Semiconductors

Nikkei 225 falls as tech-heavy weights drag Japan’s benchmark despite mixed breadth, putting AI stocks and bond yields in focus.

Nvidia’s Aug. 26 earnings loom over AI stocks as higher yields test semiconductor valuations and the broader stock-market rebound.

AMD stock falls as AI chip names retreat before Fed minutes, with Nvidia financing concerns adding pressure to semiconductor valuations.

Marvell stock rallies as investors look to AI data center demand and Thursday’s earnings for confirmation of a richer semiconductor valuation.