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Wall Street Slides as Oil Surge Hits Tech Stocks Hard

US markets extended losses as  rising oil prices and a sharp sell-off in tech stocks weighed on sentiment , overshadowing dovish signals from the Federal Reserve. Key Market Moves S&P 500 fell 0.4% to 6,343.72 Nasdaq dropped 0.7% to 20,794.64 Dow Jones rose 0.1% to 45,216.14 Key takeaway: Tech weakness and oil-driven inflation fears are dragging the broader market lower. What’s Driving the Sell-Off? 1. Oil Prices Surge Again Crude oil jumped  over 5% to around US$105 Driven by ongoing  US–Iran–Israel conflict Higher oil = higher inflation risk = pressure on equities 2. Tech Stocks Lead the Decline Heavy losses in AI, chip, and data-related names: Applied Digital : -13.5% AXT Inc : -13% Micron Technology : -9.9% Arm Holdings : -5% Intel : -4.5% Super Micro Computer : -4.1% AI and semiconductor stocks are facing profit-taking and valuation concerns 3. Fed Comments Not Enough to Lift Sentiment Jerome Powell  signaled no immediate rate hikes despite rising energy pri...
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Wall Street Slides as Oil Surge Hits Tech Stocks Hard


US markets extended losses as rising oil prices and a sharp sell-off in tech stocks weighed on sentiment, overshadowing dovish signals from the Federal Reserve.

Key Market Moves

  • S&P 500 fell 0.4% to 6,343.72
  • Nasdaq dropped 0.7% to 20,794.64
  • Dow Jones rose 0.1% to 45,216.14

Key takeaway: Tech weakness and oil-driven inflation fears are dragging the broader market lower.

What’s Driving the Sell-Off?

1. Oil Prices Surge Again

  • Crude oil jumped over 5% to around US$105
  • Driven by ongoing US–Iran–Israel conflict

Higher oil = higher inflation risk = pressure on equities

2. Tech Stocks Lead the Decline

Heavy losses in AI, chip, and data-related names:

  • Applied Digital: -13.5%
  • AXT Inc: -13%
  • Micron Technology: -9.9%
  • Arm Holdings: -5%
  • Intel: -4.5%
  • Super Micro Computer: -4.1%

AI and semiconductor stocks are facing profit-taking and valuation concerns

3. Fed Comments Not Enough to Lift Sentiment

Jerome Powell signaled no immediate rate hikes despite rising energy prices.

However:

Markets remain focused on inflation risks, not policy reassurance

Mixed Performance Among Big Tech

Decliners:

  • Tesla: -1.8%
  • NVIDIA: -1.4%
  • Apple: -0.9%
  • Alphabet: -0.3%

Gainers:

  • Meta Platforms: +2%
  • Amazon: +0.8%
  • Microsoft: +0.6%

Big Tech is showing divergence, but overall momentum remains weak

Notable Movers

Winners:

  • Alcoa: +8.2% (supply disruption boost)
  • Palo Alto Networks: +5%
  • Occidental Petroleum: +1.4%
  • Exxon Mobil: +0.3%

Losers:

  • Optical & AI-linked stocks broadly declined
  • Crypto-related equities fell despite crypto gains

Crypto Shows Resilience

  • Bitcoin: +0.8%
  • Ethereum: +2.4%
  • Solana: +2.1%
  • XRP: +1.1%

Crypto decoupling slightly from equities in the short term

Final Take

Markets are being pulled in two directions:

  • Rising oil prices → inflation fears → equity pressure
  • Fed patience → limited support for risk assets

Until energy prices stabilise, tech-heavy indices like the Nasdaq may continue to face downside pressure.

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