US stocks closed lower on the last day of June with all three major indexes down. The AI-driven Nasdaq rose 18% in the first half of the year, while Nvidia soared 149%.

After hitting a new high, the S&P and Dow fell together, possibly due to Goldman Sachs and JPMorgan bearish on US stocks. Amazon, Google, and Microsoft fell from their recent highs, while most chip stocks rose. However, Nvidia rose 3% before falling 0.4% as the AI hype drove the Nasdaq up 18% and the S&P up 14.5% in the first half of the year.

wallstreetcnJun 29 09:32

Decoding ASML Holding's Options Activity: What's the Big Picture?

BenzingaJun 29 02:31

Micron's Drop Leads Chips Lower Amid Profit Taking

Seeking AlphaJun 28 00:00

Goldman Sachs has internal disagreements regarding the most sensitive issues in AI, but "even if it is a bubble, it will continue for a long time".

Goldman Sachs analysts generally believed that the shortage of chips and electrical utilities supply could limit the development potential of AI technology. However, if AI can significantly accelerate economic growth and corporate profitability without exacerbating inflation issues, the long-term return on the S&P 500 index will be higher than the average level.

wallstreetcnJun 27 23:31

Stock-Split Watch: Is ASML Holding Next?

Yahoo FinanceJun 26 16:15

After in-depth investigation of the Taiwan semiconductor supply chain, Morgan Stanley has summarized seven conclusions.

Deutsche Bank believes that the prospects for Nvidia are still optimistic, and AMD's AI business has limited room for growth; the memory market has weak supply and demand, and most of the incremental supply is allocated to HBM.

wallstreetcnJun 26 11:38