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💻 Tech

Big tech, semiconductors, and the AI capex cycle.

💻 TechJuly 20, 2026

Tech Stocks Decline as Semiconductor Selloff Extends Through Mid-July

Global technology equities weakened over the week ending July 20, 2026, led by sharp declines in semiconductor and AI-related shares amid valuation concerns and profit-taking. The Nasdaq Composite fell 2.9% while the VanEck Semiconductor ETF dropped nearly 9%, marking its third consecutive weekly loss. Geopolitical tensions between the US and Iran added pressure through higher oil prices and inflation worries, though select earnings such as TSMC's 36% sales increase highlighted underlying demand strength. Investors monitored rotation away from high-valuation names toward broader market segments.

AI Weekly Brief3 min

💻 TechJuly 13, 2026

AI Chip Volatility and Revenue Surges Define Tech Week to July 13

Tech markets experienced early-week volatility in AI-related chips followed by stabilization amid strong revenue data and investment announcements. TSMC reported a 68% June revenue increase late in the period, while SK Hynix debuted strongly in the US. Broader semiconductor demand tied to AI infrastructure remained robust despite periodic selloffs.

AI Weekly Brief3 min

💻 TechJuly 6, 2026

Tech Volatility Follows H1 Rally With Semiconductor Pullback

Global tech equities experienced a mid-week selloff in semiconductors after strong first-half gains, driven by profit-taking and concerns over AI-related capital spending. U.S. benchmarks rebounded early in the week before broader pressure hit chipmakers and equipment suppliers. Emerging-market tech indices significantly outperformed U.S. peers over the first half, highlighting a global rotation within the sector. Tech-focused funds continued to attract substantial inflows despite equity outflows elsewhere.

AI Weekly Brief3 min

💻 TechJune 29, 2026

Tech Sector Volatility Rises on AI Cost and Talent Concerns

The past week saw sharp swings in global tech markets, beginning with a broad selloff in megacap names on June 22 driven by AI talent departures and extending to memory chip suppliers later in the period amid rising cost worries. Semiconductor stocks showed resilience mid-week ahead of key earnings, while broader indices reflected mixed performance with the Nasdaq particularly pressured. Investors monitored ongoing AI infrastructure demand against emerging questions around sustainability of spending and competitive positioning.

AI Weekly Brief3 min

💻 TechJune 22, 2026

Tech Volatility Follows Early-Week Rally on Geopolitical Resolution

Tech stocks rallied sharply early in the week on the U.S.-Iran deal but faced significant rotation and selloffs mid-week, with semiconductors leading declines. The Nasdaq fell over 1% on June 16 while the Dow hit records amid broader market shifts. AI-driven capital spending remains a structural driver despite short-term volatility in chip names.

AI Weekly Brief3 min

💻 TechJune 15, 2026

Tech Volatility Persists as AI Valuations Face Scrutiny

Tech equities showed volatility over the trailing week, with early sharp selloffs in semiconductors and AI names giving way to partial rebounds amid ongoing concerns over elevated valuations following Broadcom's guidance. Strong underlying AI infrastructure demand and semiconductor sales projections provided counterbalance, while investor attention turned to potential sector rotation. SpaceX IPO preparations added to the week's tech focus.

AI Weekly Brief3 min

💻 TechJune 8, 2026

Tech Sector Advances on AI Milestones and Early-June Market Records

The technology sector posted gains early in the week of June 1-8, 2026, driven by Nvidia's new processor launch and broader AI momentum that helped major U.S. indexes reach fresh highs. Developments later in the period included SpaceX securing a major cloud agreement and Apple's WWDC unveiling of significant AI enhancements to Siri and operating systems. Investor attention remained focused on semiconductor strength and infrastructure plays amid ongoing capital allocation toward AI-related assets.

AI Weekly Brief3 min

💻 TechJune 4, 2026

Tech Sector Surges on AI Capex in May 2026, Narrowing Market Leadership

The technology sector delivered outsized gains in May 2026, rising approximately 16-20% and accounting for nearly all S&P 500 advances while other sectors declined. AI-related capital expenditures by hyperscalers and semiconductor demand drove performance, with names like Micron and Dell showing exceptional moves. Global investment in AI infrastructure, data centers, and chips continues at a record pace, though concentration risks persist. Investors monitoring global equities may note the theme's dominance amid broader market breadth challenges.

AI Weekly Brief3 min

💻 TechJune 3, 2026

Global Tech Spending Forecast to Top $6 Trillion in 2026 on AI Infrastructure Expansion

Worldwide technology outlays are projected to surpass $6 trillion this year, propelled by hyperscaler capital expenditures on AI data centers and semiconductors. Enterprises are shifting from AI pilots to scaled deployments, with agentic systems, physical AI, and sovereign infrastructure emerging as priorities. Capital remains concentrated in AI compute and related supply chains, while geopolitical factors influence regional investment patterns.

AI Weekly Brief4 min