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Nvidia’s Bargain Price Already Reflects Lost Market Share, Says Goldman
Barrons.com40d agoneutral
Nvidia’s Bargain Price Already Reflects Lost Market Share, Says Goldman

Another semiconductor rally, another ho-hum day for Nvidia The leading chip maker is still suffering from the fear that it won’t be one of the main beneficiaries of artificial-intelligence spending in future but analysts at Goldman Sachs preach patience. Nvidia shares were up 0.2% in premarket trading. The company’s major issue continues to be that major customers like Alphabet and Amazon are offering their own custom AI chips to third parties, even as they buy up Nvidia’s processors.

Micron Stock Selloff Is a Buying Opportunity, Analyst Says
Barrons.com40d agobullish
Micron Stock Selloff Is a Buying Opportunity, Analyst Says

Micron Technology and its memory-chip peers have suffered a small dent in the past week, after racking up huge gains in recent months. Micron shares have fallen 14% in the past five trading sessions, although the stock was up 3.3% to $1,007.26 in Monday’s premarket, along with the the and the There was no clear reason for the selloff beyond nervousness around the wider technology sector.

Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks
24/7 Wall St.43d agoneutral
Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks

Michael Burry, the Scion Asset Management founder popularized in The Big Short, disclosed a new short position against Micron Technology (NASDAQ:MU) in a Substack post dated July 2. Burry stated that the puts “seemed expensive,” so he shorted the stock directly and would add puts if volatility eases. He identified his disclosed entry at $1,051.87 ... Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks

Broadcom Has Barely Moved in 2026. Should You Switch to AMD or Intel Now?
24/7 Wall St.43d agoneutral
Broadcom Has Barely Moved in 2026. Should You Switch to AMD or Intel Now?

Shares of Broadcom (NASDAQ:AVGO) have gone almost nowhere in 2026, up just 4.15% year to date (YTD) while the rest of the AI chip complex has ripped higher. The U.S. markets are closed Friday for the Independence Day holiday, giving investors a clean moment to review the scoreboard heading into the second half. Advanced Micro ... Broadcom Has Barely Moved in 2026. Should You Switch to AMD or Intel Now?

Intel Sinks 6% Even as HSBC Sees 60% Upside, AMD Slides 5% as Chip Stocks Pull Back
24/7 Wall St.44d agoneutral
Intel Sinks 6% Even as HSBC Sees 60% Upside, AMD Slides 5% as Chip Stocks Pull Back

Intel (NASDAQ:INTC) shares are down 6% to $119.83 at midday Thursday, leading a sharp pullback across chip names. Advanced Micro Devices (NASDAQ:AMD) stock is off 5% to $511.67, and the iShares Semiconductor ETF (NASDAQ:SOXX) is down 6% to $561.49. The moves are notable because the news flow into Thursday was constructive. Intel just picked up ... Intel Sinks 6% Even as HSBC Sees 60% Upside, AMD Slides 5% as Chip Stocks Pull Back

Microsoft Stock Defies Tech Slump as Its Biggest Weakness Becomes Its Strength
Barrons.com44d agobearish
Microsoft Stock Defies Tech Slump as Its Biggest Weakness Becomes Its Strength

Microsoft stock is having a terrible year but it’s starting to get a boost for an unlikely reason. The shares started the second half of the year well, rising 3% Wednesday and pointing higher again in premarket trading Thursday. The iShares Expanded Tech-Software exchange-traded fund, has climbed for four consecutive days through Wednesday–and was pointing higher again ahead of the open Thursday.

XSD’s 0.35% Fee Hides a Four-Figure Return Gap Against Cheaper Rivals
24/7 Wall St.45d agoneutral
XSD’s 0.35% Fee Hides a Four-Figure Return Gap Against Cheaper Rivals

If you own SPDR S&P Semiconductor ETF (NYSEARCA:XSD) because you wanted “semiconductor exposure,” the fund’s 0.35% expense ratio is the least interesting number attached to your account. The real cost hides inside the word “equal-weight,” and over the past decade it has quietly drained hundreds of percentage points of return versus two funds with nearly ... XSD’s 0.35% Fee Hides a Four-Figure Return Gap Against Cheaper Rivals

Trump Just Called Micron the ‘Hottest’ Company in the World. The Market Yawned and Dumped It 10%
24/7 Wall St.45d agoneutral
Trump Just Called Micron the ‘Hottest’ Company in the World. The Market Yawned and Dumped It 10%

As MU stock was falling, President Trump posted on Truth Social calling Micron Technology (NASDAQ:MU) “one of the HOTTEST anywhere in the World” and celebrating a “HISTORIC $250 MILLION Investment in TRUMP ACCOUNTS” pledged by CEO Sanjay Mehrotra, tied to America’s 250th anniversary. He signed off with “THIS IS THE GOLDEN AGE OF AMERICA!” However, ... Trump Just Called Micron the ‘Hottest’ Company in the World. The Market Yawned and Dumped It 10%

SOXL’s 16% Daily Collapse Exposes the Real Cost: $7.9 Billion in Hidden Swap Financing
24/7 Wall St.45d agoneutral
SOXL’s 16% Daily Collapse Exposes the Real Cost: $7.9 Billion in Hidden Swap Financing

On July 1, 2026, holders of Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) watched the fund drop 16.38% in a single session, from $266.71 to $223.01. The underlying semiconductor basket, tracked by the iShares Semiconductor ETF, fell 5.68% the same day. That gap, roughly triple the index move, is the product you bought: a daily ... SOXL’s 16% Daily Collapse Exposes the Real Cost: $7.9 Billion in Hidden Swap Financing

After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade
24/7 Wall St.45d agoneutral
After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade

Three years into the artificial intelligence buildout, hyperscaler spending has carried semiconductors from a cyclical play to the highest-beta vehicle in the equity market. Microsoft, Google, Meta, and Amazon are guiding combined 2026 capital expenditures above $400 billion, up from roughly $230 billion in 2024, and most of that flows through chip designers, foundries, memory ... After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade

This Semiconductor ETF’s 96% Gain Hinges on a Single $1 Trillion Question
24/7 Wall St.45d agoneutral
This Semiconductor ETF’s 96% Gain Hinges on a Single $1 Trillion Question

The iShares Semiconductor ETF (NASDAQ:SOXX) has had one of the most violent round trips in its history. SOXX is up 96% year to date and 148% over the past 12 months, yet it just shed almost 8% in a single week, closing near $590. That whipsaw, triggered by Broadcom’s softer AI chip sales forecast and ... This Semiconductor ETF’s 96% Gain Hinges on a Single $1 Trillion Question

Marvell Just Ripped 45% in a Month. Is It Time to Take Profits?
24/7 Wall St.46d agoneutral
Marvell Just Ripped 45% in a Month. Is It Time to Take Profits?

Marvell Technology (NASDAQ:MRVL) stock is extending one of the year’s most explosive runs. Shares are up 7% to $296.25 in midday trading on Tuesday, building on a parabolic rally that has investors openly debating whether to trim or stay long. Marvell stock is up 45% over the past month, a figure that includes today’s continued ... Marvell Just Ripped 45% in a Month. Is It Time to Take Profits?