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Why NVIDIA Might Be Immune to the Semiconductor Sell-Off
24/7 Wall St.27d agobearish
Why NVIDIA Might Be Immune to the Semiconductor Sell-Off

It’s been an unforgiving past week for the iShares Semiconductor ETF (NASDAQ:SOXX), down just over 8%, even with the 3.6% bounce on Wednesday. Meanwhile, shares of Nvidia (NASDAQ:NVDA) are up close to 6%, a stark contrast to the action we’ve seen in the semis of late. In many ways, it feels like Nvidia trades more ... Why NVIDIA Might Be Immune to the Semiconductor Sell-Off

Every Memory Stock Is Now in a Bear Market: Is Micron, SanDisk, or Applied Materials the Best Buy?
24/7 Wall St.28d agobullish
Every Memory Stock Is Now in a Bear Market: Is Micron, SanDisk, or Applied Materials the Best Buy?

The memory-chip complex has sold off hard from recent peaks. In light of this, investors are asking which of Micron Technology (NASDAQ:MU), SanDisk (NASDAQ:SNDK), or Applied Materials (NASDAQ:AMAT) they should actually own after the drawdown. According to Carson Group chief market strategist Ryan Detrick, from recent highs Micron stock is down 22%, Applied Materials stock ... Every Memory Stock Is Now in a Bear Market: Is Micron, SanDisk, or Applied Materials the Best Buy?

Broadcom Spikes 5% on Expanded Apple Chip Deal; Intel and AMD Drift Lower
24/7 Wall St.28d agobullish
Broadcom Spikes 5% on Expanded Apple Chip Deal; Intel and AMD Drift Lower

Broadcom (NASDAQ:AVGO) stock is outperforming the semiconductor sector today, climbing 5% to $390 after Apple announced an expanded multiyear chip agreement with the company. Meanwhile, Intel (NASDAQ:INTC) stock is down 2% to $108, while Advanced Micro Devices (NASDAQ:AMD) stock is lower by 1% to $513. The contrasting moves suggest that investors are rewarding Broadcom for ... Broadcom Spikes 5% on Expanded Apple Chip Deal; Intel and AMD Drift Lower

Why SOXX Surged 93.3% YTD While Avoiding Super Micro Computer
24/7 Wall St.29d agobullish
Why SOXX Surged 93.3% YTD While Avoiding Super Micro Computer

The iShares Semiconductor ETF (NASDAQ:SOXX) has ridden the AI chip boom to a 93.3% year-to-date gain through July 6, 2026, nearly doubling investor capital in roughly six months. Over the trailing year, the fund is up an even more striking 140.08%. What may surprise retirement-focused investors combing through the roster: one of the most-discussed AI ... Why SOXX Surged 93.3% YTD While Avoiding Super Micro Computer

Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff
24/7 Wall St.29d agobearish
Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff

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

Dow Climbs Back to Breakeven but Tech Still Drives the Market
Barrons.com30d agobullish
Dow Climbs Back to Breakeven but Tech Still Drives the Market

The Dow crept back to breakeven, but tech and momentum plays were still driving most of the market’s gains. The blue-chip index was moving in and out of positive territory, while the Nasdaq was up 1%. Only about half the Dow stocks and 43% of the S&P 500 stocks were rising.

Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 10%, Intel Rises 5%
24/7 Wall St.30d agobullish
Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 10%, Intel Rises 5%

Shares of Broadcom (NASDAQ:AVGO) are up 6% to $381 in early Monday trading after the company said it agreed to expand its custom-chip partnership with Apple (NASDAQ:AAPL) through 2031. The news is fueling a broad semiconductor rebound after last week’s pullback. Advanced Micro Devices (NASDAQ:AMD) stock is up 10% to $568, and Intel (NASDAQ:INTC) stock ... Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 10%, Intel Rises 5%

Nvidia’s Bargain Price Already Reflects Lost Market Share, Says Goldman
Barrons.com30d 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.com30d 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.33d 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.33d 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.34d 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.com34d 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.