--- title: "Apple, Nvidia And Other 8 Tech Stocks Just Wiped Out $500 Billion As A New Threat Emerges" description: "Tech giants, including Apple and Nvidia, lost over $500 billion in market value on Thursday due to Cisco's weak margin outlook and ongoing memory shortages. Apple's market cap fell by $200 billion, ma" type: "news" locale: "en" url: "https://longbridge.com/en/news/275801606.md" published_at: "2026-02-12T19:06:45.000Z" --- # Apple, Nvidia And Other 8 Tech Stocks Just Wiped Out $500 Billion As A New Threat Emerges > Tech giants, including Apple and Nvidia, lost over $500 billion in market value on Thursday due to Cisco's weak margin outlook and ongoing memory shortages. Apple's market cap fell by $200 billion, marking its worst single-day drop since Liberation Day. The decline was exacerbated by fears of AI disruption, with Cisco's earnings report revealing lower-than-expected gross margin guidance. Other companies like Tesla, Amazon, and Meta also faced significant losses, as rising input costs and supply chain issues compounded the sector's challenges. Wall Street's tech unwind accelerated Thursday, erasing more than $500 billion in market value across 10 heavyweight names. But unlike recent pullbacks triggered by broad-based software stocks selloff, Thursday’s fall also hit legacy hardware giants. According to Coinmarketcap.com, here are the 10 largest single-day market cap loss within the tech sector on Thursday: - **Apple Inc.** (NASDAQ:AAPL): -$200.04 billion, after falling 5% – the worst single-day drop since Liberation Day. - **Tesla Inc.** (NASDAQ:TSLA): -$52.28 billion - **Amazon.com Inc.** (NASDAQ:AMZN): -$51.08 billion - **Broadcom Inc**. (NASDAQ:AVGO): -$41.77 billion - **Cisco Systems Inc.** (NASDAQ:CSCO): -$39.42 billion - **Meta Platforms Inc.** (NASDAQ:META): -$35.19 billion - **Taiwan Semiconductor Manufacturing Co**. (NYSE:TSM): -$30.85 billion - **AppLovin Corp**. (NASDAQ:APP): -$28.05 billion - **NVIDIA Corp**. (NASDAQ:NVDA): -$20.82 billion - **Palantir Technologies Inc**. (NYSE:PLTR): -$19.54 billion ## Why Are Tech Stocks Falling? Fears over AI disruption continue to rattle the software sector. The **iShares Expanded Tech-Software Sector ETF** (NYSE:IGV) dropped more than 3% Thursday, revisiting lows last seen last week. Year to date, the industry is down over 20%. But Thursday's broader tech slump had a clear catalyst: Cisco earnings Cisco plunged 11% despite topping expectations. The company reported earnings of $1.04 per share, beating the $1.02 consensus. Revenue came in at $15.35 billion, above estimates of $15.11 billion, supported by strength in networking. The problem was margins. Goldman Sachs analyst **Michael Ng** highlighted that Cisco’s networking revenue grew 21% year over year and orders accelerated above 20%. Yet fiscal third-quarter gross margin guidance of 65.5%-66.5% missed the 68% consensus, reflecting a heavier hardware mix and higher commodity costs. Management cited memory inflation and pledged pricing actions and long-term supply agreements through fiscal 2026. Then China’s tech giant Lenovo confirmed the risk of mounting pressure on PC shipments amid worsening memory shortages. CEO **Yang Yuanqing** told Reuters on Thursday the company expects unit pressure but aims to maintain profitability. Peers **Dell Technologies Inc.** (NYSE:DELL) and **HP Inc.** (NYSE:HPQ) plunged 10.2% and 7%, respectively, highlighting that rising input costs and supply strains are now competing with AI disruption risks as dominant drags in tech market. *Image: Shutterstock* ### Related Stocks - [CSCL.US - Direxion Daily CSCO Bull 2X Shares](https://longbridge.com/en/quote/CSCL.US.md) - [FBL.US - GraniteShares 2x Long META Daily ETF](https://longbridge.com/en/quote/FBL.US.md) - [TSLT.US - T-Rex 2X Long Tesla Daily Target ETF](https://longbridge.com/en/quote/TSLT.US.md) - [AAPB.US - GraniteShares 2x Long AAPL Daily ETF](https://longbridge.com/en/quote/AAPB.US.md) - [CSCS.US - Direxion Daily CSCO Bear 1X Shares](https://longbridge.com/en/quote/CSCS.US.md) - [SOXX.US - iShares Semiconductor ETF](https://longbridge.com/en/quote/SOXX.US.md) - [NVDX.US - T-Rex 2X Long NVIDIA Daily Target ETF](https://longbridge.com/en/quote/NVDX.US.md) - [METW.US - Roundhill META WeeklyPay ETF](https://longbridge.com/en/quote/METW.US.md) - [CSCO.US - Cisco](https://longbridge.com/en/quote/CSCO.US.md) - [TQQQ.US - Proshares UltraPro QQQ](https://longbridge.com/en/quote/TQQQ.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 金融倡導者投資管理公司減少了在 Meta Platforms, Inc. $META 的股票持倉 | Financial Advocates Investment Management 在第三季度將其在 Meta Platforms, Inc. 的持股減少了 66.7%，目前持有 2,343 股，價值 172 萬美元。其他機構投資者也調整了 | [Link](https://longbridge.com/en/news/276432394.md) | | 據報道，Meta 計劃承諾提供 6500 萬美元以支持對人工智能友好的州政治家 | Meta Platforms Inc. 計劃在 2026 年投資 6500 萬美元，以支持支持人工智能行業的州政治家。該倡議從德克薩斯州和伊利諾伊州開始，是 Meta 迄今為止最大的與選舉相關的支出。該公司旨在通過推出兩個新的超級政治行動委 | [Link](https://longbridge.com/en/news/276447680.md) | | 傳 OpenAI 最新融資有望突破 7800 億，亞馬遜、英偉達等參與投資 | OpenAI 即將完成新一輪融資的第一階段，預計融資額將超過 1,000 億美元，創下紀錄。首輪融資主要來自亞馬遜、軟銀、英偉達和微軟等戰略投資者，預計在本月底前確定投資方案。隨著 OpenAI 計劃進行基礎設施投資，公司整體估值可能超過 | [Link](https://longbridge.com/en/news/276419176.md) | | 蘋果舉辦特別活動 iPhone 17e 及多款 Mac 有望亮相 | 蘋果公司將於 3 月 4 日舉行名為「Special Apple Experience」的特別活動，首次在紐約、倫敦和上海同步舉辦。此次活動可能會推出平價版 MacBook 和入門級 iPhone 17e，後者預計售價約 599 美元，搭載 | [Link](https://longbridge.com/en/news/276430531.md) | | 黃仁勳：英偉達將發布幾款前所未有的全新晶片 | 英偉達執行長黃仁勳接受外媒訪問時稱，該企已經為下月的年度 AI 盛會 GTC 2026 準備了幾款前所未有的全新晶片。 他補充，「由於所有技術都已達到極限，所以沒有什麼是容易的」。但強調因擁有一支由英偉達和 SK 海力士的內存工程師組成的團 | [Link](https://longbridge.com/en/news/276419680.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.