Nvidia's forward price-to-earnings ratio fell to 22.22x, its lowest since June 2019, despite record revenue of $215.9 billion in fiscal 2026, as investor focus shifts to other AI sectors like memory a…
PC shipments fell 5% year-over-year in Q2 2026 to 68.2 million units, the first decline after nine consecutive quarters of growth, driven by an AI-fueled memory chip shortage, according to IDC. Smalle…
Semiconductor stocks plunged, erasing $1.3 trillion in market value, as Wall Street grew concerned about slowing AI spending growth, putting pressure on Intel, Micron, and AMD amid rising interest rat…
Nvidia's stock has fallen to its lowest valuation since 2019, trading at 18.4 times expected earnings, as investors shift focus to other AI companies. The decline has reduced Nvidia's correlation with…
Seoul stocks opened 2.7 percent lower on July 8, 2026, amid global technology losses and investor reassessment of the AI trade, with Samsung Electronics and SK hynix declining. The KOSPI later pared l…
Apple is testing DRAM chips from blacklisted Chinese chipmaker CXMT for devices sold in China, seeking US government approval as memory prices triple amid AI-driven demand. The move could set a preced…
SK Hynix filed for a $28 billion IPO on Nasdaq, the largest foreign company listing in US history, to fund production expansion amid a global shortage of high-bandwidth memory (HBM) critical for AI ch…
Samsung has begun mass production of PCIe 6.0 SSDs with up to 64TB capacity for Nvidia's Vera Rubin AI platform, which entered full-scale production on June 1, 2026. The drives, including the PM1763 a…
Sandisk stock surged 34% in June 2026, driven by AI data-center demand for NAND flash memory, with shares climbing from $1,695 to over $2,090. The rally was fueled by strong Q2 revenue of $3.03 billio…
Major chip stocks including SK Hynix, Samsung, Micron, and AMD have plunged double digits in a semiconductor sell-off driven by profit-taking, stretched valuations, and disappointing guidance from Bro…
Samsung Electronics reported a nearly 19-fold surge in Q2 2026 operating profit to 89.4 trillion won, yet its stock fell 6.9% as investor expectations had already priced in AI-driven growth. The decli…
The Nasdaq Composite fell 4.18% on June 5, its worst single-day drop since April 2025, as a trillion-dollar selloff in semiconductor stocks dragged the Dow and S&P 500 lower and spilled into crypto ma…
Samsung's record earnings report triggered a sell-off in the US chip sector on Tuesday, as investors worried about overspending on AI infrastructure and lofty expectations. Shares of Intel, Marvell, a…
Samsung Electronics reported a 19-fold year-over-year jump in preliminary April-June operating profit to about $58 billion, but AI-linked chip stocks sold off on July 7, 2026, with Samsung shares fall…
Micron, Samsung, SK Hynix, and the Roundhill Memory ETF have all fallen more than 20% from recent highs, entering a bear market as the AI memory trade cracks despite Samsung's record profit. Semicondu…
AI stocks Micron and Samsung fell 8% and nearly 10% respectively despite posting massive earnings, as overcrowded positioning led to a sell-the-news reaction. Meanwhile, Bitcoin gained 9.1% over the p…
Samsung Electronics' strong Q2 2026 profit outlook triggered a global chip-stock selloff on July 7, 2026, with Micron and Intel shares falling as much as 8%. The selloff reflects investor concern abou…
Micron reported record fiscal Q3 2026 revenue of $41.46 billion and non-GAAP gross margin of 84.9%, driven by AI memory demand, but shares remain volatile as investors question whether memory pricing …
Wall Street fell on Monday amid renewed AI investment concerns, with chip stocks declining. The S&P 500 dropped 0.2%, the Nasdaq 100 fell 1.4%, and the Dow Jones rose 0.1%. Micron and Lam Research fel…
SK Hynix, a South Korean memory-chip maker and key Nvidia supplier, is set to begin trading on the Nasdaq this Friday, aiming to raise approximately $28 billion in what could be one of the largest tec…