Semiconductor shares climb back, though gains remain limited
Semiconductor shares recovered from a 6% morning slide to trade down roughly 1% as of midday Friday. SOXX stood at $525.43 after falling to $498.69 earlier in the session.
US stocks drop as chip selloff prompts significant rotation from growth to value
NEW YORK, July 17, 2026, 12:07 p.m. EDT — U.S. stock trading opened with declines, as a sharp selloff in chipmakers fueled a broad rotation from growth to value shares.
Apple Stock (NASDAQ:AAPL) Briefly Tops Nvidia (NASDAQ:NVDA) as Low-Capex AI Bet Defies Rout
Apple briefly reclaimed the world’s largest-company crown in early Friday trading. Its shares held steady while Nvidia fell 3.5%. Their market values stood near $4.88 trillion and $4.86 trillion. Nvidia later pared part of its decline.
AI Shares Drop as Energy Stocks Outperform Amid Oil Surge
Early Friday, a provisional group of four AI suppliers lagged behind three leading U.S. oil majors by 6.3 percentage points. The Nasdaq began the session down 1.8%.
US Stock Futures Drop Further as Chip Selloff Widens $10 Billion Growth-Value Gap
U.S. stocks fell sharply at the open on Friday, with the chip sell-off extending to megacap growth shares. As of the most recent 9:33 a.m. quote, SPDR S&P 500 ETF Trust was at $741.77, off 1.19%. The iShares Semiconductor ETF was at $508.13, a decline of 4.22%.
Nvidia (NASDAQ:NVDA) shares fall after Japan Rubin order highlights more challenging AI demand environment
NVIDIA Corporation was set to open 2.35% down at $202.52 ahead of Friday’s session, with U.S. cash markets yet to open. Shares declined even after news of a new Japan-funded AI factory.
Nebius Group (NASDAQ:NBIS) slide raises questions over funding strategy for asset-light AI plans
Nebius Group N.V. dropped 13.9% on Thursday after unveiling a partner-backed expansion model the day before. Shares finished at $171.77.
Semiconductor stocks fall 5% as investors shift focus from AI demand to margins
U.S. chip stocks fell Thursday, even as TSMC raised its outlook. The sector index dropped nearly 5% in afternoon trading.
SMH ETF Falls Below Key Support as Chip Selloff Trumps Record Earnings
The VanEck Semiconductor ETF dropped 4.2% to $565.69 in early afternoon trade. It went below Wednesday’s $586.09 lower DeMark pivot. This is a short-term support gauge.
Nebius (NASDAQ:NBIS) shares fall as AI plan shifts capex burden
Nebius dropped 12.6% to $174.31 as of 1:07 p.m. EDT, wiping out a 2.8% rise from Wednesday. U.S. markets stayed open.
Dow Edges Higher; Health Stock Gains Balance Chip Drop
By midday Thursday, the Dow Jones Industrial Average was up roughly 109 points, with the U.S. cash session still open. The S&P 500 and Nasdaq Composite slipped.
Nvidia (NASDAQ:NVDA) slides as Japan sets 27,500-GPU target for 2028
Nvidia stock lost 2.3% to $207.62 early Thursday. That drop came even after Japan announced a national infrastructure move. The move shows a new challenge. Now, demand over time outweighs a single order.
US Stocks Finish Up Even as 15% Drop in Chips Obscures Broad Sector Shift
U.S. stocks ended higher Wednesday, but chip stocks tumbled. The session saw a split between sectors, not a broader slide. The S&P 500 closed up 0.36% at 7,570.72. The Nasdaq Composite gained 0.60% to 26,264.63. The Dow Jones Industrial Average was up 0.34% at 52,685.92. After the close, Nasdaq showed the PHLX Semiconductor Index off 2.31% at 12,369.17.
Nvidia’s first China H200 shipments put customer concentration in focus
NVIDIA Corporation has started limited H200 shipments to China while a Financial Times report said it had cut more than half of its approved Asian buyers. Yet the latest accounts point to a sharper investor issue: three direct buyers produced 54% of first-quarter revenue, while customers headquartered in the United States accounted for 78%.
Nebius Group (NASDAQ:NBIS) slides as $1B Reflection AI deal fails to reassure on cash conversion
Nebius shares dropped 6.7% in New York Tuesday afternoon, even though Reflection AI agreed to buy over $1 billion in computing capacity. The stock was up almost 3% before the open, flipping the session for about a 10-point swing. Order book scarcity appears to be over.
Nvidia Shares Trail Chip Sector by 65 Points With Asia Sales Review Underway
NVIDIA Corporation is up 9.1% so far in 2026 through Monday, while the PHLX Semiconductor Index jumped 74.3%. That’s a 65.2-point difference, showing investors want AI, but the market isn’t sure how much of the growth Nvidia can actually grab and keep. Yet the figures say something else.
AI stocks signal memory premium starting to fade
AI stocks ended Monday in the red, though losses varied across the sector. A group of three memory and storage plays tied to AI dropped 7.2%, nearly double the 3.7% loss for a set of four compute and foundry names. The split points to investors shortening their view on how long shortage-fueled gains can last, despite healthy order books and continued spend on infrastructure.
Robinhood’s top AI stocks split up $240 billion market cap
Nvidia, Advanced Micro Devices, Dell Technologies and Cisco Systems lost about $232 billion in combined market value during Monday's regular U.S. session. Meanwhile, Alphabet, Microsoft and Meta Platforms picked up a net $6 billion. That left a valuation gap of roughly $238 billion as of 1:52 p.m. EDT.
Vanguard ETF Pair Packs Almost 48% Into Top Nine Stocks
If you split cash half-and-half between Vanguard Total Stock Market ETF and Vanguard Growth ETF, nearly 48% of your portfolio ends up in just nine shared stocks. Those names drove both funds lower Monday. VUG dropped about 1.2% by 12:54 p.m. EDT. VTI and Vanguard S&P 500 ETF were both down about 0.7%. Vanguard High Dividend Yield ETF edged down 0.2%.
Semiconductor Stocks Drop as Korea’s $576 Billion Plan Rattles AI Supply Outlook
U.S. chip stocks dropped hard Monday, with the Philadelphia semiconductor index sliding 3.6% in late-morning deals as Micron Technology, Sandisk, and SK Hynix paced the losses. Oil prices moved higher on renewed U.S.-Iran fighting, spurring a wider risk-off move. “The conflict is testing whether the stock market’s broad-based growth can hold,” said Alex Guiliano, chief investment officer at Resonate Wealth Partners.
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