The Nasdaq Composite fell 0.5% in Tuesday morning trading after briefly spiking higher on a rally in risk. The S&P 500 was down 0.6%. The Dow was down 280 points, 0.6%.
Heavy borrowing by CoreWeave and Oracle to build more AI data center capacity is spooking bond markets and debt insurance prices are soaring.
Among semiconductor stocks, Sur named Broadcom (AVGO), Marvell Technology (MRVL), Analog Devices (ADI) and Micron Technology (MU) as his top picks for 2026. His only chip-equipment pick is KLA (KLAC), ...
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