Wall Street has been rotating out of AI leaders into real-economy stocks.

Relx dropped 14.4 per cent on Tuesday, reversing the fortunes of one of the best-performing stocks in recent years and a company widely regarded as one of the UK’s brightest hopes for AI success. Relx owns the leading legal information and analytics platform LexisNexis.

Nvidia, AMD, Palantir and Intel crashed today: Nasdaq plunged 300+ points as key AI and chip stocks sold off sharply. Nvidia fell over 3%, AMD dropped more than 15%, Palantir slid nearly 12% and Intel lost about 4%.

Live Updates This is Why Enphase Energy is up 38% 3 hours ago Live Shares of Enphase Energy (ENPH) are up 38%, or by $14.08, on a strong revenue forecast. Earlier today, the company said Q4 revenues fell 10% year over year to $343.

US stock market indices like the Dow Jones and the S&P 500 opened higher, while the Nasdaq Composite dropped as investors avoid big bets on software and cloud stocks. Follow all US stock market live updates here.

Major equities indexes mostly fell on a busy earnings Wednesday, with technology shares again pulling the Nasdaq and S&P 500 lower.

Asian stocks expected to fall as tech-led decline intensifies in technology sectors. Nasdaq 100 suffers worst two-day rout since October; S&P China index down 2%.

Tech and software shares fell sharply during Thursday trading.

Anthropic’s latest enterprise AI upgrade triggered a sharp sell-off in the stock market, as investors grew concerned that advanced automation tools could displace traditional software platforms and fundamentally reshape how businesses manage workflows across industries.