Tech stocks tied to AI are falling amidst market sell-offs, coinciding with geopolitical events that have caused a key oil pipeline to close and crude prices to rise.

The entities involved

• AMD →

  American multinational semiconductor company

  • A market sell-off hit major chip companies (AMD, Intel, Micron, Samsung, Nvidia) as the AI trade cooled and investors entered risk-off mode.Mon 17:34
  • Hyperscalers are competing for AI market share, driving high demand for semiconductors and boosting corporate profits.Mon 16:49
• Intel →

  American multinational technology company

  • Intel announced major partnerships with Apple and Tesla, alongside executive appointments, including Lee as VP.Mon 15:04
  • Intel announced that it has secured Tesla as its next-generation 14A customer, while also undergoing leadership changes.Mon 14:08
• Nvidia →

  American multinational technology company

  • Apple is utilizing TSMC for advanced chip manufacturing, a trend observed alongside market pricing pressures affecting sales volume.Mon 17:45
  • Nvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.Mon 17:31

Related events

• Ameriprise links energy to inflation damage as AI demand uncertainty affects tech stocks amid Middle East conflict.Sep 15
• AI competition between companies like Intel and DeepSeek is contributing to market sell-offs, which are now linked to inflation and rate hikes driven by Middle East tensions.Jul 20
• Tech giants' profits are driving stock prices, but a Middle East crisis poses a risk to the market bubble.Sep 22
• Reuters reports on Alibaba's large stock sale, noting both Alibaba and Intel as major players in AI infrastructure.Aug 25
• Both AMD and Intel are currently raising capital to fund their expansion into the artificial intelligence sector.Aug 26