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Investors were wrong to sell TSMC stock today -- and probably wrong to sell Sandisk, too.

The chips are down, extending what’s been a rough stretch for the AI trade lately.

Chip stocks fell hard for the second straight trading session on Thursday, led by declines for memory-chip makers such as SK Hynix.

During an interview with CNBC, Melius’s Head of Technology Research Ben Reitzes downplayed concerns that AI and chip stocks are overvalued, adding that the AI trade remains on track.

Tech giants are pouring hundreds of billions into AI infrastructure, yet memory chipmakers are watching their stock prices crater. The reason Wall Street is selling has almost nothing to do with demand, and everything to do with what comes next.

The Nasdaq composite is down more than 1% this morning. Here are the stocks on the index that are getting hit hard: 💾 Chips, memory makers: Sandisk, Micron, AMD, SK Hynix's ADRs, Intel, Western Digital, Seagate, Arm, Broadcom, Nvidia and Marvell are all deep in the red.

AI infrastructure spending is boosting memory demand as Sandisk and Micron compete to capitalize on the next wave of growth.

The memory boom is a multiyear trend that has made these three exchange-traded funds more attractive.

China's CXMT is heading for a massive IPO, and the news is sending shockwaves through the memory chip sector, hitting stocks that had already surged hundreds of percent this year. Whether this selloff is a buying opportunity or the beginning of a bubble burst has investors sharply divided.

AMD, Dell, Intel, and Micron shares fall as Wall Street questions how long the AI spending boom can last.

Stock Market Today: Tech futures tumbled Thursday as Sandisk and SK Hynix plunged. TSMC sold off on earnings.

Wall Street looked set for a mixed open Thursday with further yo-yoing in technology stocks amidst a fresh batch of corporate earnings. Futures pointed to the Dow Jones opening 0.2%, while the S&P 500 was called down 0.2% and the Nasdaq looked set to bear the brunt of the selling, with...

SK Hynix is one of the world's largest memory manufacturers, and buying it is a no-brainer right now.

Chinese rival to Micron could shake up the chip market, U.S. will put 25% tariff on some Brazilian goods, United Airlines raises full-year guidance, and more news to start your day.

U.S. stock futures were lower, with Nasdaq hurt by weakness in such names as Sandisk, Western Digital and Micron.

Stocks were poised for a mostly lower open on a busy earnings Thursday, as shares of chipmakers extended losses but those of UnitedHealth Group lifted Dow Jones Industrial Average futures.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Thursday'

July 16 (Reuters) - U.S. stock index futures were subdued on Thursday as investors paused after a two-day rally, while chip stocks remained under pressure ahead of fresh economic reports and another

Memory chip stocks continued to yo-yo in Asia, with Korea Exchange briefly suspending trading as SK Hynix and Samsung Electronics cratered.

AI memory stocks tumbled as investors took profits after IBM-fueled gains, but analysts remain bullish on long-term demand.

The technology sector was dragging markets on Wall Street and around the world mostly lower Thursday and oil prices fell despite a flurry of military strikes between the U.S. and Iran. Chip and memory companies were getting hit the hardest, with Western Digital and SanDisk leading the way down with losses of more than 7%. Despite the heavy investment in artificial intelligence, investors remain concerned that stock prices have shot too high and that the demand may not be sustainable if AI doesn’t deliver as much profit and productivity as expected.

Sandisk and Kioxia have begun production at their new Fab2 facility in Japan, focused on next generation 3D flash memory. The partners have introduced their 10th generation 3D NAND technology, BiCS10, aimed at higher density and efficiency for AI and data workloads. Sandisk has started sampling BiCS10 products to customers, marking a new phase in its NAND roadmap execution. For investors watching NasdaqGS:SNDK, this move comes after an exceptional share price run, with the stock up 486.8%...

Dell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.

Up 4,000% this year, Sandisk stock has become risky.

Nvidia stock may have slowed down this year, but Wall Street thinks the biggest rally is still ahead.

Memory stocks plunged on Wednesday along with shares of other hardware providers for AI data centers.

The stock market is looking for direction, dropping into the red in midday trading following a green open. The S&P 500, Nasdaq, and Dow are wobbling at the flatline. Equities are looking for direction in the early stages of the earnings season in what Nationwide Investment Management Group's chief market strategist Mark Hackett called "wait-and-see mode."

The same chipmakers that have been investors' AI darlings are some of the biggest drags on today's market. The PHLX Semiconductor Index down 4.3% today with all components in the red, according to Dow Jones Market Data.

SanDisk and Micron both posted blockbuster quarters riding the AI memory boom, but their playbooks could not be more different. One carries zero long-term debt and a single explosive bet; the other runs the entire memory stack with a forward PE that defies its growth rate.

A broad selloff hit AI-linked hardware and chip stocks on Wednesday as investors locked in gains from a months-long rally and questioned how long red-hot demand for AI infrastructure can support current valuations. Dell Technologies Inc (NASDAQ:DELL) fell as much as 12%, touching a session...