The Iran War just ended. (Or did it?)

Last August, the U.S. government acquired a 10% stake in Intel for $8.9 billion. That investment countered the bearish view that Intel's business would collapse and supported the bullish belief that it could evolve into a "national champion" in semiconductor manufacturing.

Wall Street gave up an early rally and went negative. The S&P 500 fell 1.6% after wiping out an early gain of 4.1%, which had it on track for its best day in years. That brought the index nearly 19% below its record set in February.

AppLovin shares are under pressure due to "SaaSpocalypse" concerns that don't seem legitimate in the long run.

Microsoft stock has also dropped as concerns about Copilot, its AI tool continue. While millions of customers are using its free version, only a small percentage of them are willing to pay for it. Instead, customers are opting for other mainstream tools like Claude, Grok, and ChatGPT.

MercadoLibre operates a leading e-commerce and fintech platform serving businesses and consumers across Latin America.

Taiwan Semiconductor ( TSM) just dropped an important clue that should excite the resurgent AI stock bulls.

The Iran War is over. (Or is it?)