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Asia Markets Poised for Lower Open as Wall Street Chip Selloff Extends AI Hardware Weakness

Asian financial markets are set for a weaker start as investors digest another bout of selling across the US semiconductor sector, extending a period of heightened volatility within technology equities.

Nitish Kishor | 17 July 2026

Memory Supercycle Under Threat? Evercore's Peak Warning Sparks Fresh Selloff Across AI Chip Stocks

One of Wall Street's most closely watched semiconductor analysts has delivered what many investors view as the clearest warning yet that the extraordinary pricing environment supporting the global memory industry could be approaching its peak.

Nitish Kishor | 17 July 2026

Nvidia's (NASDAQ:NVDA) AI Economics Under Fire: Jensen Huang's Japan Remarks Ignite Fresh Debate Over Data Center Costs and Pricing Power

Nvidia has spent the past several years at the center of the artificial intelligence revolution, becoming the dominant supplier of graphics processing units (GPUs) powering the world's largest AI models. However, comments made by Chief Executive Officer Jensen Huang during his visit to Japan …

Nitish Kishor | 17 July 2026

Nasdaq Slides as Chip Stocks Tumble: AI Valuation Fears Outweigh Strong Earnings and Shift Market Sentiment

The Nasdaq Composite ended Thursday down1.6%, marking one of its sharpest single-session declines in recent weeks as weakness across semiconductor stocks overshadowed an otherwise encouraging earnings season.

Nitish Kishor | 17 July 2026

TSMC (NYSE:TSM) Unveils Another $100 Billion U.S. Investment as AI Expansion Accelerates, but Investors Stay Focused on Margin Pressure

Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest contract chipmaker, announced another landmark investment in the United States, committing an additionalUS$100 billionto expand its American manufacturing operations. The announcement was made alongside the company's latest quarterly earnings and represents one of the largest manufacturing …

Nitish Kishor | 17 July 2026

Kernel Debuts $117,200 Brain-Scanning Headset, Shaking Up Neurotech Sector

Kernel’s launch of a $117,200 brain-scanning headset marks a key moment for the neurotechnology sector, with implications for healthcare, research, and commercial applications. While the high price point limits immediate mass adoption, the technology’s potential to generate actionable brain data has already drawn interest …

Vinay Lochav | 17 July 2026

Oracle (NYSE: ORCL) Shares Rise After EPS Beat, But Dividend Sustainability Raises Concerns

Oracle Corp. posted quarterly results that exceeded expectations, lifting its stock price even as ongoing cash flow challenges fuel debate over its dividend’s future. The technology giant reported earnings per share that surpassed analyst projections, continuing a trend of strong profitability growth.

Vinay Lochav | 17 July 2026

Tesla (NASDAQ: TSLA) Shares Whipsaw Near $382 as $1.47 Trillion Valuation Wobbles

While peers like Ford edged higher, Tesla’s hourly price action suggests traders are struggling to find direction amid broader sector rotation.

Vinay Lochav | 17 July 2026

AI Capex vs Monetization Debate Intensifies as TSMC (NYSE:TSM), Dell(NYSE:DELL) and Micron (NASDAQ:MU) Reactions Reshape Technology Market Expectations

Artificial intelligence has been the dominant force behind equity market performance over the past two years, driving record investment in data centres, advanced semiconductors, networking equipment and cloud infrastructure.

Nitish Kishor | 17 July 2026

Semiconductor Index Tumbles, Tech Rally Stalls Amid Cloud Spending Concerns

US equities pulled back as a weaker-than-anticipated revenue outlook from Netflix and a broad sell-off in semiconductor stocks unsettled investors. The Nasdaq Composite led the decline, shedding around 1.5%, while the PHLX Semiconductor Index tumbled by about 3%, marking its entry into bear-market territory. …

Vinay Lochav | 17 July 2026
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