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Why the Nasdaq Is Falling Today as AI Valuation Fears Return

Wall Street traded lower on Friday, with the technology-heavy Nasdaq once again bearing the brunt of investor selling. By midday trading, the Nasdaq Composite had fallen around 1.2%, after losing more than 2% earlier in the session. The broader S&P 500 slipped about 0.5%, …

Nitish Kishor | 17 July 2026

US Market Brief: Chip Selloff Deepens as Oil Surge and Geopolitical Risks Rattle Investors

US equities closed lower on Thursday, with the S&P 500 down 0.5%, the Nasdaq 100 falling 1.5%, and the Dow slipping 0.2%, as concerns over elevated AI-chip valuations and geopolitical risks outweighed solid corporate earnings. Semiconductor stocks led the decline, with Micron and AMD …

Team Kalkine | 17 July 2026

Markets Balance Softer Inflation Against Escalating US-Iran Tensions

US equities closed mixed on Wednesday as softer inflation data and strong financial-sector earnings offset weakness in semiconductor stocks. The S&P 500 gained 0.4% and the Dow rose 150 points, while the Nasdaq 100 slipped 0.3%. Lower-than-expected producer inflation reduced expectations of a near-term …

Team Kalkine | 15 July 2026

Why PayPal (NASDAQ: PYPL) Stock Surged 20% as Wall Street Rallied on Cooling CPI and Bank Earnings

"At $53bn and a 28% premium, the price tag reflects just how much strategic value is on the table here," said Chris Jones, Managing Director at PSE Consulting. "We believe the proposed combination would be the boldest reshaping of the eCommerce landscape in a …

Nitish Kishor | 15 July 2026

Wall Street Advances on Softer Inflation as Middle East Tensions Keep Oil and Yields Elevated

US equities closed higher on Tuesday after softer headline and core inflation reduced expectations of a Federal Reserve rate hike this month. The S&P 500 rose 0.4%, the Nasdaq gained 1.1%, and the Dow edged higher, supported by a rebound in semiconductor stocks and …

Team Kalkine | 14 July 2026

Middle East Escalation Rekindles Inflation Fears as Oil, Yields and Dollar Rise

US equities closed lower on Monday, with the S&P 500 falling 0.8%, the Nasdaq 100 declining 1.9%, and the Dow losing 138 points, as semiconductor stocks came under heavy pressure amid concerns that AI hyperscalers may reduce infrastructure spending. Losses were led by SK …

Team Kalkine | 14 July 2026

US Markets Turn Cautious as Middle East Tensions Lift Oil, Yields and the Dollar

US equities closed higher on Friday ahead of earnings season, with the S&P 500 gaining 0.4%, the Nasdaq 100 rising 0.3% and the Dow adding 150 points. Sentiment was supported by SK Hynix’s strong US market debut, gains in Nvidia, AMD and Meta, and …

Team Kalkine | 13 July 2026

AI-Led Equity Gains Offset Persistent Middle East and Inflation Risks

US stocks closed higher on Thursday, with the S&P 500 gaining 0.8%, the Nasdaq rising 1.3%, and the Dow adding 139 points as renewed strength in semiconductor and AI-linked shares lifted sentiment. Strong demand for SK Hynix’s US offering supported memory-chip stocks, driving gains …

Team Kalkine | 10 July 2026

US Stock Market Today: AI Chip Optimism Offsets Middle East Oil Shock as Treasury Yields Rise and Investors Watch Labor Market

Wall Street entered Thursday's session with investors facing one of the most complicated market environments of the year. Futures tied to theS&P 500,Nasdaq 100, andDow Jones Industrial Averagepointed to a subdued open as markets attempted to reconcile several competing narratives simultaneously.

Nitish Kishor | 09 July 2026

Middle East Tensions Lift Oil and Yields as US Markets Turn Mixed

US stocks closed mixed on Wednesday as higher oil prices and rising Treasury yields intensified inflation concerns, while a rebound in semiconductor shares supported the Nasdaq. The S&P 500 fell 0.3% and the Dow dropped 577 points, whereas the Nasdaq 100 gained 0.3%. Financial …

Team Kalkine | 09 July 2026
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