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Chip stocks have shed $2.7 trillion since late June, yet Wall Street still sees industry profits reaching roughly $700 billion in 2027.

🔎 Goldman Sachs (GS), JPMorgan Chase (JPM), Bank of America (BAC), Wells Fargo (WFC), Citigroup (C): The banks will report second-quarter earnings today. Analysts expect them to post higher revenue and profit.

SK Hynix stock was gaining early Tuesday. The memory-chip company looks to be reaping the benefits of its recent U.S. listing as its American depositary receipts outpace its South Korean shares. SK Hynix shares closed up 3.7% at 1.913 million won ($1,279.90) in South Korean trading Tuesday.

The U.S. struck targets in Iran again on Monday night, with President Donald Trump saying a deal could still be struck.

The president has been a net seller of Micron and a net buyer of Nvidia this year.

One key limiting factor no longer applies to SK Hynix's stock.

With a tech rotation underway and a pullback in memory stocks from June highs, retail traders are closely watching the market for their picks.

Apple stock hit a record as an AI-driven memory crisis split the smartphone market and crushed budget Android.

The chipmaker continues to ride the coattails of AI adoption.

Micron, Samsung, DRAM and DISK have been highlighted in this Investment Ideas article.

ASML, the biggest supplier of equipment used to manufacture AI chips, reports quarterly earnings on Wednesday looking to justify its chunky valuation and demonstrate how it will contend with U.S. moves to block ‌exports to China. Clouding the outlook, however, is a proposed U.S. law requiring U.S. allies to align with export controls to curb China's ability to make advanced chips, with ASML named in the legislation. The company has denied selling its most advanced EUV tools to China, which is forecast to account for up to 20% of ASML's sales this year through legal purchases of ‌less-advanced DUV tools to make chips for automotive, ⁠industrial and electronic products.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks. While the Nasdaq retreated and semiconductor leaders like Micron (-4%) sold off, major SaaS incumbents caught a strong bid.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

A prominent AI investor argues that the real winners of the AI boom are not the labs building the models, and the cash flow numbers already suggest a massive redistribution is quietly underway.

A number of stocks fell in the afternoon session after investors took profits following the chip sector's strong rally in the first half of the year as Middle East tensions escalated.

A number of stocks fell in the afternoon session after investors took profits following the chip sector's strong rally in the first half of the year as Middle East tensions escalated. SK Hynix shares fell over 5% in South Korea following its strong Nasdaq debut the previous week.

A number of stocks fell in the afternoon session after investors took profits following the chip sector's strong rally in the first half of the year as Middle East tensions escalated. SK Hynix shares fell over 5% in South Korea following its strong Nasdaq debut the previous week.

Shares of memory chips maker Micron (NASDAQ:MU) fell 4.6% in the afternoon session after investors took profits following the chip sector's strong rally in the first half of the year as Middle East tensions escalated.

Jim Cramer used Monday’s Squawk on the Street to explain why SK Hynix’s sharp overnight decline in South Korea may not signal a change in the company’s underlying outlook. The Korean chipmaker, which is the world’s largest supplier of high-bandwidth memory to NVIDIA, delivered a strong U.S. market debut on Friday before falling into bear-market ... Jim Cramer: South Korea Is Mispricing SK Hynix. Here’s Why He’s Still Bullish on AI Memory

Wedbush's Dan Ives is calling one corner of the semiconductor market the single most important asset in the AI buildout, and he says the supply crunch powering it will not let up for years. The stocks he is watching right now tell a very specific story about where the money is moving.

The memory chip maker is one of the market's hottest names, but its true value lies in how it moves on its own terms.

Micron Technology (NasdaqGS:MU) is investing US$3b in silicon wafer producer GlobalWafers. The deal is part of Micron's broader U.S. semiconductor expansion plan of more than US$250b. The move is intended to address potential silicon wafer supply constraints as AI memory demand grows. Micron Technology, a major supplier of DRAM and NAND memory, is tying its long-term growth plans more closely to raw material security through this US$3b GlobalWafers investment. The focus is on silicon...

Walser Wealth Management Chief Investment Officer Rebecca Walser joins Market Domination Overtime to discuss what investors can expect from the upcoming earnings season.

Dow Jones Futures: The Nasdaq composite sold off Monday on Trump's Strait of Hormuz blockade. Micron, Sandisk, SK Hynix and SpaceX dived.

U.S. stocks fell as a sharp selloff in chip stocks rattled investor confidence in the artificial-intelligence trade.