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The Nasdaq tumbled on Sandisk, Micron, other AI stocks, but regional banks and transports rose. SpaceX has a big launch coming.
The PHLX Semiconductor Index hit a record high in late June and has since tumbled nearly 20%
The stocks are at opposite ends of the valuation spectrum.
Sandisk shareholders have benefited from a booming memory market, and things aren't slowing down just yet.
Investors were wrong to sell TSMC stock today -- and probably wrong to sell Sandisk, too.
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.
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.
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.
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
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