There's no shortage of uncertainties surrounding productivity gains to be had from the AI boom. Will embracing next-generation large language models (LLMs) actually lead to an earnings boost? And when will such a boost be on the horizon?

This triggered massive selloffs in megacap stocks. Nvidia (NVDA) fell 17%, losing over $500 billion in market capitalization -- a record-breaking decline, larger than the entire market cap of companies like Mastercard (MA), Netflix (NFLX), Costco (COST), and Bank of America (BAC).

PALO ALTO, Calif. - Broadcom Inc. (NASDAQ:AVGO), a prominent player in the Semiconductors industry with a market capitalization of $947 billion and impressive 75.2% gross profit margin, has launched a new line of Emulex Secure Fibre Channel Host Bus Adapters (HBAs) designed to encrypt data on the move between servers and storage arrays.

The company is reportedly actively assembling a team of chip designers and engineers and collaborating with semiconductor companies TSMC and Broadcom. Overall ORCL ranks 2nd on our list of the ...

Shares of Oracle ( ORCL 6.75%) are flying higher on Wednesday. The company's stock is up 6.4% as of 11:20 a.m. ET, but gained as much as 11.3% earlier in the day. The sharp move came as the S&P 500 and the Nasdaq Composite gained 0.7% and 1.3%, respectively.

Other AI-related companies also held steadier, including chip company Broadcom, which rose 2.6%. Constellation Energy picked up 1.4% after plummeting nearly 21% on Monday. It had earlier rallied on expectations it will help supply the electricity that vast AI data centers would gobble up.

The S&P 500 growth index, which is heavily populated by tech stocks, dropped about 3.6% on Monday, while the counterpart value stock index rose nearly 1%. That was the biggest one-day percentage point advantage for value stocks over growth in the roughly 30 years of data on record, according to LSEG data.

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Nasdaq 100, S&P 500, Microsoft Corporation, Oracle Corporation. Read Charles-Henry Monchau's latest article on Investing.com

Wall Street futures pointed higher pre-bell Tuesday, as tech issues recovered partially from Monday sell-offs that followed reports that China-based DeepSeek's AI model rivaled Western versions, but at lower development cost and use of computing power.

(Reuters) - Futures tied to the S&P 500 and the Nasdaq were higher on Tuesday after steep losses in the previous session, when the popularity of a low-cost Chinese artificial intelligence model rattled stocks of U.S. companies invested in the technology.

This prompted the heavy selling of shares that have been boosted by the AI boom, namely chip stocks. In addition to Nvidia ( NVDA ), Broadcom ( AVGO) tumbled 17%, while the Taiwan Semiconductor Manufacturing Company's ( 2330.TW, TSM) US-listed shares ended Monday's session 13% in the red.