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Markets closedFriday, May 29 · next open Monday 9:30 AM ETReal-time

Market overview

Trending tickers, market sentiment, the names in the most watchlists and this week’s catalysts — built from the news desk, your universe and the events calendar.

Market sentiment
Neutral49 / 100
Advancers
27names up today
Decliners
10names down today
Stories tracked
1227 sources
Top trending
Stocks driving today's news
Most-covered tickers from the news desk — re-rank by coverage, price move or sentiment.
Updated 2m ago
6 of 6 names
1NVDANVIDIA CorpSemiconductorsExport-rule scrutiny is the dominant driver this session9Bearish · 36124.60+2.34%
2TSLATesla IncAuto ManufacturersGuidance cut frames a softer first half8Bearish · 33178.40-3.10%
3AMDAdvanced MicroSemiconductorsAccelerator roadmap gains Street credibility8Bullish · 64171.05+4.21%
4AVGOBroadcom IncSemiconductorsPost-print profit-taking despite an AI-segment beat7Bearish · 411,432.10+1.84%
5MUMicron TechSemiconductorsHBM supply tightening supports pricing power6Bullish · 68142.85+2.97%
6MSFTMicrosoftSoftware — InfrastructureCapex commentary supports the AI trade5Bullish · 62441.30+0.86%
Market summaryBearish · 42

Export-rule scrutiny reframes the semis tape as AI demand holds firm

Renewed US export-rule scrutiny dominated the semiconductor narrative, pressuring China-exposed names even as the underlying AI-demand story stayed intact. Broadcom’s post-print fade and NVIDIA’s regulatory overhang set a cautious tone, partly offset by upgrade momentum at Micron.

What's driving it
Export-rule review is the session’s dominant driver for large-cap semis
NVIDIA carries the most China data-centre revenue exposure
Micron and AMD provide an offsetting bullish pull on supply
AI-demand thesis remains structurally intact beneath the policy noise
Key risks
A wider-than-expected rule scope could clip forward guidance
Valuations leave little room for disappointment after the rally
Headline-driven volatility likely until the rule is finalised
18 articles · updated 12m ago
Upcoming eventsfrom calendar
May29PCE inflation · 8:30 AM ETEconomicMED
May29MRVL — Q1 earningsEarningsMED
Jun6CRM — Q1 FY26 earnings (est.)EarningsHIGH
Jun11NVDA — ex-dividend $0.01DividendLOW
Jun12CPI inflation · 8:30 AM ETEconomicMED
Jun18FOMC rate decision · 2:00 PM ETEconomicHIGH
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Watchlist favourites
Most followed stocks
The names in the most watchlists right now.
1NVDANVIDIA CorpSemiconductors124.60+2.34%
2METAMeta PlatformsInternet Content478.20+1.12%
3COSTCostcoDiscount Stores812.30+1.05%
4GOOGLAlphabetInternet Content176.30+0.94%
5MSFTMicrosoftSoftware — Infrastructure441.30+0.86%
6AMZNAmazonInternet Retail186.50+0.42%
7AAPLApple IncConsumer Electronics198.20-0.41%
News desk
Latest in the market
Most recent stories — open to everyone.
Live
NVDAFresh export-rule scrutiny weighs on China-exposed chip revenueREGULATORY · WSJ · 14m agoBearish · 31
AVGOBroadcom stock falls despite accelerating AI-chip growthEARNINGS · Bloomberg · 38m agoBearish · 38
MUMicron upgraded as HBM demand outlook brightens into next cycleANALYST · Reuters · 1h agoBullish · 74
SPYOil surge and geopolitics trigger a broad risk-off sessionMACRO · CNBC · 1h agoBearish · 34
TSLATesla guidance cut crystallises a softer first halfEARNINGS · The Tape · 2h agoBearish · 28
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