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Ross Gerber Says Chip Sell Off 'a Gift' for Those That Want to Retire Even as SK Hynix US Debut Nears: 'Captured by Very Short-Term Thinking'
Benzinga43d agobearish
Ross Gerber Says Chip Sell Off 'a Gift' for Those That Want to Retire Even as SK Hynix US Debut Nears: 'Captured by Very Short-Term Thinking'

Investor Ross Gerber said Tuesday that those selling semiconductor stocks were focusing on the short term, calling the recent pullback “a gift” for long-term investors ahead of South Korea’s chipmaker SK Hynix‘s $29 billion U.S. listing later this week. Gerber Calls Chip Stocks ‘Least Expensive’ In The Market “People selling chip stocks seem to be captured by very short term thinking,” Gerber said in a post on X. The Gerber Kawasaki CEO called semiconductor companies “some of the least expensive

Is Cipher Digital’s Shift Into Russell Growth Indexes Rewriting Its Core Investment Story (CIFR)?
Simply Wall St.43d agobearish
Is Cipher Digital’s Shift Into Russell Growth Indexes Rewriting Its Core Investment Story (CIFR)?

Cipher Digital Inc. was reshuffled across Russell indexes in late June 2026, exiting multiple value and microcap benchmarks while joining several growth-focused indices including the Russell 2500 and 2000 Growth benchmarks. This reclassification highlights how the market is increasingly viewing Cipher Digital as a growth-oriented AI and high-performance computing data center landlord rather than a traditional value or Bitcoin mining play. We’ll now explore how Cipher Digital’s move into...

T1 Energy (TE) Falls Hard on July 4 Solar Credit Expiration
Insider Monkey43d agobearish
T1 Energy (TE) Falls Hard on July 4 Solar Credit Expiration

T1 Energy Inc. (NYSE:TE) is one of the 10 Stocks Investors Are Running Away From. T1 Energy dropped its share prices by 19.65 percent on Tuesday to close at $6.95 apiece, as investors unloaded positions in solar stocks following last week’s expiration of federal tax credits. The expiration forms part of the One Big Beautiful […]

Rocket Lab (RKLB) Falls Hard — Its CEO May Hold the Answer
Insider Monkey43d agobearish
Rocket Lab (RKLB) Falls Hard — Its CEO May Hold the Answer

Rocket Lab Corp. (NASDAQ:RKLB) is one of the 10 Stocks Investors Are Running Away From. Rocket Lab extended losses for a second day on Tuesday, shedding 10.40 percent to end at $83.41 apiece, as investors mirrored its chief executive’s disposition of a significant stake in the company. In a regulatory filing on Monday, the space […]

Solstice (SOLS) Drops 8.7% on $14.5B  Element Takeover
Insider Monkey43d agobearish
Solstice (SOLS) Drops 8.7% on $14.5B Element Takeover

Solstice Advanced Materials Inc. (NASDAQ:SOLS) is one of the 10 Stocks Investors Are Running Away From. Solstice extended its losing streak to a fourth consecutive day on Tuesday, slashing 8.74 percent to close at $62.10 apiece, as investors turned sour on its plan to acquire Element Solutions for $14.5 billion. In a statement on the […]

Bloom Energy (BE) Falls 8.6% on Profit-Taking
Insider Monkey43d agobearish
Bloom Energy (BE) Falls 8.6% on Profit-Taking

Bloom Energy Corp. (NYSE:BE) is one of the 10 Stocks Investors Are Running Away From. Bloom Energy Corp. (NYSE:BE) slashed its share prices by 8.64 percent on Tuesday to finish at $269.57 apiece, as investors resorted to profit-taking following the previous day’s surge, while waiting for fresh catalysts to boost buying appetite. Investors may have […]

Amkor Technology (AMKR) Falls Sharply As Fair Value Debate Returns
Simply Wall St.43d agobearish
Amkor Technology (AMKR) Falls Sharply As Fair Value Debate Returns

Amkor Technology (AMKR) is back in focus after its shares fell 12.9% on July 2, 2026, to $69.65, as investors weighed valuation metrics and recent insider selling activity. See our latest analysis for Amkor Technology. The recent 1 day share price return decline of 6.5% and 7 day share price return decline of 24.2% suggest momentum in Amkor Technology is fading in the very near term. However, the year to date share price return of 52.2% and 1 year total shareholder return of 198.2% still...

South Korean chip stocks slide after overnight US selloff on AI boom concerns
Reuters43d agobearish
South Korean chip stocks slide after overnight US selloff on AI boom concerns

Shares of South Korean memory chipmakers Samsung Electronics and ‌SK Hynix fell as much as ‌4.4% and 5%, respectively, in early trade on ​Wednesday, tracking a broad selloff in U.S. semiconductor stocks on growing concerns about the sustainability of the AI-driven chip boom. High-flying memory and ‌semiconductor stocks tumbled ⁠overnight, with Intel, Micron and AMD closing down 9.7%, 4.7% and ⁠6.5%, respectively. MKTS/GLOB] Also, the Philadelphia Semiconductor Index lost 4.7% as investors questioned whether AI-related spending ​can be ​sustained.

Cipher Digital (CIFR) Moves From Russell Value Indexes To Growth Benchmarks
Simply Wall St.43d agobearish
Cipher Digital (CIFR) Moves From Russell Value Indexes To Growth Benchmarks

Cipher Digital (NasdaqGS:CIFR) has been removed from several value and microcap indices in the Russell family. The company has been added to multiple growth focused Russell indices in the same index reconstitution. This index reshuffle changes how Cipher Digital is categorized for passive and rules based investors. Cipher Digital operates in the digital asset and bitcoin mining space, an area that continues to attract attention from both retail and institutional investors. The shift from...

Coinbase Global (COIN) On Russell Growth Index Removal And A Full Valuation View
Simply Wall St.43d agobearish
Coinbase Global (COIN) On Russell Growth Index Removal And A Full Valuation View

Coinbase Global (COIN) has been dropped from several Russell growth benchmarks, including the Russell 1000 Growth and Russell 3000 Growth indices. The move has prompted fresh attention on how index changes might affect the stock. See our latest analysis for Coinbase Global. These index removals land at a time when Coinbase Global’s share price has been volatile, with a 7 day share price return of 11.85% and a 30 day share price return of 7.29%. However, the year to date share price return is...

Analysts’ Focus on Earnings Momentum Over Insider Selling Might Change The Case For Investing In TransDigm Group (TDG)
Simply Wall St.43d agobearish
Analysts’ Focus on Earnings Momentum Over Insider Selling Might Change The Case For Investing In TransDigm Group (TDG)

Recent analyst reports have highlighted TransDigm Group’s strong pattern of beating quarterly earnings estimates and improving EBITDA and free cash flow expectations, underpinned by its high-margin proprietary aerospace components and recurring aftermarket revenue. An interesting angle is that this optimism has emerged despite recent acquisitions temporarily compressing margins and a period of significant insider selling, suggesting investors are focusing more on the earnings momentum...

Phillip Securities Downgrades Adobe (ADBE) to Neutral, Here’s What You Should Know
Insider Monkey43d agobearish
Phillip Securities Downgrades Adobe (ADBE) to Neutral, Here’s What You Should Know

Adobe Inc. (NASDAQ:ADBE) is one of the Best Software Stocks to Buy in 2026. Adobe Inc. (NASDAQ:ADBE) has declined around 14% over the past month. The major reason behind the decline has been the rising competition concerns from AI. Analysts have differing views on the company’s future outlook. Overall, the Street’s average 12-month price target […]

Block (XYZ) Stock Still Looks Expensive After Its 68% Five Year Slump
Simply Wall St.43d agobearish
Block (XYZ) Stock Still Looks Expensive After Its 68% Five Year Slump

Block stock enters this valuation review with a clear tension, as the Excess Returns intrinsic value estimate suggests about 21.2% upside while market multiples lean the other way, and a 5 year share price decline still hangs over recent gains. Over the past 5 years, Block has fallen 67.9%, which means long term holders are still deep in the red despite the more recent recovery. Recent upgrades that highlight AI driven efficiencies and product execution can support higher earnings...

Monolithic Power Systems (MPWR) Joins Russell Top 200, Is The Premium Already Priced In?
Simply Wall St.43d agobearish
Monolithic Power Systems (MPWR) Joins Russell Top 200, Is The Premium Already Priced In?

Index moves shift Monolithic Power Systems into large cap territory Monolithic Power Systems (MPWR) has moved into the large cap universe after being added to the Russell Top 200 Index and Russell Top 200 Growth Benchmark, while exiting the Russell Midcap indices. These index changes often prompt portfolio adjustments from funds that track or reference these benchmarks, which can lead to periods of heavier trading volume as investors respond to the new large cap classification. See our latest...

Did Enbrel’s Price Cap Reprieve and New Recalls Just Rebalance Amgen’s (AMGN) Risk‑Reward Profile?
Simply Wall St.43d agobearish
Did Enbrel’s Price Cap Reprieve and New Recalls Just Rebalance Amgen’s (AMGN) Risk‑Reward Profile?

In early June 2026, a federal judge granted Amgen a preliminary injunction blocking Colorado’s proposed 70% price cap on its rheumatoid arthritis drug Enbrel, while the company also initiated several voluntary Class II recalls of Corlanor and Sensipar batches in the United States over foreign substances and CGMP deviations. This mix of regulatory relief on Enbrel’s pricing and ongoing quality-related recalls raises important questions about how investors weigh pricing power against...

Fiserv (FISV) Following Leadership Changes Is The Selloff A Bargain Or Warranted
Simply Wall St.43d agobearish
Fiserv (FISV) Following Leadership Changes Is The Selloff A Bargain Or Warranted

Fiserv (FISV) is back in focus after President Dhivya Suryadevara resigned for good reason under her employment terms. Two long-serving executives are stepping in to oversee the Financial Solutions business during the transition. See our latest analysis for Fiserv. Recent headlines around a potential sale of Fiserv's STAR debit network and leadership changes have coincided with a sharp reset in expectations. The stock's year to date share price return is down 19.6% and 1 year total...