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Salesforce Inc. (CRM) shares fell 2.5% on Thursday after KeyBanc downgraded the software company, citing concerns that its Agentforce artificial intelligence platform may take longer than expected to become a meaningful growth driver.The downgrade came despite Salesforce’s strong position in enterprise software and follows the company’s better-than-expected fiscal first-quarter results reported in late May. Investors have remained focused on whether the company’s AI investments can translate into sustained revenue growth as competition in enterprise artificial intelligence intensifies.KeyBanc cites slow Agentforce adoptionKeyBanc downgraded Salesforce to Sector Weight from Overweight on Thursday, with analyst Jackson Ader pointing to customer feedback and channel…

Plug Power stock extended its sharp sell-off this week, falling to its lowest level since April 2. The shares have plunged 45% from their highest level this year and have slipped below the 200-day moving average, while short interest remains elevated despite the company’s ongoing turnaround efforts.Rising short interest despite turnaround measuresPlug Power, a top player in the hydrogen energy industry, has been in a rollercoaster this year. It initially jumped to a multi-month high of $4.32 in May as investors cheered its turnaround efforts, and then erased most of those gains, and the situation is worsening. The ongoing sell-off has…

Shares of SanDisk Inc. (SNDK) fell sharply in trading on Tuesday as a broad selloff in memory-chip stocks spread from South Korea to US markets despite strong preliminary earnings from Samsung Electronics.SanDisk shares declined 8% after falling 23% over the previous three trading sessions. The stock has been one of the strongest performers in the US technology sector this year, gaining about 635% year to date and more than 3,750% over the past 12 months.The decline came as investors took profits across the memory-chip sector following steep gains in semiconductor stocks driven by artificial intelligence demand.Samsung results fail to lift…

Oracle Corp. (ORCL) shares gained 1.3% on Monday as investors returned to the stock following a sharp, debt-driven sell-off, amid improving broader market sentiment.The recovery also came as broader market sentiment improved, with the Nasdaq Composite gaining 0.95% and the S&P 500 advancing 0.44%.The move marked a shift in investor sentiment after weeks of selling pressure driven by concerns over Oracle’s aggressive investments in artificial intelligence (AI) infrastructure.While questions remain over the company’s capital spending plans and debt levels, some investors now appear to believe the earlier decline had become excessive.Backlog supports long-term growth outlookOracle has faced significant selling pressure…

The artificial intelligence boom has a people problem, and it is getting worse faster than most investors have noticed.While Wall Street has spent the better part of three years fixating on chip stocks, hyperscaler spending, and the relentless march of AI valuations, a less glamorous drama has been unfolding in suburban town halls, county commission meetings, and online petitions from New Jersey to Michigan. Ordinary Americans, armed with electricity bills, noise complaints, and a generalised anxiety about what artificial intelligence is doing to their lives, are pushing back against the physical infrastructure of the AI boom — and they are…

US stock funds saw their biggest weekly exit since March, raising fresh questions about the strength of Wall Street’s rally.Investors pulled $17.2 billion from US stock funds in the week through July 1, according to Bloomberg, citing Bank of America strategists led by Michael Hartnett and EPFR Global data.The move does not signal a market crash, but it does show investors are turning more cautious after a strong run in US equities.The key question now is simple: is this routine profit-taking, or an early warning that confidence in the AI-led rally is starting to fade?Wall Street’s rally loses its flow…

Nvidia enters the second half of 2026 facing growing pressure to defend both its market leadership and investor confidence.While the company remains the world’s largest by market capitalisation, its stock has lagged several semiconductor peers this year as investors broaden their focus across the artificial intelligence (AI) supply chain.The company continues to benefit from strong demand for AI processors. However, questions are emerging over whether Nvidia can sustain its dominance as its largest customers increasingly develop competing technologies and as Apple closes the gap in market value.Apple closes the gap in market valueNvidia has remained the world’s most valuable listed…

Tesla (TSLA) reported second-quarter vehicle deliveries that comfortably exceeded Wall Street expectations on Thursday, signaling a significant rebound in demand as the electric-vehicle maker navigates an increasingly competitive global market.The company delivered 480,126 vehicles worldwide during the second quarter, according to a statement released Thursday.The result came in well above analyst expectations. FactSet estimates had pointed to deliveries of approximately 409,000 vehicles, while Tesla’s company-compiled consensus forecast stood at roughly 406,000 units.The stronger-than-expected performance marks a notable recovery for Tesla after a challenging period. Vehicle sales came under pressure from slowing electric-vehicle demand, rising competition, and political controversies surrounding Chief…

US stocks opened lower on Wednesday as investors booked profits in semiconductor stocks following a record-breaking first half of 2026, while renewed US-Iran tensions and expectations of tighter monetary policy also weighed on sentiment.The Dow Jones Industrial Average declined 253 points. The S&P 500 slipped 0.46% while the Nasdaq Composite fell 0.68%.Semiconductor stocks lead declinesChipmakers came under pressure in trading after posting outsized gains during the first six months of the year.Micron Technology dropped 7.6%, although the stock remained up 238% year to date. Sandisk fell 9% after surging more than 650% during the first half of 2026. Nvidia and…