Nikkei’s AI Boom Stalls as Yen Weakens Again
Nikkei 225 fell under 67,000 Wednesday. AI-linked chip shares lost ground as investors trimmed positions. The yen slipped again, hovering near levels that have sparked currency intervention risk.
AI stocks mixed in Q3 as memory slump pressures cash flow after capex surge
Seeking Alpha’s summary flagged memory as the first pressure point. Odaily said Q3 flows are leaving broad AI and moving into storage, optical, power, and data center names. Investing.com described the quarter as a divergence, with results, AI spending, and the Fed dragging the market in opposite directions. Wednesday’s price action backed up that idea: AI is splitting into more trades.
Micron Technology (NASDAQ:MU) stock analysis: memory boom now faces cycle-risk test
Micron Technology is not selling off because fiscal third-quarter numbers were weak. It is selling off because the market has started to cut the shelf life of those numbers. At 07:21 EDT in New York, regular Nasdaq trading had not opened; Nasdaq lists regular hours as 9:30 a.m. to 4:00 p.m. ET.
US stocks edge lower as chip stocks slip after Samsung warning
U.S. stocks closed lower Tuesday, dragged by a 4.4% slide in the PHLX semiconductor index that weighed on both the S&P 500 and Nasdaq. Most S&P 500 sectors actually rose, and advancers outpaced decliners by 1.4-to-1 within the benchmark index. The session had the feel of a rotation out of AI names rather than a broad drop for equities.
Micron (NASDAQ:MU) drops $89 billion on Ford contract worries
Micron Technology, Inc. was active in Tuesday’s regular Nasdaq session. According to Nasdaq’s 2026 calendar, markets close for Independence Day on July 3, not July 7. Regular U.S. trading runs from 9:30 a.m. to 4:00 p.m. ET.
Nasdaq futures weaker vs. Dow as chip shares slip ahead of Fed minutes
U.S. stock futures were mixed early Tuesday, with Nasdaq contracts falling and the Dow and Russell futures higher. Around 5:50 a.m. EDT, Dow Jones E-minis gained 122 points, or 0.23%. S&P 500 E-minis slipped 10.75 points, or 0.14%, while Nasdaq 100 E-minis lost 311.25 points, or 1.04%. Russell 2000 futures added 4.6 points, or 0.15%.
Ford (NYSE:F) rises as Q2 outlook meets F-Series inventory shift
Ford Motor Company was up 45.5 cents at $13.815 around 13:46 EDT Monday, trading 35.3 million shares. The new supply numbers pointed to a tougher outlook for Ford stock in the back half, despite sales numbers that looked weaker on the surface. General Motors Company gained about 2.4%. Tesla Inc was up roughly 5.4%, while Rivian Automotive Inc added about 5.5%.
Dell Technologies (NYSE:DELL) rises after Trump plug outpaces family pledge
Dell Technologies was up 5.6% Monday during regular U.S. trading after President Donald Trump singled out founder Michael Dell in remarks at a White House event for Trump Accounts. “Go out and buy a Dell computer,” Trump said. Dell shares last traded at $416.44 at 11:54 a.m. EDT, with a session high at $429.66. Based on Dell’s market cap and share price, the stock’s midday gains came to around $14.5 billion, and about $23.2 billion at the peak.
Trump Accounts debut starts $8 billion ETF test for Wall Street
U.S. cash equities had yet to open at the dateline. Regular trading for NYSE and Nasdaq starts at 9:30 a.m. ET. The initial takeaway from Trump Accounts stands: it routes a federally-backed child savings plan through U.S. equity funds, launching with State Street Corp. as the default manager.
Nasdaq futures move higher in early trading, Dow stays near record
U.S. stock futures edged higher ahead of Monday’s opening bell, with gains looking tight in early trading. Nasdaq-100 futures gained 1.02% as of 05:40, S&P 500 futures were up 0.44% by 05:42, and Dow futures added 0.06% at 05:31. The gap between Nasdaq-100 and Dow futures stood at 96 basis points.
Micron (NASDAQ:MU) set for Nasdaq move as SK Hynix (KRX:000660) shakes up AI memory trade
Micron Technology comes into Monday’s U.S. session with the focus turned to its scarcity premium. The question for traders is what happens when SK Hynix, which leads in HBM, kicks off a $28.07 billion Nasdaq depositary-receipt sale. This puts less weight on AI-memory speculation and more on the impact of new supply.
Trump crypto gains reach level of new federal child seed fund
President Donald Trump’s reported crypto income now ties in with a new taxpayer-backed equity plan. His crypto total for 2025, more than $1.4 billion, about matches the government’s starter fund for 1.4 million eligible Trump Accounts. The Office of Government Ethics posted Trump’s certified annual disclosure June 30. Reuters reported the filing lists over $1.4 billion from crypto, with nearly $800 million from World Liberty Financial and $635 million from Trump meme coin sales.
Micron Technology (NASDAQ:MU) sheds $202 billion in market cap in two-day chip selloff before holiday
U.S. stock markets closed Friday for the Independence Day holiday, leaving Micron Technology with a two-session slide going into the break. The company’s shares dropped from $1,154.29 on Tuesday to $975.56 at Thursday’s close, down 15.5%. That move wiped out roughly $202 billion in market cap, based on MarketWatch’s figure of 1.13 billion shares.
Dow at a record but chip shares split in US after-hours trading before July 4 break
Dow closed at a record while AI names slid as U.S. stocks finished the session before the July 4 break. Volume and market breadth told the story—U.S. exchange volume reached 19.92 billion shares, which is about 14.7% under the 20-day average. The Dow picked up 594.83 points as the Philadelphia semiconductor index dropped 5.4%.
Dow up but AI-chip slide hits Nasdaq after jobs report
U.S. stocks ended mixed Thursday, with losses in AI and chip names wiping out broader gains. The Dow Jones Industrial Average rose 291.82 points, or 0.56%, to 52,597.06, according to Reuters/LSEG data. The S&P 500 slipped 32.26 points, or 0.44%, to 7,450.97, and the Nasdaq Composite dropped 309.35 points, or 1.19%, to 25,730.69.
US stocks edge up as jobs data pushes money out of AI chipmakers
U.S. stocks climbed Thursday as June jobs numbers eased Fed rate hike fears without signaling a jobs crisis. Away from the headline indexes, equal-weight and sector ETFs outperformed cap-weighted tech, even though semiconductors lagged and the big indexes moved higher.
Micron’s $138B slide puts Nasdaq-100 concentration in the spotlight
Micron Technology, Inc. was set for another rough session Thursday, as traders waited to see if the market’s trillion-dollar bet on memory chips would hold up. Shares ended July 1 at $1,032.28, down 10.57%. They lost more ground in premarket trading, quoted at $995.51, off another 3.56% on Google Finance. The $122.01 drop in the regular session erased about $138 billion in market value, based on the company’s 1.13 billion shares outstanding.
After hours: chip names slide but rest of US market is quiet
U.S. stock ETF proxies slipped in after-hours trade Wednesday, but losses were lighter than the chip selloff during the main session. SPY last changed hands at $744.85, off 0.12%. QQQ traded at $724.24, down 0.13%. DIA was down 0.13% to $521.72 near 7:52 p.m. ET, according to Investing.com. Nasdaq’s after-hours session runs from 4 p.m. to 8 p.m. ET.
S&P 500 edges lower post-bell as AI chip stocks drag, broader market holds up
U.S. stocks closed a bit lower Wednesday, but after-hours action told a different story. Most S&P 500 names traded higher even as AI-linked stocks dropped. As of 17:02 EDT, the main session had wrapped and after-hours was underway. Nasdaq's regular hours run from 9:30 a.m. to 4 p.m. ET, with after-hours from 4 p.m. to 8 p.m. ET.
Micron (NASDAQ:MU) falls after GM contract, traders weigh AI memory bets
Micron Technology fell 9.8% to $1,041.12 as of 13:58 EDT, in delayed trading. The memory-chip company and General Motors announced a long-term supply agreement. Even so, shares sank $113.17 from Tuesday’s close, wiping around $130 billion from Micron’s value based on its quoted share count. That’s roughly 1.9 times GM’s total market cap.