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SK Hynix just landed on Nasdaq carrying the biggest slice of the high-bandwidth memory market, but arriving at a moment when semis are getting punished raises a pointed question about whether this heavyweight is a steal or a trap.
Micron, Sandisk, Seagate and Western Digital are positioned to benefit as AI infrastructure drives rising demand for advanced memory and storage.
QQQ highlights a volatile market as sharp swings hit tech momentum stocks, with three practical trading tips aimed at navigating choppy conditions.
Micron just locked in five-year supply deals at historically high DRAM prices while a major AI cloud buyer quietly bets those same prices are about to fall. One of them is going to be very wrong.
A wave of selling swept through semiconductor stocks Friday as investors began questioning whether the AI spending boom can justify chip valuations built on optimism alone. The forces driving this rotation reveal cracks in the narrative that sent some semis up triple digits this year.
The PHLX Semiconductor Index is on track to enter a technical bear market. Bank of America analyst Vivek Arya said the dramatic downturn is "a summer reset, not a fundamental reversal." The AI chip maker's market capitalization fell to $4.8 trillion, below Apple's $4.9 trillion valuation.
The stock market (^DJI, ^IXIC, ^GSPC) is feeling the mid-summer heat with semiconductors and tech names getting especially burned amid this week's chip sell-off. Crossmark Global Investments chief market strategist Victoria Fernandez and BD8 Capital Partners CEO and CIO Barbara Doran discuss what to make of this sell-off and how accepting investors should be of this rotation from chipmakers.
AI infrastructure is running into physical bottlenecks that most investors overlook, and three semiconductor stocks sitting at those chokepoints are flashing unusual setups ahead of July earnings season.
Chip makers are selling off premarket as investors pare back investments in artificial intelligence-linked stocks. Intel, Micron and Sandisk are on track to notch double-digit losses for the week, while large tech names in Asia have cratered.
The partners named are Qualcomm, Visteon, Harman, Joynext, Denso, Astemo and Hyundai Mobis, each described as a major supplier of technology underpinning the automotive ecosystem.
Palomino Laboratories has signed a binding Letter of Intent to acquire Vega Links Inc., aiming to transform itself into a comprehensive AI interconnect company. This acquisition will expand Palomino's market reach from approximately $6 billion to over $60 billion by integrating systems architecture and advanced interconnect technologies, such as copper, MicroVCSEL, and MicroLED solutions. As AI infrastructure advances rapidly, the demand for high bandwidth, low latency, and energy-efficient...
SK Hynix’s U.S.-listed stock was rising early on Friday. SK Hynix’s American depositary receipts were up 3% at $156.79 in premarket trading, making it the biggest gainer among large semiconductor companies. SK Hynix has been notably volatile following its blockbuster listing of ADRs on the Nasdaq market.
Micron stock is down 25% in the past month and has fallen below $1 trillion but there is hope on the horizon.
FEATURE Tech was getting hit again on Friday as investors carried on selling chip makers and other artificial-intelligence stocks. Futures tracking the slumped 1.8%. The and were both also on track to open lower.
Jim Cramer says Micron just delivered one of the best quarters in memory chip history, yet he still wants you out of the stock before Monday. The reason has nothing to do with earnings and everything to do with who is actually controlling the price right now.
19% That's how much the PHLX Semiconductor Index has tumbled from its June high. The index's biggest components include AI heavyweights including Nvidia, Micron Technology, Broadcom and Applied Materials, all of which have come under pressure in recent weeks.
Stocks looked set to fall on Friday as investors carried on ditching chip makers, putting the market on track to extend its slump from the previous session. Nasdaq 100 futures dropped 1.8%. The three major indexes all closed in the red on Thursday, dragged down by a selloff in semiconductor heavyweights including Advanced Micro Devices, Broadcom, and Micron.
↘️ Intel (INTC), Micron Technology (MU), Marvell Technology (MRVL), Advanced Micro Devices (AMD): Chip stocks slid across the board in premarket trading amid mounting skepticism about the sustainability of the AI boom.
July 17 (Reuters) - U.S. stock index futures slid on Friday as a selloff in chip stocks deepened, forcing investors to reassess the staying power of this year's AI-fueled rally, while a weak forecast
Investors are shifting out of high-flying AI chip stocks and into relatively cheaper Big Tech software and internet names after an extended semiconductor rally.
Chip stocks and other tech trades have been volatile lately. But earnings growth for the S&P 500 should still be strong. The broadening of the rally is for real.
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