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Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the memory chip trade — particularly the intraday performances of Micron Technology (MU), SK Hynix (000660.KS), and Samsung (005930.KS) — as these three big names have seemingly dragged the sector into a bear market.
AI startup Perplexity on Tuesday confirmed it plans to use Nvidia's new central processing units, as the chip giant works to broaden its market and take on entrenched players such as Intel and Advanced Micro Devices. Nvidia has said it expects to generate $20 billion in sales from its "Vera" CPU, a more generic computing chip than its AI-specific offerings, by the end of this fiscal year. The Vera chips are part of Nvidia's efforts to diversify sales as artificial intelligence companies such as OpenAI and DeepSeek make their own AI chips.
SpaceX is officially part of the Nasdaq 100, but it's off to a rocky start. SpaceX was down 5.3% while the Nasdaq 100 was 1.4% in the red. SpaceX wasn’t the index’s worst performer, with chip-related stocks leading the fall.
CBRS faces pressure from margin declines and execution risks, even as AI demand, cloud growth and OpenAI and AWS partnerships support prospects.
AMD's Ryzen AI Halo push is expanding local agentic AI development as demand grows for high-performance CPUs across AI PCs and servers.
Intel Stock Drops as Investors Reassess the AI Chip Rally
The AI trade has rewarded investors with extraordinary gains over the past two years, but it has also created a market where sentiment can change in a single trading session. That reality was on full display after Samsung Electronics reported record quarterly results in South Korea. Revenue and operating profit climbed sharply, yet the stock ... Samsung Wipes Out AI Stocks. Is This the Buying Opportunity You Were Waiting For?
Investors weren't happy with Samsung's guidance today, sending a large group of tech names lower in U.S. morning trading. Here are some of the biggest recent declines: Intel (INTC): Down 11% Applied ...
Shares of Intel (NASDAQ:INTC) are down 10% in Tuesday morning trading to $110, while Advanced Micro Devices (NASDAQ:AMD) stock is off 8% to $508. The moves cap a sharp reversal after both names rallied Monday. The declines are part of a broader chip selloff triggered by Samsung Electronics’ quarterly report. Equipment maker Applied Materials (NASDAQ:AMAT) ... Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff
Intel’s (INTC) stock has climbed more than 5x over the past 12 months, moving from roughly $19 to a recent range near $120 currently. Intel has added close to $500 billion to its market cap - not a small number.
Stock Market Today: The Dow Jones index rose, while tech futures sold off amid Samsung earnings. Micron and Sandisk plunged.
US markets are set for a mixed open on Tuesday, with technology stocks expected to come under pressure after Samsung delivered record quarterly profits that still failed to satisfy investors, raising fresh questions about AI valuations. Nasdaq futures were down 1.1% ahead of the opening bell,...
Stock markets have been firmly set in a “beat and raise” focus heading into the start of a crucial earnings season, and their reaction Tuesday to a manifestly impressive set of figures from the world’s biggest chip maker suggests anything less than perfection likely will disappoint. Samsung impressive second-quarter earnings, which included a near 20-fold increase in profit and a doubling in overall revenue, failed to add any extra juice to a market already foaming with speculative fever for all things tech following a red hot first half of the year. The question for investors, heading into both the second-quarter earnings season and the traditional lull of the summer months, is whether the market’s initial reaction to the stellar, but not door-busting, numbers from the chip maker are a sign of tech stock fatigue or a coded bubble warning for the world’s hottest trade.
HSBC says Intel could see stronger growth from server chips and its foundry business.
U.S. chip shares trade sharply lower premarket, extending the reach of a global wobble in artificial intelligence-related stocks following Samsung's quarterly update. Micron Technology and Intel fell around 6% and 4%, respectively Applied Materials and Lam Research, both major suppliers to Samsung--each lost around 5%.
Tech looked set to struggle on Monday as investors dumped chip makers and a host of other stocks that have benefited from the AI boom. Futures tracking the Nasdaq 100 were 0.9% lower, dragged down by heavyweights including memory-chip maker Micron and semiconductor manufacturer Intel.
July 7 (Reuters) - Futures tied to the tech-heavy Nasdaq dropped on Tuesday on declines in chip stocks over concerns about the sustainability of the AI-driven rally despite strong results from Samsung
Recent bullish research updates on Intel (INTC) have centered on three themes: rising AI infrastructure demand, early traction in foundry services, and progress on the advanced 18A manufacturing process, which is now in risk production. See our latest analysis for Intel. Intel’s share price has swung sharply in recent weeks, with a 1-day share price return of 1.54% and a 7-day decline of 7.23%, but momentum over longer periods remains strong, including a 30-day share price return of 23.22%, a...
Syntiant Corp, an artificial intelligence software and semiconductor company, filed for a U.S. initial public offering on Monday, joining a growing list of AI companies seeking to tap public markets amid strong investor demand for the sector. Building AI Chips for Everyday Devices Founded in 2017 by semiconductor industry veterans, including CEO Kurt Busch, Syntiant develops low-power AI processors and software that enable devices to perform tasks locally rather than relying on cloud data center
An ESG-screened equity fund has quietly delivered a big year while sitting out one of the most-traded megacap names on the market. The iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) climbed 22.29% in the year ending July 2, 2026, riding an AI-heavy roster that includes Alphabet and Intel. What it does not own is Meta ... This ESG ETF Owns Google and Intel but Won’t Touch Meta, and It’s Up 22% in a Year
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