friday, while the SOXX index dropped 3.2% on semiconductor tariff expansion fears. ARM fell 6.3%, ACMR plunged 7.5%, and NVDA slid 4.6% as the chip complex bore the brunt of the sell-off.
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.
Micron and Applied Materials lead AI chip rout on Fed rate hold, SOXX -5.4%
AI chip stocks cratered Wednesday as the Federal Reserve held rates but signaled rising inflation risk, sending SOXX down 5.4% and the Nasdaq into correction territory. Enterprise SaaS names including Datadog (+5.3%) and ServiceNow (+4.7%) diverged sharply to the upside.
AI Stock Picks Today: PLTR, NOW, CRM Trade Ideas for July 29, 2026
Eight short-term AI stock trade ideas for July 29, 2026: Palantir long pre-earnings (conviction 8/10, target $155), ServiceNow and Salesforce enterprise AI momentum, AMD short on guidance miss, plus PLTR calls and SOXX puts. Entry, stop, and target levels for all ideas.
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.
CrowdStrike and Meta lead AI software surge as Bank of America's bubble call hammers semiconductor stocks, SOXX -6.4%
CrowdStrike surged 10.2% on a Wells Fargo upgrade and stock split confirmation while Meta jumped 8.8% on cloud monetization plans; Bank of America's bubble risk warning sent chip equipment stocks down as much as 10%, with SOXX losing 6.4% on the first trading day of the second half of 2026.
ARM Holdings and chip-equipment stocks lead global semiconductor rout on South Korea market crash and rate fears, SOXX -7.88%
ARM Holdings plc tumbled 10.1% Monday as South Korea's KOSPI collapse and a Bank of America rate-hike warning triggered the AI semiconductor sector's sharpest single-session rout in months. SOXX fell 7.88% while enterprise software names ServiceNow, Cloudflare, and Salesforce posted gains of 2-3%.
Super Micro and ARM slide on $7 billion dilution and AI chip hangover, SOXX -1.6%
Super Micro Computer fell 7.6% after announcing a $7 billion equity raise for AI server orders, while ARM Holdings and ServiceNow each shed more than 6% as the semiconductor sector failed to hold Monday''s partial rebound on renewed Iran-driven geopolitical risk.
