Nvidia

Nvidia and Micron led a chip-stock retreat as investors reassessed AI valuations after a record quarter for semiconductors.

AI stocks regain momentum as Nvidia and Micron help steady Wall Street, while traders weigh valuation risk, yields and quarter-end flows.

Growth stocks weaken as sticky PCE inflation keeps Fed rate risk alive, pressuring AI and semiconductor leaders despite selective dip buying.

Micron steadies after a sharp AI-led selloff as traders watch whether memory demand can support lofty chip stock valuations.