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#AI Stocks
Stock analysis posts tagged "AI Stocks" from Openbook.
US Market Breakdown: AI Revenue Scare Hits Chips, Week of 5 October 2026
The S&P 500 and Nasdaq set record closes before a report on OpenAI's revenue knocked Oracle, Nvidia and AMD, yet Wall Street still finished the week higher as defensives took the lead and SpaceX's $8bn spectrum deal reshaped US telecoms.
How oil and a 2002 yield high undid Wall Street's record week
The S&P 500 set a record above 7,800 on Tuesday and gave it back by Thursday. Oil, a 24-year high in Treasury yields and Delta's fuel bill explain why.
US Market Breakdown: Muse Rally Meets Bond Rout, Week of 21 September 2026
Meta's Muse AI agent drove a near-13% weekly gain and split Wall Street: chipmakers rallied while travel bookers slid. The Nasdaq added 2% as Treasury yields hit a 19-year high, then Monday gave much of it back.
Two Nasdaq records, then a 5.2% yield: Wall Street's week
Two record Nasdaq closes, then a bond market that took them both back. The week Wall Street's AI rally met a 10-year yield at its highest since 2007.
Wall Street's week: an oil shock, a jobs shock and 36 points
Wall Street spent the week repricing a Fed rate rise rather than a cut. What we flagged on Monday, how Broadcom and Dell landed, and Friday so far.
Nvidia delivered, then Warsh took over: Wall Street's week
Nvidia's $89bn data-centre quarter broke a three-day standstill on Wall Street, lifting the Nasdaq 1.57% on Thursday. Then Kevin Warsh took the podium.
US Market Breakdown: Record Highs Meet a Bond Rout, Week of 10 August 2026
Cooler US inflation lifted the S&P 500 to a record above 7,800 last week, but weak retail sales and a bond selloff that pushed 30-year Treasury yields to their highest since 2007 took the shine off by Monday.