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NASDAQ:WDC 23 June 2026 - 16 July 2026

AI stocks signal memory premium starting to fade

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.
Semiconductor Stocks Drop as Korea’s $576 Billion Plan Rattles AI Supply Outlook

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.
Iran Oil Jolt Reveals 24% Spread on SK Hynix’s AI Bet

Iran Oil Jolt Reveals 24% Spread on SK Hynix’s AI Bet

U.S.-Iran tensions pushed oil prices much higher on Monday and dragged Nasdaq futures down about 1%. But the bigger move came from SK Hynix after a price gap showed up. Its ADRs, which let U.S. investors trade foreign shares, were indicated 9.2% lower at $152.50. Even with that slide, the ADRs still traded about 24% above the Seoul shares, based on a simple calculation.
Nasdaq climbs as AI trading contracts offset Dow weakness

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

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

U.S. cash markets traded Thursday during normal hours on the New York Stock Exchange, from 9:30 a.m. to 4:00 p.m. ET. It wasn’t just AI stocks bouncing. Some investors picked up shares in chipmakers with limited memory supply, dumping others with higher AI expenses or steeper input costs.
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

Stocks pushed higher in the U.S. on Wednesday, with the S&P 500 up 0.44%, the Nasdaq gaining 0.39%, and the Dow rising 0.53% in late-morning trading, Reuters reported, citing market data delayed at least 15 minutes. Consumer discretionary and healthcare names were strong, but energy slipped after oil prices moved lower.
Nasdaq Drops After Hours as AI Stocks and Chip Names Fall

Nasdaq Drops After Hours as AI Stocks and Chip Names Fall

US stocks fell on Tuesday, with the Nasdaq and S&P 500 both closing at their lowest in more than a week after chip stocks tumbled. The moves ended the relative calm that followed last week’s Middle East de-escalation. According to MarketWatch, the Nasdaq Composite dropped 2.00%, the S&P 500 lost 1.31%, and the Dow Jones Industrial Average slipped 0.04%.
Nasdaq Futures Drop Ahead of Open as Debt Concerns Hit AI Stocks

Nasdaq 100 Slides, Tech Stocks Wipe Out $1 Trillion

Nasdaq 100 was set to lose over $1 trillion in market value Tuesday, with tech stock selling moving from megacaps into chip and memory names, tightening the pressure ahead of the New York open. SpaceX shares slipped too, falling below the $2 trillion mark for the first time since its U.S. debut, Reuters said.
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