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The Nasdaq-100 index is sinking as investors trim their exposure to the high-flying artificial intelligence trade.

Investing.com -- Global chip stocks staged a meaningful rebound on Tuesday, building on Monday’s recovery from last week’s broad selloff in the sector.

Wall Street's most bullish Micron analyst just raised his price target again after a quarter that shattered expectations, but the stock has already tumbled sharply from its post-earnings spike, raising the question of whether this is a rare buying window or a warning sign.

↗️ Novartis (CH:NOVN): Shares in the Swiss pharmaceutical company climbed after it returned to sales growth in the second quarter, driven by some of its top-selling drugs. ↘️ Swatch (CH:UHR): The watchmaker’s shares fell despite better first-half sales, as profit dropped compared to the same period last year.

The rebound comes after weeks of intense selling, partly due to concerns that hyperscalers would continue investing the massive sums in AI development they had committed at the start of the year.

NVIDIA is highlighted as a profitable AI stock with a strong net income ratio, alongside Micron, as growth prospects and profitability support investor interest.

Stocktwits data showed retail sentiment was split: ‘bearish’ on SPY but ‘bullish’ on QQQ.

You would have scored a spectacular win.

Micron Technology (MU) is back in focus after securing long-term customer agreements with leading automotive and technology partners, linking its stock story more tightly to AI-driven memory demand and expanding U.S. manufacturing plans. See our latest analysis for Micron Technology. Micron Technology’s share price has been volatile, with a 1-day share price return of 1.94% after recent AI and auto-related announcements, a 30-day share price return down 23.68%, a strong 90-day share price...

The rebound follows weeks of heavy selling in high-flying memory stocks and the broader semiconductor sector.

Michael Burry recently shorted Micron (NASDAQ:MU) and called it “cyclical like no other.” His argument: the stock’s rally reached historically extreme levels driven by fear of missing out and the greater fool theory, not fundamentals, and warned AI chip stocks face a 30% correction. Claude AI recently said Burry’s broader argument about semiconductor stocks, especially […]

Today, July 20, 2026, semiconductor and AI infrastructure shares pared early gains as U.S.-Iran tensions and crude oil gains pressured markets.

Micron and Sandisk have tumbled since the calendar flipped to July.

A Vital Supplier of AI Infrastructure and a Renewable Energy Company with a Significant EPS Increase Projected

Dow Jones Futures: Trump sparked losses Monday after he said Iran "will pay" for killing American soldiers. SpaceX and Tesla sold off.

Raymond James Investment Management chief market strategist Matt Orton predicts 2027 AI capex will top $1 trillion driven by strong cloud monetization and capacity constraints, warning that chip stocks could face a 15% to 20% sell-off if Big Tech fails to raise spending guidance.

U.S. stocks were slightly lower in cautious trading, as chip shares bounced back from last week’s bruising selloff and investors shrugged off a new Chinese AI model.

US stocks (^DJI, ^IXIC, ^GSPC) are mixed ahead of Monday's close as investors await the release of second quarter earnings from Alphabet (GOOG, GOOGL), Tesla (TSLA), Intel (INTC), and IBM (IBM) throughout this week. Tematica Research CIO Chris Versace comes on Market Domination to comment on how markets may end up reacting to AI spending forecasts outlined in these upcoming earnings.

SK Hynix's Stark Memory Warning Sparks Big Rebound in Micron Stock

Semiconductor shares led markets higher as investors awaited results from more than 80 S&P 500 companies.

NVIDIA and Micron stand out for strong profitability, with industry-leading net income ratios supporting their AI-driven growth outlook.

Micron is flush with cash, and could buy back 40% of its stock by 2028.

US benchmark equity indexes were mostly higher intraday Monday as key chipmakers advanced, while tra

I have watched Seagate's comeback story, and it has been one of the most impressive in the entire S&P 500. In fact, after the comeback, Seagate now ranks fourth in the top year-to-date S&P 500 performers according to Slickcharts. That performance is after Sandisk, Dell, and Micron. ...

Memory stocks are staging a sharp Monday afternoon reversal after weeks of brutal selling across the chip complex, but the real question is whether today's bounce signals a genuine floor or just a brief pause before the next leg down.

Micron's AI-driven growth, margins and valuation are compared with TSMC as both semiconductor leaders capitalize on strong demand.

Micron's CEO just made a bold claim about memory supply staying tight well past 2027, and if he's even half right, a handful of ETFs could be sitting at the start of a major run.

Micron and Nvidia look like genius buys now.

The Magnificent Seven will again reign supreme over S&P 500 earnings, but their dominance is fading. As second-quarter earnings reports start to flow in, analysts expect the Magnificent Seven companies to grow earnings by a combined 31.1%. The other 493 S&P 500 companies are expected to increase earnings 22.8%, FactSet Senior Earnings Analyst John Butters wrote in a report.

Shares of memory chips maker Micron (NASDAQ:MU) jumped 3.2% in the morning session after the company could repurchase more than 40% of its outstanding stock by 2028, sparking a rebound alongside a broader rotation back into semiconductor stocks, according to UBS. The investment firm expected Micron to generate over $400 billion in free cash flow through 2028. While the chipmaker was restricted from buying back stock until December 2026, UBS noted the company could allocate all free cash flow tow