Today: 28 June 2026
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NASDAQ:WDC 2 June 2026 - 26 June 2026

Micron, Qualcomm move up while Apple, Nvidia slide in mixed AI trade

Micron, Qualcomm move up while Apple, Nvidia slide in mixed AI trade

Micron surged on $22 billion in customer commitments as memory suppliers gained $239 billion in market value, while five AI-linked megacaps lost $417 billion, shifting investor focus from AI demand to pricing power amid tight memory supply and rising component costs.
25 June 2026
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Nasdaq Futures Drop Ahead of Open as Debt Concerns Hit AI Stocks

Nasdaq futures edge up as AI chip stocks try to recover ahead of PCE data

Micron Technology soared 17% premarket after reporting June 24 revenue of $41.46 billion, up from $9.30 billion a year earlier, and announcing $22 billion in five-year take-or-pay customer commitments, signaling unprecedented demand for AI memory chips and driving Nasdaq 100 futures up 2.15%.
25 June 2026
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Nasdaq edges lower in after-hours as AI chip fall spurs margin chatter

US stocks open higher with Micron earnings in focus, traders eye Fed

Micron’s post-close earnings report is the market’s next big test, with analysts expecting over 1,000% profit growth and 285% revenue growth after the stock soared 740% in a year to $1.2 trillion; a weak forecast could break the rally, especially as rate-hike bets, Thursday’s PCE inflation data, and U.S.-Iran uncertainty keep risks high.
24 June 2026
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Nasdaq Drops After Hours as AI Stocks and Chip Names Fall

Nasdaq Drops After Hours as AI Stocks and Chip Names Fall

Semiconductor stocks plunged, sending the Philadelphia SE Semiconductor Index down 7.6% and dragging the Nasdaq 2% lower as investors brace for Micron’s earnings and a key Fed inflation report that could test confidence in the AI trade and trigger further volatility in growth stocks.
23 June 2026
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Nasdaq Futures Drop Ahead of Open as Debt Concerns Hit AI Stocks

Nasdaq 100 Slides, Tech Stocks Wipe Out $1 Trillion

Nasdaq 100 futures plunged nearly 3% premarket as selling in AI-linked tech stocks intensified, putting over $1 trillion in market value at risk Tuesday; SpaceX dropped below a $2 trillion valuation and lost $600 billion in three sessions, while South Korea’s KOSPI tumbled 9.99% after Samsung and SK Hynix fell over 12% each, as investors question AI returns and brace for higher U.S. rates.
23 June 2026
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Dow Jones Industrial Average (.DJI) rises as Caterpillar, Visa lift blue chips while Nasdaq slips

Dow Jones Industrial Average (.DJI) rises as Caterpillar, Visa lift blue chips while Nasdaq slips

Caterpillar and Visa powered the Dow Jones up 214.78 points to 51,779.48, outpacing the S&P 500 and Nasdaq as progress in U.S.-Iran talks eased oil and inflation fears, but gains were concentrated in price-heavy stocks, not broad-based, with investors eyeing Thursday’s key PCE inflation data for the next market move.
22 June 2026
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Western Digital (NASDAQ: WDC) rises as storage shortage plays out

Western Digital (NASDAQ: WDC) rises as storage shortage plays out

Western Digital surged 4.86% to $746.23 as investors chased the AI storage scarcity trade and anticipated the June 22 exchange of remaining Sandisk shares for WDC stock, adding $11.9 billion in equity value—over three times fiscal Q4 revenue guidance—while the market paid up for durable pricing and 51%-52% gross margin targets, despite risks if shortages or pricing ease.
22 June 2026
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Micron Drops as AI Memory Stocks Take a Hit

Micron Drops as AI Memory Stocks Take a Hit

Micron Technology plunged 8.3% to $989.46 after a chip-sector selloff triggered by Broadcom’s revenue miss, but analysts say the memory-chip shortage could last years, with Morgan Stanley raising its target to $1,050; risks remain as Raymond James warns DRAM and NAND prices may peak mid-2026, and supply chain groups caution AI data centers are straining chip availability.
4 June 2026
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Sandisk Stock Warning: The $1,150 SNDK Offer Investors Are Being Told to Reject

SanDisk’s Rally Pauses as AI Chip Names Hit Resistance

SanDisk shares plunged 5.7% premarket to $1,727.22 after a record close, as a selloff in AI chip stocks hit sentiment despite surging 672% year-to-date and reporting 97% sequential revenue growth; investors now weigh memory-chip shortage gains against risks of “chipflation,” customer pushback, and policy pressure, with Wall Street watching for updates at the June 9 Mizuho Technology Conference.
4 June 2026
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DRAM-focused ETF’s $13 Billion Run on AI Memory Sets Up Market’s Tightest Chip Trade

DRAM-focused ETF’s $13 Billion Run on AI Memory Sets Up Market’s Tightest Chip Trade

Roundhill Memory ETF (DRAM) drew $553.7 million in new inflows on May 29, pushing assets to $13.36 billion and ranking among the top 10 U.S. ETF daily creations, as investors pile into AI-memory exposure; DRAM traded near $68.09 late Tuesday morning, but faces risks from memory price swings, supply issues, and concentrated bets.
2 June 2026
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Stock Market Today

  • Emerging Markets ETFs Shift Towards AI Chip Exposure with South Korea and Taiwan
    June 28, 2026, 9:12 AM EDT. Emerging market ETFs are increasingly linked to the AI semiconductor supply chain, shifting away from China dominance. Assets in South Korea and Taiwan ETFs have surpassed those focused on China, reflecting the growing importance of companies like Samsung, SK Hynix, and Taiwan Semiconductor Manufacturing. This realignment ties emerging markets more closely to global chip cycles impacting U.S. tech stocks. Differences in index classification mean ETFs like iShares MSCI Emerging Markets (EEM) include South Korea and have higher semiconductor exposure, while Vanguard FTSE Emerging Markets (VWO) excludes it. Investors seeking diversification should now scrutinize underlying holdings, as EM funds often double as routes into AI hardware.

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US Stock Market Today: Live Updates 28.06.2026

28 June 2026
LIVEMarkets rolling coverageStarted: June 28, 2026, 4:00 AM EDTUpdated: June 28, 2026, 9:13 AM EDT Share Talk Weekly Stock Market Review – June 28, 2026 June 28, 2026, 9:13 AM EDT. FTSE 100 edged lower, closing down 21.87 points after briefly hitting a two-month high amid a sell-off in AI stocks impacting global markets. Chinese hedge funds warned of a looming AI sector bubble correction. US markets followed suit with the Nasdaq Composite dropping 1.3%. In corporate news, Scancell Holdings confirmed advanced talks on a reverse merger with US-listed Neuphoria Therapeutics. Union Jack Oil postponed its AGM amid ongoing takeover
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