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June 24 (Reuters) - S&P 500 and Nasdaq futures inched higher on Wednesday after two straight sessions of declines, as investors returned to technology shares following a sharp selloff that saw the
Micron’s results, due after market hours, would shape the view on the red-hot memory rally.
The Morning Bull - US Market Morning Update Wednesday, Jun, 24 2026 US stock futures are pointing lower this morning, with E-mini S&P 500 contracts down about 1.5% and Nasdaq-100 futures weaker by more than 2.7%, as investors juggle two big forces. First, the US 10 year Treasury yield sits near 4.5%, which means higher borrowing costs for households and businesses and keeps the focus on a possible Federal Reserve rate hike in September. Second, Europe’s latest purchasing manager indexes show...
(Bloomberg) -- Micron Technology Inc.’s earnings report on Wednesday afternoon is shaping up to be one of the most important in months as investors find themselves suddenly on edge over the sustainability of the AI rally.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallySpaceX Falls for Third Day, Erases $600 Billion in Marke
Sandisk (NasdaqGS:SNDK) and other major memory chip stocks saw a sharp sell-off after a year of strong gains tied to AI infrastructure demand. The correction followed a historic drop in South Korea's Kospi and concerns about how sustainable AI related spending on memory will be. The pullback is the first broad test of the AI memory trade since Sandisk's spinoff, raising fresh questions about institutional positioning and sector risk. The reversal comes after Sandisk emerged as a high...
REVIEW PREVIEW NEWSLETTER Chip off the Old Block. All eyes were on tech today as the sector declined 3.7% and investors sold off chip stocks. Even some of the bigger artificial intelligence companies took a hit.
Global stocks extended losses on Tuesday in a sell-off driven by chipmakers and other tech companies that have recently benefited from market enthusiasm for the prospects of artificial intelligence. The tech-heavy Nasdaq composite index was down 2.21 percent at the market’s close. Subscribe to The Post Most newsletter for the most important and interesting stories from The Washington Post. Among the main drivers were Sandisk and Micron Technology, which specialize in memory and storage. Both wer
<body><p>STORY: A down day on Wall Street Tuesday saw the Dow edge lower, while the S&P 500 tumbled nearly one-and-a-half percent and the tech-heavy Nasdaq plummeted about 2.2%.</p><p>Jitters over debt-funded AI spending led to sharp losses in semiconductor and other Big Tech tech stocks.</p><p>:: Marvell Technology </p><p>Shares of Nvidia dropped more than 4%, Intel shed over 6% and shares of Marvell Technology tumbled more than 9%.</p><p>Memory chipmakers Micron Technology and SanDisk, among the best performers on the S&P 500 this year, both fell around 13%.</p><p>Micron's earnings report on Wednesday will draw intense scrutiny, says Nancy Tengler, CEO and chief investment officer at Laffer Tengler Investments.</p><p>"So I think this is a hugely important report, much like Nvidia has been in other periods. [FLASH] We're gonna be watching their guidance on HBM4, which is the Vera Rubin platform Nvidia relationship that they have - is that continuing to grow quickly? And then margins. The company pulled, reported 81% margins. I mean, imagine that - eighty-one percent. And the market is determined that they stay above eighty [percent]. So, those are the two things we'll be paying attention to."</p><p>Among other movers, Elon Musk's SpaceX, which debuted this month, continued its bumpy ride, briefly dipping below its opening price of $150 before paring losses to close about 1% higher. </p><p>Investors on Tuesday were also watching developments in the Middle East. The Senate backed legislation to halt U.S. military action against Iran, but it was unclear how this would affect the war as Washington continues to negotiate a peace agreement with Tehran.</p></body>
Tuesday’s 13% slides from Sandisk and Micron trimmed their 2026 gains to 727% and 269%, respectively.
US equity indexes ended lower on Tuesday after steep declines in mega-cap semiconductor and other te
I have been watching the memory chip cycle long enough to know that when Morgan Stanley's Joseph Moore, a 5-star analyst ranked 139 out of 12,314 Wall Street analysts, says something is a "fundamental repricing," it is worth stopping to understand exactly what he means. The note Moore shared ...
I have covered Micron several times in the past. And each time, the headline has been some variation of the same theme. The numbers keep getting bigger and bigger, the analyst targets keep moving higher, and of course, the artificial intelligence (AI) memory supercycle keeps defying the skeptics ...
Today, June 23, 2026, investors faced sharp volatility as rate-hike expectations and a South Korean tech sell-off rattled Wall Street.
The tech fund's impressive return looks broad, but a closer look reveals the heavy lifting was done by just a few of its holdings.
A South Korean memory selloff rippled through the U.S. on Tuesday morning, but Dan Ives isn't worried.
Investors are digesting a hawkish Fed, with risk-off sentiment driving a sell-off in AI and crypto
Single-stock leveraged ETFs were ticking time bombs. And they just blew up in Korea.
At $2,184 for SanDisk (NASDAQ:SNDK) and $1,134 for Micron Technology (NASDAQ:MU), both warrant scrutiny. Each has rerated so violently on the AI memory supercycle that fundamentals, however strong, now have to catch up to the rally. SanDisk is the standalone NAND flash pure play spun out of Western Digital in February 2025. Micron is the ... Buy, Sell, or Hold: SanDisk at $2,184 and Micron at $1,134
The Dow was up 50 points, or 0.1%, and on the upswing after dropping at the open. The S&P 500 was down 0.7%, while the Nasdaq was down 1.2%. The iShares Semiconductor ETF was still down 5.8%, but consumer staples, health care, real estate, utilities, financials, and communication services were all posting solid gains.
Shares of SanDisk (NASDAQ:SNDK) are leading a sharp memory-chip selloff Tuesday morning session, with SanDisk stock down 11% to $2,027.50. The decline comes one day after the stock closed at a record high, capping a stunning run higher. Micron Technology (NASDAQ:MU) stock is sliding alongside it, off 10% to $1,085, while Western Digital (NASDAQ:WDC) shares ... SanDisk Plunges 11%, Micron and Western Digital Slide 10% as Korean Market Crash Hits Memory Chips
Companies in The News Are: APGE, ABBV, DLR, META, SNDK
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