Micron stock surged up to 9% after the memory-chip maker announced an additional $50 billion in US chipmaking spending, bringing its total planned investment through 2035 to $250 billion. The move, pr…
Micron Technology, Sandisk, and Marvell stocks jumped on Thursday, leading a broader chip sector rally driven by AI memory demand. The gains followed reports that SK Hynix's US IPO is oversubscribed, …
Hedge funds have sold US semiconductor stocks for four consecutive weeks as of early July 2026, unwinding the dominant chip-over-software trade that drove markets earlier in the year. The reversal fol…
Memory-chip stocks including Samsung, SK Hynix, and Micron have entered bear-market territory, falling more than 20% from recent highs, as investors grow harder to impress despite record profits and g…
Semiconductor stocks that surged on AI demand in the first half of 2026 are now declining, with Micron's 346% revenue growth failing to prevent a 7.5% stock drop on July 7. Chipmaker Sequans Communica…
Nvidia's stock has lost roughly $1 trillion in market value in less than two months, now trading at 18 times forward earnings, its cheapest since early 2019. Analysts like Jessica Inskip and Vivek Ary…
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…
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…
High Bandwidth Flash (HBF), a NAND-based memory stack with read bandwidth comparable to HBM4 but 10x the capacity, is set to sample from Sandisk in late 2026 and appear in AI inference devices by earl…
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…
Samsung Electronics reported a 19-fold jump in quarterly profit, but its stock fell up to 10% as investors took profits from the AI-fueled rally, dragging down other chip stocks like Micron, Sandisk, …
Kioxia launched a 332-layer NAND flash with 4.8 Gb/s interface speed, leapfrogging rivals Micron, Samsung, and SK Hynix. The Japanese chipmaker targets enterprise and data center SSDs for AI workloads…
The Philadelphia Stock Exchange Semiconductor Index fell 6.3% on July 1, 2026, its steepest single-day drop, as AI-memory stocks Micron and Sandisk each dropped about 10% and equipment makers KLA, Lam…
Kioxia has begun sampling its tenth-generation 332-layer 3D NAND BiCS chips, featuring 1 Tbit TLC capacity and a 4.8 Gbit/s interface speed. The technology introduces CMOS directly Bonded to Array and…
Kioxia and Sandisk have begun sampling their tenth-generation 3D NAND BiCS chips with 332 layers, featuring 1 Tbit TLC chips for enterprise and data center SSDs. The new technology introduces CMOS dir…
Ten stocks, led by Micron Technology, drove nearly all of the Nasdaq-100's 20% gain in the first half of 2026, with Micron alone contributing 26% of the index's returns after its stock quadrupled. The…
Palantir stock has crashed 35% this year and fallen 45% from its 52-week high, despite strong first-quarter revenue of $1.63 billion. Analysts like Wedbush's Dan Ives argue the sell-off is overdone, c…
Elon Musk warned that the recent memory chip price surge is the largest he has ever seen, driven by insatiable AI demand for DRAM and high-bandwidth memory. The shortage has caused chipmaker stocks to…
Apple shares fell nearly 6% on Thursday, wiping out about $250 billion in market value, after the company raised prices on iPads and Macs by up to $200, citing skyrocketing memory costs driven by AI d…
Nasdaq futures surged 2.24% on June 25 after Micron reported an earnings beat and issued an upbeat outlook, while Qualcomm set a $15 billion data-center revenue target by 2029, boosting chip stocks. M…