Posts tagged ai
Everything we have written about ai.
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Apple lost $131 billion on the day BofA flagged Meta's Muse. The whole S&P 500 lost $117 billion.
·4 min read
Apple fell 2.66% on 29 September, erasing $131.3 billion — more than the S&P 500's entire net loss of $117.3 billion. Without Apple, the other 499 stocks finished up a net $14 billion.
sp500applemetatechnologyaiMicrosoft added $135 billion on its Copilot relaunch, 41% of the S&P 500's gain. The rest of software fell.
·4 min read
Microsoft rose 3.66% on 25 September, the day it released a redesigned Copilot, adding $135.4 billion, about 41% of the S&P 500's $333.5 billion gain. It was the stock's highest close of 2026. Oracle, Salesforce, ServiceNow and six other software names lost $24.1 billion, and Meta gave back $66.1 billion.
sp500sectorstechnologyaimicrosoftmetaFinancials lost $168 billion on the day Meta's Muse landed. The S&P 500 finished flat.
·4 min read
S&P 500 financials fell 1.93% on 22 September, their weakest day in the site's snapshots since mid-June, and lost $168 billion while the index barely moved. JPMorgan alone accounted for $32 billion; Schwab and Allstate fell hardest.
sp500sectorsfinancialsaiBooking, Airbnb and Expedia lost $22.5 billion in two days after Meta's Muse. Marriott rose.
·4 min read
Booking Holdings, Airbnb and Expedia fell 7.5% to 10.3% over 22-23 September as Meta's Muse AI agent was tied to travel booking, losing $22.5 billion combined. Airbnb had its worst day in our history. Marriott rose 2.63% and Hilton was flat.
sectorsconsumer-discretionarytravelmetaaisp500Oracle's capex guidance lifted Dell and HPE 12%. It cost Oracle 1.7%.
·3 min read
Dell and HPE posted the S&P 500's biggest gains on September 11 after Oracle's CFO reaffirmed $90-95 billion in capex guidance. Chipmakers Nvidia and Micron barely moved, and Oracle itself fell 1.74% — here's the split in StockTreeMap's own sector data.
sectorstechnologydellhpeoraclesp500aiNvidia alone drove nearly half of today's S&P 500 gain
·3 min read
The S&P 500 rose 0.54% on September 2, but $NVDA's 3.2% move contributed almost half of that by itself. Strip it out and the index gained just 0.32%. This is the sixth time in a month a single stock has carried this much of the tape.
sp500sectorsainvidiaNvidia doubled its revenue. Two days later the whole chip complex fell.
·4 min read
The S&P 500 closed down 0.16% on Friday. Take Nvidia out and it closed up 0.20%. Every one of thirteen AI-hardware names fell that day, and all six of the largest non-AI companies rose.
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