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While the S&P 500 just hit a record high and the AI trade roars back to life, one famous short seller is keeping his bearish bets intact and warning that the market's own mechanics could turn a celebration into a collapse.
Memory chip stocks have been volatile and fell as July came to a close, the market’s still-fragile sentiment.
Micron Stock Slides as $500 Billion Chinese Chip Rival Ramps Up Threat
CXMT's proposed Beijing factory increased concern about longer-term competition across the AI-driven memory-chip market.
Micron's record margins now face a longer-term supply test
NVIDIA, Micron, and Broadcom have powered some of the most explosive earnings in market history, yet each stock trades at a fraction of what its forward numbers could justify. Here is where the math points by 2027.
Memory chip stocks have been volatile and fell as July came to a close, the market’s still-fragile sentiment.
Micron's 39% plunge and SK Hynix and Samsung's $1.3 trillion spending plan are raising fresh worries for US chipmakers.
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There's no way to time a bear market, but there are strategies to help avoid panic selling.
Higher interest rates and profit-taking outweighed evidence that cloud and device companies need increasing quantities of memory chips.
Micron stock is finally showing signs of life following a significant pullback from its 52-week high.
Memory chip stocks are bleeding out and panic is spreading fast, but a counterintuitive case is forming for why the carnage might actually be creating the most compelling setup AI investors have seen all year.
Apple just posted record quarterly results and watched nearly $350 billion in market value vanish overnight. The culprit is a supply crisis Tim Cook once called a hundred-year flood, and it may define the final chapter of his tenure.
Micron stock was building on huge gains from the previous day as Apple and Amazon confirmed there’s no end in sight to the memory-chip shortage.
Traders bid the memory names back up this week, even as YMTC’s NAND share climbed toward the fourth-largest spot globally.
Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter. A copy of the letter can be downloaded here. During the quarter, the Fund’s Institutional Class shares returned 50.34%, outperforming the MSCI World Information Technology Index’s 33.65% gain. Stock selection in semiconductors, technology hardware and software, together […]
A new Korean regulation could have unintended consequences for Micron investors.
A record-breaking earnings print from the world's top memory chip maker just triggered a brutal sector selloff, yet two storage giants are quietly trading green. Here is what the split reveals about where the AI hardware trade goes next.
SanDisk stock has crashed 47% in a month as an SK Hynix miss and a bearish chart pattern threaten to push SNDK below key support.
The memory storage company has been the poster child of the AI momentum trade, and the recent selloff.
The latest selloff extends a sharp decline in memory chip stocks that began late last month.
Meanwhile, SK Hynix’s second-quarter report, which was below expectations, triggered a wide selloff in memory stocks in the overnight session late Tuesday.
SKHY stock dropped 7% in the overnight session late Tuesday, while MU and SNDK fell about 5% each.