US tech stocks recover after selloff spooks investors over AI spending

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• The Nasdaq Crashed 700 Points in a Day Last Week. One Major Wall Street Firm is Predicting the Correction Will End After Midterms.

  The Nasdaq plunged nearly 700 points in a single trading session as concerns about artificial intelligence spending rattled technology investors. One major Wall Street firm believes the correction could end after the 2026 midterm elections.

  Yahoo Finance·26/10, 21:18• QQQ• SPYNasdaqAI investmenttech stocks
• Dow Jones Futures Rise But Market Still Ails; Midterm Elections Ahead

  The article says tech stocks led another stock market sell-off even as Dow Jones futures rise, and the author views this as a time to be defensive. Upcoming items to watch include Apple, Palantir, jobs data and the midterm elections.

  Yahoo Finance·02/11, 02:35• QQQ• SPYDow Jonesmidterm electionstech stocks
• Dow Jones Futures Rise After Market Sell-Off; How Midterm Elections May Swing Stocks

  Tech stocks led another market sell-off, and the article says it is a time to be defensive. Apple, Palantir, jobs and the midterm elections loom ahead.

  Yahoo Finance·01/11, 23:14▲ SPY▲ QQQ• AAPLDow Jonestech stocksmidterm elections
• Apple co-founder's forgotten company lands Nasdaq dealYahoo Finance·12/10, 20:30NasdaqAppletech stocks
• Apple Retakes Top Spot From Nvidia With Market Value Above $5,000 Billion

  Apple regained the title of world's most valuable company from Nvidia in trading on October 30: Apple shares fell 1.2% to a market cap of $5,030 billion, while Nvidia dropped 4.2% to $4,930 billion. The sell-off followed disappointing earnings from Intel and Amazon and results below expectations from Alphabet and Meta, fuelling worries about returns on AI spending. Apple has gained 27% in 2026, more than double Nvidia's gain, while it keeps tight control over capital spending, and its free cash flow is projected to rise 38% to $142 billion in fiscal 2026. The Nasdaq 100 fell 6.7% in October, its worst month since March 2025, and Intel shares slid more than 45%.

  CafeF·31/10, 03:31• NVDAAppleNvidiaAI investment
• U.S. stock futures edge high after bruising Oct; earnings, elections in focus

  U.S. stock index futures rose on Sunday evening, pointing to a possible recovery on Wall Street after October's sharp tech-led losses driven by doubts over AI spending. S&P 500 futures gained 0.2% to 7,630.75 points, and Nasdaq 100 futures rose 0.36% to 28,644.0 points. In October, the Nasdaq Composite fell more than 5% and the S&P 500 lost 0.9%, while the Dow Jones Industrial Average gained 1.7% as money moved out of tech into more defensive sectors. This week's focus is on earnings from Apple, Palantir, and Berkshire Hathaway on Monday and AMD on Tuesday, along with the midterm elections on Tuesday, when all 435 House seats and 35 Senate seats are up for vote. The article argues that a Democratic majority in both chambers of Congress would be a major hurdle for Trump's legislative agenda, especially as his approval fell to a record-low 31% in a Reuters/Ipsos poll.

  Yahoo Finance·02/11, 01:01▲ QQQ▲ SPYS&P 500Nasdaqmidterm elections

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• Namib Accelerates Redwing Mine Production

  Namib Minerals (Nasdaq: NAMM) said it is accelerating the restart of its Redwing Mine in Zimbabwe, with first gold production targeted for November 2026, ahead of schedule. The change follows a Zimbabwe policy reserving the small- and medium-scale gold mining sector for citizens, which sets production requirements for foreign-owned operators by January 1, 2027. The company initially expects to process about 3,600 tonnes of ore and produce about 338 ounces of gold per month, rising to about 10,000 tonnes and 835 ounces per month by Q2 2027, a step that depends on a higher-capacity winder expected by the end of Q1 2027. Redwing produced about 650,000 ounces of gold between 1981 and 2023, and the company says its FY2026 guidance is unchanged.

  Yahoo Finance·03/11, 23:36
• S&P 500, Nasdaq Recover From AI Rout On US Midterm Election Day — META, AAPL, AMD, SKHY In Focus

  The S&P 500 and Nasdaq closed higher on Tuesday as tech and chip stocks recovered ahead of the US midterm election results. The S&P 500 rose 0.4%, the Nasdaq 100 gained 0.7%, and the Dow Jones Industrial Average eased 0.4%, while semiconductor ETFs rose between 2% and 2.5% on strength in Nvidia, AMD, Micron and Broadcom. Apple shares dropped about 2% after its quarterly margins and sales failed to impress investors. AMD reported a 45% jump in third-quarter revenue to a record $13.4 billion, driven by demand for AI processors and data center chips. Prediction-market odds of almost 75% that Democrats win the Senate could affect regulatory oversight in defense, AI and healthcare.

  Yahoo Finance·03/11, 23:29▲ QQQ▲ SPY▲ AAPL▲ META
• What Is Nvidia (NVDA) Asking Cloud Clients To Change Under New China Rules?

  Nvidia has reportedly told data center and cloud customers to curb sales to Chinese clients to comply with new US export rules, requiring at least 51% of future sales from these partners to come from non-Chinese buyers. The policy affects global AI infrastructure providers that use Nvidia hardware to serve both Chinese and non-Chinese enterprises. The article argues the cap could limit unit volumes tied to China-focused clouds while shifting demand toward US, European and other buyers. Key indicators to watch include how Nvidia and its largest cloud customers describe regional demand and supply in upcoming earnings reports, and any quantified impact on China-related revenue.

  Yahoo Finance·03/11, 23:21▼ NVDA
• 3 Key Takeaways From Upstart's Latest Report

  Upstart reported third-quarter revenue up 34% to $371 million, above estimates of $363.7 million, and EPS rose from $0.23 to $0.33, beating expectations of $0.23. Originations were flat sequentially, and the company raised its full-year fee revenue guidance but lowered its adjusted EBITDA guidance amid macro pressure on its balance sheet. Its secured loan business was profitable for the first time, with a 17% contribution margin, and secured originations nearly tripled to $587 million. Contribution profit rose 48% to $218 million, which the company credited to technology and marketing improvements. The stock rose about 2% in afternoon trading and trades at a price-to-sales multiple of 1.5, its cheapest level ever apart from a brief period at the end of 2022.

  Yahoo Finance·03/11, 23:20
• Should You Buy Qualcomm Stock Before Its Nov. 4 Report?

  Qualcomm shares fell 11% on Oct. 30 to close at $164.79 amid a chip sell-off triggered by Intel's weaker fourth-quarter revenue forecast and its warning that the PC slowdown could last until at least mid-2027. Handset chip revenue dropped 20% in the June quarter to $5.1 billion, hurt by tight memory supply and a much lower expected share of new iPhone launches, and Qualcomm forecast Apple revenue falling about 50% from the September to the December quarter. Guidance for fiscal fourth-quarter revenue is $9.7 billion to $10.5 billion, with non-GAAP EPS of $2.05 to $2.25. Two custom chip deals with large cloud companies are expected to start generating revenue in the December quarter, while automotive sales rose 61% to a record $1.6 billion. The author says the stock trades at about 17 times expected fiscal 2027 earnings, a little below the S&P 500's roughly 19 times, and is not in a rush to invest before the report, preferring to watch actual data center revenue.

  Yahoo Finance·03/11, 23:12Qualcommearningssemiconductors
• New Over-the-Horizon Radar in Kaliningrad Could Monitor All of Europe

  According to German media, Europe is concerned about a new Russian over-the-horizon radar being completed near Gvardeysk in Kaliningrad. NATO estimates the system could observe targets more than 3,000 km away, potentially covering all of Europe, although Russia has not published its technical specifications. The system is expected to detect ballistic missiles and NATO aircraft, spot low-flying targets including drones, and carry out electronic reconnaissance. Europe is preparing countermeasures such as surveillance systems on offshore wind farms in Poland and reconnaissance satellites from Germany and Finland, while NATO officials reportedly reassure themselves that the radar is very large and easy to destroy if necessary.

  CafeF·03/11, 23:10geopoliticsRussiaEurope