Tech stocks tumble Friday , AI shares lead the way

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• Nvidia’s CEO Says “All of This Is Going to Pass” After Tech Lost $1 Trillion in a Day

  On October 16, 2026, tech stocks lost more than $1 trillion in value in a single session as oil and Treasury yields rose. In Berlin, Nvidia CEO Jensen Huang said “all of this is going to pass” and that AI will benefit every industry, but he announced no new orders, guidance or customers. The Nasdaq 100 fell 2.5% to 29,187.55, and the Philadelphia semiconductor index dropped 3.8%, its eighth straight losing day and longest such streak since 2008. Nvidia slipped 1.43% to $214.13, a $5.17 trillion market value, holding up better than AMD, Intel, Micron and Broadcom. The article argues Huang’s comments do not address the real drivers of the selloff, namely WTI crude at $101.91 on October 14 and the 10-year Treasury yield at 5.10% on October 15, and calls the November 18 earnings report the key test.

  Yahoo Finance·17/10, 11:15▼ NVDA▼ QQQ▼ SPYNVDAtech stockssemiconductors
• Nasdaq 100 Sees Best Day In Nearly A Month As AI Rout Cools — AMZN, BE, CRWV, AAPL, PLTR In Focus

  The Nasdaq 100 rose 1.2% on Monday, its best day in nearly a month, as investors returned to AI stocks after a week-long sell-off. The S&P 500 gained 0.4% and the Dow Jones slipped 0.1%, while the VanEck Semiconductor ETF (SMH) gained just over 2%. The Nasdaq had fallen 4.5% the previous week amid worries over the AI trade, including Anthropic's reported Q3 sales of $16.8 billion (up from $11.6 billion in Q2), bond investors pulling back from CoreWeave, and a Gartner forecast that 80% of the neocloud market would cease to exist. Amazon shares rose nearly 5% after Morgan Stanley reaffirmed its 'Overweight' rating. Investors are now looking to Meta and Tesla earnings this week.

  Yahoo Finance·19/10, 23:00▲ QQQ▲ SPYNasdaqtech stocksartificial intelligence
• Nvidia CEO Says All of This Is Going to Pass After Tech Lost $1 Trillion in a Day

  Nvidia CEO Jensen Huang, speaking in Berlin on October 16, 2026, said “all of this is going to pass” after a selloff that wiped more than $1 trillion from tech stocks in one day. The Nasdaq 100 fell 2.5% to 29,187.55, while the Philadelphia semiconductor index dropped 3.8% for its eighth straight losing day, its longest streak since 2008, as oil hit a five-month high. Nvidia slipped 1.43% to $214.13, while AMD, Intel, Micron and Broadcom fell between 4.52% and 5.95%. The article argues the pressure came mainly from oil and Treasury yields, with the 10-year at 5.10%, rather than from AI itself, and notes that Huang announced no new orders or guidance. Investors will look to Nvidia's November 18 earnings, where management guided to fiscal third-quarter revenue of $108.0 billion, plus or minus 2%.

  247wallst.com·17/10, 13:00▼ NVDA▼ QQQ▼ SPYNVDAtech stocksartificial intelligence
• Nasdaq climbs as US chip and AI - linked stocks bounce back

  The Nasdaq Composite rose about 1% on Oct 19 as investors returned to chip and AI-related stocks after last week's heavy selloff, ahead of key earnings reports. The Philadelphia Semiconductor Index closed up 1.6%, snapping an eight-day losing streak in which it fell about 15.7%, its longest run of declines since October 2008. Concerns that higher interest rates could curb AI infrastructure investment have weighed on chipmakers and data centre operators. US crude futures settled up 2.2% at US$103.66 a barrel after Iran-aligned Houthi attacks on a Yemeni military training camp and Saudi energy facilities. Amazon.com rose 5% after Morgan Stanley named it a 'top pick', while CoreWeave had plunged more than 25% last week over worries about its $50 billion debt load.

  straitstimes.com·19/10, 22:30▲ NVDA▲ QQQ▲ SPYNasdaqsemiconductorsartificial intelligence
• S & P 500 , Nasdaq set to open higher as AI stocks rebound ahead of earnings rush

  The S&P 500 rose 0.57% to 7,702.77 and the Nasdaq Composite gained 0.98% to 26,395.287 at the open on Monday, rebounding from last week's sharp AI-led selloff. The Dow Jones Industrial Average slipped 0.05% to 51,978.58. Falling oil prices added support ahead of key earnings reports this week.

  aol.com·19/10, 13:45▲ QQQ▲ SPY▲ NVDAS&P 500Nasdaqartificial intelligence
• AI stocks lead rebound on Wall Street as European markets drop

  AI stocks rebounded Monday: the S&P 500 rose 0.6% after its worst week since June, the Nasdaq gained 1.4%, and CoreWeave rose 1.2% after tumbling 25.2% last week. Nvidia added 2%, but most U.S. stocks outside AI and tech were falling. In Europe, indexes dropped more than 1% (Paris 1.1%) after violent weekend protests that could force governments to boost spending, pushing bond yields higher. The 10-year Treasury yield climbed to 5.15% from 5.09%, after topping 5.30% earlier this month, its highest level since 2002. Brent crude fell 0.4% to $109.38 a barrel, and Cleveland-Cliffs rallied 16.1% after beating profit expectations.

  timesherald.com·19/10, 16:45▲ NVDA▲ QQQ▲ GOOGL▲ METAWall Streettech stocksartificial intelligence

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• Winning over Vingroup and Sun Group with concrete and special materials: Vietnamese company's profit up 136%, chairman speaks out

  Song Da Cao Cuong (SCL) reported Q3/2026 profit of VND 38 billion, up 136%, on net revenue of over VND 263 billion (up nearly 98%), while gross profit margin rose from about 36% to 41%. For the first nine months, revenue reached nearly VND 666 billion (up 81%) and after-tax profit nearly VND 94 billion, already exceeding more than 110% of its full-year profit target. Chairman Kieu Van Mat attributed the results to technology upgrades, production line optimization and capacity expansion, with several new plants expected to start operations by November 2026. The company said it spent more than two years testing its products before Vingroup accepted them; Vingroup's share of its business has fallen to about 25% as customers expanded to around 10 major groups and exports began to Laos, Cambodia and the Philippines. Over the past two years, the company has invested about VND 1,000 billion in factories and technology.

  CafeF·20/10, 06:41SCLearningsVingroup
• Coteccons Chairman Bolat Duisenov reveals new direction: expanding home construction for individual customers

  At the annual general meeting on October 20, Coteccons (HoSE: CTD) set fiscal 2027 targets of VND 42,000 billion in revenue and VND 1,050 billion in after-tax profit, and said it is considering expanding into residential construction for individual customers (B2C). In fiscal 2026, net revenue reached VND 34,340 billion (up 38%, 115% of plan) and after-tax profit VND 788 billion (up 73%); new contract wins totaled VND 60,307 billion and backlog was about VND 70,000 billion. In the first quarter of the new fiscal year, the company booked revenue of VND 11,270 billion and profit of VND 306 billion, but new contract value of VND 14,519 billion was lower than a year earlier; the company said it is tightening criteria for selecting clients and projects. Coteccons is also working with Microsoft, is expected to become a strategic partner of Workday, and targets raising its ROE from 10% to 15-18% by 2030.

  CafeF·20/10, 06:35• CTDCTDhousingearnings
• UPS Yields 6.7% After Firing Amazon. Here's Whether the Dividend Survives 2027.

  UPS shares yield 6.7% as of October 16. The company has moved away from high-volume, low-margin Amazon deliveries and froze its dividend earlier this year, ending a 16-year streak of increases. The article says the payout will likely remain frozen through 2026 and 2027, citing competition from 10- and 30-year Treasury yields above 5% and other industrial dividend payers, but calls the dividend's safety questionable: UPS generated $5.47 billion in free cash flow in 2025, with $5.4 billion going to dividends, and free cash flow is projected to fall to $5.05 billion in 2026 and $5.01 billion in 2027, with the dividend absorbing about 98% of 2026 free cash flow. Rising competition and high fuel prices add pressure, and the article suggests investors may find more safety in the industrial sector.

  Yahoo Finance·20/10, 06:25dividendsUPSAmazon
• Asian shares mostly decline after AI stocks lead a rebound on Wall Street

  Asian shares mostly fell in cautious trading on Tuesday after AI-related stocks rebounded on Wall Street, while other sectors stayed shaky and oil prices stayed high. Japan's Nikkei 225 slipped 0.6% to 64,512.35 in early trading, South Korea's Kospi dropped 2.8%, and Australia's S&P/ASX 200 lost 0.8%. On Wall Street, the S&P 500 rose 0.4% and the Nasdaq gained 1.1%, helped by Nvidia's 1.4% gain, while most stocks outside AI and tech fell and the Dow slipped 0.1%. The 10-year Treasury yield climbed to 5.14%, and U.S. crude rose to $103.50 a barrel and Brent to $109.47, as uncertainty about when the energy industry will return to normal after the war with Iran means oil is unlikely to ease soon.

  clickorlando.com·20/10, 06:15▲ QQQ▲ SPY▲ NVDA• VNINDEXAsiaartificial intelligenceWall Street
• Asian shares mostly decline after AI stocks lead a rebound on Wall Street

  Asian shares mostly fell in cautious trading Tuesday after AI-related stocks rebounded on Wall Street, while other sectors stayed shaky and oil prices remained high. Japan's Nikkei 225 slipped 0.6% to 64,512.35, Australia's S&P/ASX 200 lost 0.8% to 8,772.10, and South Korea's Kospi dropped 2.8% to 5,605.31. On Wall Street, the S&P 500 rose 0.4% and the Nasdaq rallied 1.1%, helped by Nvidia, while the Dow fell 0.1%. The 10-year Treasury yield climbed to 5.14%, and U.S. crude rose 0.15% to $103.50 a barrel as uncertainty over the war with Iran kept oil prices elevated.

  clickondetroit.com·20/10, 06:15▲ QQQ▲ SPY▲ NVDA• VNINDEXAsiaartificial intelligenceWall Street
• What Could X-Energy (XE) Gain From Its 960MW Indiana Nuclear Project?

  X-Energy (NasdaqGS:XE), American Electric Power and Amazon agreed to assess a 960 MW advanced nuclear project in Indiana using Xe-100 reactors, on a former coal plant site. Under the joint development agreement, Amazon would provide development funding and commit to a long-term power purchase. The article says the deal offers commercial validation for X-Energy's reactor platform rather than immediate financial relief, as the company, with a $4.3b market cap, reported $150.28 million in revenue, a $448.87 million loss, and a 20.2x price-to-sales ratio. The next key milestone is whether the study reaches a final investment decision for the Sullivan County site.

  Yahoo Finance·20/10, 06:13XEnuclear powerAmazon