ASML Says AI Boom Is Boosting Pricing Power as Chipmakers Agree to Pay More

Why Is AMD Stock Falling on Wednesday?

A hotter September inflation report, AI financing concerns and an OpenAI revenue reset are weighing on tech stocks.

Shares of semiconductor and chip companies are trading lower amid elevated expectations for Fed rate hikes due to broader inflation and energy challenges. Higher borrowing costs may affect the sector's ambitious capex plans while also creating risks for customers, which may be reflected in lower demand.

Nasdaq 100 Drops 1% on Hot CPI, SOXX Falls 7th Day: Stock Market Today

The Nasdaq 100 fell 1% by midday Wednesday after September CPI topped forecasts, pushing Treasury yields and rate-hike bets higher.

Stock Market Midday, Oct. 14: Hot Inflation Weighs on Markets, CoreWeave Plummets 15%

Major stock indexes declined on October 14, 2026, as a hotter-than-expected CPI report of 3.7% revived concerns about potential Federal Reserve rate hikes. The S&P 500 fell 0.91%, the Nasdaq dropped 1.31%, and the Dow slipped 0.09%. The semiconductor sector led declines with a 10% drop over five days, while Bank of America fell 6% following a $1.2 billion regulatory fine. CoreWeave plummeted 15% due to rising bond yields, and GlobalFoundries surged after securing a major U.S.-Japan semiconductor initiative with up to $21 billion in funding.

Michael Dell Warns Memory Shortage Could Be a 'Four-Year Problem'

Michael Dell says AI demand could keep memory supply tight for years as new factories take until 2029 or 2030 to arrive.

ASML Earnings Signal Strong AI Demand Yet Stock Falls, Emphasizing Market Character Shift—CPI Squashes Hopium

Market Character Shift Please click here for an enlarged chart of ASML Holding NV (NASDAQ:ASML). Note the following: This article is about the big picture, not an individual stock. The chart of ASML stock