ai stocks

2 articles · newest first

Red stock ticker screens on a trading floor, as AI and memory chip stocks sold off after the 30-year Treasury yield hit a 19-year high on August 18, 2026.

the bond market just punished AI stocks — and Nvidia barely felt it

the 30-year Treasury hit its highest yield since 2007 on August 18, and the stocks that actually cratered were the memory makers, not the AI chip leader everyone worries about.

Lena Fischer · Aug 21 · 7 min

Hardware

AI stocks just crashed 40-60% — nobody told the people actually renting GPUs

Nvidia's trading at its cheapest valuation in a decade. Meanwhile the price of renting a GPU by the hour nearly doubled. Both are true at once.

Ravi Malhotra · Aug 13 · 7 min