Four-Year Bull Market Driven by AI Trade Faces Breadth and Valuation Hurdles
The U.S. stock market marked the fourth anniversary of its current bull cycle on Monday, propelled by massive gains across artificial intelligence hardware leaders.
Archive
Search
Massive Options Trades in Nvidia and Micron Signal Rising Bearish Bets on Semiconductors
Options traders executed massive bearish orders targeting Nvidia and Micron on Friday, pushing key semiconductor put-to-call ratios to multi-month highs.
AI Infrastructure Stocks Drop After OpenAI Reports $50 Billion Revenue Run Rate
Shares of Nvidia, Oracle, and CoreWeave fell after OpenAI told investors it reached roughly $50 billion in annualized revenue at the end of September, trailing earlier estimates of $68 billion.
