Today: 29 June 2026
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Semiconductors 22 June 2026 - 29 June 2026

Intel (NASDAQ:INTC) falls behind as chipmakers rebound and foundry plans edge closer to 14A deadline

Intel (NASDAQ:INTC) falls behind as chipmakers rebound and foundry plans edge closer to 14A deadline

Intel Corporation moved up slightly premarket Monday, lagging the chip sector. The stock has already priced in a rebound, so traders want to see results. Intel traded 0.51% higher at $128.97 as of 8:43 a.m. EDT, rebounding after dropping 3.42% on Friday, according to MarketWatch. The iShares Semiconductor ETF moved up 1.34%. Taiwan Semiconductor Manufacturing Co Ltd ADR added 1.26%, Nvidia climbed 0.96%, and Advanced Micro Devices was up 0.90% ahead of the bell.
29 June 2026
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Samsung, SK Hynix chip plan has investors looking beyond $1.3 trillion headline

Samsung, SK Hynix chip plan has investors looking beyond $1.3 trillion headline

South Korea put a number on its AI-chip plan: 800 trillion won from Samsung Electronics Co, SK Hynix Inc and suppliers to build four new fab sites in the southwest. That’s still a big wager, but well below the $1.3 trillion headline that moved memory shares ahead of the announcement. The figure is also less than the earlier 2,000 trillion won group total floated before Monday’s presidential briefing. The gap matters since shareholders pay for capacity with cash, not just headlines. The fab pledge is where memory supply, equipment orders and later depreciation show up. The larger numbers include data centers, physical AI projects and plans from conglomerates that might fall outside listed memory or could run through the next chip cycle.
29 June 2026
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AMD stock trades short week over Street average after chip selloff

AMD stock trades short week over Street average after chip selloff

Advanced Micro Devices, Inc. kicks off a short U.S. trading week still sitting above the average Wall Street price target. That’s even after a sharp fall on Friday that came with big volume. Trading was closed Sunday in New York. Nasdaq says regular stock hours run 9:30 a.m. to 4 p.m. ET on weekdays. Markets are set to be closed on July 3 for the Independence Day holiday.
28 June 2026
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Micron (NASDAQ:MU) looks to big memory contracts as stock moves into new week

Micron (NASDAQ:MU) looks to big memory contracts as stock moves into new week

Micron Technology, Inc. heads into the new week with investors trying to figure out how much of its earnings are already priced in. Shares dropped 6.69% to $1,132.33 at Friday’s close, the latest U.S. cash-market price since June 28 lands on a Sunday. Volume was heavy, with 86.41 million shares traded—about 1.6 times Micron's average. Investors looking for a clean read aren’t focusing on last quarter’s revenue. The number to watch is the gap between Micron’s market cap—about $1.28 trillion at Friday’s close—and its $100 billion or so in remaining performance obligations from key customer deals. Those contracted revenues amount to just 7.7% of its equity value. As of Friday, Micron also traded at roughly 9.1 times fiscal Q4 EPS guidance on an annualized basis, based on its $31 midpoint.
28 June 2026
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Intel (NASDAQ:INTC) edges lower, pulling back from $700 billion mark

Intel (NASDAQ:INTC) edges lower, pulling back from $700 billion mark

Intel Corporation enters the holiday-shortened trading week having slipped under the $700 billion market cap it targeted earlier on Monday. The stock backed off its 52-week high after a steep chip sector selloff. Intel shares finished Friday at $128.32, down 3.42%, then slipped to $127.62 in after-hours trading. On Monday, the stock hit a high of $141.45. That drop puts Intel 9.3% under its intraday high for the week, wiping about $66 billion off its value, based on MarketWatch’s figure of 5.03 billion shares outstanding. Intel’s market cap was $644.94 billion, still $55 billion away from $700 billion.
28 June 2026
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Micron (NASDAQ:MU) changes S&P 500 earnings math as terms on memory cash move draw questions

Micron (NASDAQ:MU) changes S&P 500 earnings math as terms on memory cash move draw questions

Micron Technology topped forecasts this week. The company’s results shifted the S&P 500 earnings picture before the bulk of Q2 numbers were out. Micron’s $25.11 EPS, topping the $20.86 forecast, drove the S&P 500’s Q2 earnings growth estimate up to 23.1% from 22.2%, FactSet said. FactSet also noted 57% of S&P 500 companies providing Q2 EPS guidance were positive, well above the five- and 10-year averages of 41%. The S&P 500 trades at 20.1 times forward 12-month earnings, higher than its 10-year average of 19.0.
27 June 2026
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ON Semiconductor drop hits Synaptics deal ahead of Nasdaq bell

ON Semiconductor drop hits Synaptics deal ahead of Nasdaq bell

ON Semiconductor Corporation dropped 14.2% to $101.85 ahead of the bell at 9:04 a.m. EDT Friday. The move came after ON said it will acquire Synaptics Incorporated with stock. Nasdaq trading was set to start at 9:30 a.m. Eastern; June 26 wasn’t listed as a Nasdaq holiday for 2026. ON's terms give Synaptics holders 1.350 ON shares for every Synaptics share, locking in the exchange. At ON’s premarket level, that values Synaptics at about $137.50 a share. On Thursday, when ON closed at $118.74, the number was $160.30 for each Synaptics share.
26 June 2026
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Micron shares slip as traders question peak-memory outlook

Micron shares slip as traders question peak-memory outlook

Micron Technology, Inc. fell in premarket trading Friday. Shares pulled back from a record run. The company gave profit guidance, but shares still traded at under 10 times annualized profit for the next quarter. With Investing.com listing a premarket price of $1,151.93 and Micron’s Q4 non-GAAP EPS guidance at $31 midpoint, the stock traded at 9.3 times earnings. The Thursday close of $1,213.56 bumped that multiple to 9.8. That’s still low for a trillion-dollar chip name, unless Q4 ends up being the peak for memory.
26 June 2026
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Intel (NASDAQ: INTC) Gets an Apple Premium, Math Shows Little Room Left

Intel’s 2026 gains meet pressure with chip shares down premarket

Intel Corporation dropped over 3% before the bell Friday as chip stocks slipped. A Micron Technology rally had faded. Nasdaq futures were off 1.16% at 5:29 a.m. ET. Advanced Micro Devices slid over 3% and Nvidia Corporation was down 1.4%. Intel swung from $125.41 to $140.72 on Thursday, a $15.31 range, or 11.5% of its close. The stock finished at $132.87, up 0.93%. Trading volume was 123.12 million shares.
26 June 2026
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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. By late morning, Micron Technology, SanDisk, Western Digital and Seagate Technology had picked up roughly $239 billion in market cap based on last prices and capitalisations. With Qualcomm included, the gain was near $247 billion. Apple, Nvidia, Microsoft, Alphabet and Oracle had shed around $417 billion using the same method.
25 June 2026
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Micron Technology (NASDAQ: MU) gains ahead of earnings; Street eyes $20.57 EPS bar

Micron headed for $200 billion jump before the bell on AI memory deals

Micron Technology, Inc. traded 16.7% higher at $1,224.01 in premarket action Thursday. If the price sticks, about $198 billion gets added to its equity value based on Google Finance’s count of 1.13 billion shares. That’s nearly double the $100 billion in minimum-price remaining performance obligations linked to strategic customer agreements that were signed or finished after the last quarter. Investors are seeing something different in Micron this quarter. The stock isn't trading just on spot DRAM and NAND prices anymore. Now, the market is putting value on customer-funded supply, price floors, and the chance this memory cycle remains tight.
25 June 2026
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Micron, Qualcomm lift chip stocks after hours as Nasdaq slips

Micron, Qualcomm lift chip stocks after hours as Nasdaq slips

Micron said it had locked in about $100 billion worth of future customer deals, and Qualcomm laid out a $15 billion data-center sales target by 2029. Both items steered the after-hours session. Nasdaq 100 ETF QQQ pushed almost two points higher than DIA in after-hours action, reversing the session’s move when the Dow edged up and the Nasdaq slipped. Trading stayed tight late, but the bid held up. Post-close, buyers focused on chips, memory, and suppliers instead of lifting the broad tape.
25 June 2026
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AMD holds steady after UBS sets $1.1T target, AI rivalry grows

AMD holds steady after UBS sets $1.1T target, AI rivalry grows

Advanced Micro Devices, Inc. finished Wednesday little changed. UBS, which had one of the highest targets on AMD, reset its view, but the stock barely moved. Investors didn't rush to buy on another AI-chip call. AMD slipped 11 cents to end the day at $519.74, moving between $503.50 and $524.96. In after-hours trading, shares jumped 3.45% to $537.69 with 2.03 million shares changing hands. Volume during normal hours was 25.76 million shares—about 68% of the 65-day average.
25 June 2026
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Navitas Semiconductor falls as chip selloff and dilution fears hit AI favorite

Navitas Semiconductor falls as chip selloff and dilution fears hit AI favorite

Navitas Semiconductor dropped more than 14% Wednesday. Investors pulled back from smaller AI-connected chip stocks after a big selloff in semis and new worries about how much future growth is in the price. The stock traded at $18.30 as of 1:03 p.m. EDT, falling $3.10 from Tuesday’s close. Turnover hit 17.6 million shares. The shares opened at $21.02 and touched a low of $18.26 earlier in the session.
24 June 2026
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Intel (NASDAQ: INTC) Gets an Apple Premium, Math Shows Little Room Left

Intel (NASDAQ:INTC) keeps foundry premium even after AI chip selloff, trading data shows

Intel shares moved higher in early pre-market trade Wednesday, recouping some of Tuesday’s drop. Still, the stock is holding the premium it gained after last week’s Apple foundry news. Intel traded at $135.80 as of 4:26 a.m. EDT, up 2.66% from Tuesday’s close of $132.28, which was down 6.14%. U.S. markets aren’t open yet; Nasdaq pre-market hours run 4:00 a.m. to 9:30 a.m. ET.
24 June 2026
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Nvidia, Micron and AMD weakness raises AI memory-chip worry

Nvidia, Micron and AMD weakness raises AI memory-chip worry

U.S. chip stocks tumbled Tuesday, with the sharper move in memory stocks rather than just in Nvidia. The Philadelphia Semiconductor Index slid 7.9%. The Nasdaq lost 2.21% and the S&P 500 dropped 1.44%. Chips fell about 3.5 times harder than the Nasdaq, and about 5.5 times the S&P 500. Micron Technology slid 13%, Sandisk was down 14% and Western Digital dropped 8.5%. All three fell harder than Nvidia, which lost 4.1%. AMD, Intel and Marvell dropped between 5.8% and 9.4%. Nvidia’s slide took its market cap under $5 trillion. The steepest selling hit memory and storage stocks, seen as direct AI server bets.
24 June 2026
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Korea Slides 10%, Nasdaq Futures Down 2.7% as Chip Stocks Sink Worldwide

Korea Slides 10%, Nasdaq Futures Down 2.7% as Chip Stocks Sink Worldwide

Semiconductor stocks around the world fell sharply Tuesday, with South Korea’s KOSPI down 9.99%. Chipmakers in Europe dropped too, and Nasdaq 100 futures shed 2.7% ahead of the Wall Street open. “Former generals … appear to have lost momentum,” said Chris Weston, head of research at Pepperstone. Philadelphia Semiconductor Index had hit an all-time high on Monday, making the latest dip stand out. Nvidia is down nearly 3% in premarket, while Intel, Marvell Technology and Advanced Micro Devices are lower by between 5.5% and 7.5%. Micron Technology dropped 8.6%. “Concern is returning that large technology firms are spending too much on AI infrastructure,” said Ipek Ozkardeskaya, senior analyst at Swissquote Bank.
23 June 2026
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AI-led rally in South Korea stalls at 10% as chip downturn dents Seoul trade

AI-led rally in South Korea stalls at 10% as chip downturn dents Seoul trade

The KOSPI slumped 9.99% on Tuesday, marking its largest decline in over three months. The index lost 910.71 points to close at 8,203.84. A trading halt hit the broader market during the afternoon as investors sold off chipmakers, following a record AI rally and regulatory warnings. Investors had waited for this move. The index crossed 9,100 for the first time on Monday, with Samsung Electronics and SK hynix driving gains. Reuters reported Samsung and SK hynix now account for over half the KOSPI’s market value.
23 June 2026
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SMH ETF flows point to AI chip trade moving away from Nvidia

SMH ETF flows point to AI chip trade moving away from Nvidia

The VanEck Semiconductor ETF saw nearly $7 billion pour in on Monday, the biggest sign yet of investors looking beyond just Nvidia and into a basket of chip suppliers. That flow is making its mark. Semiconductor stocks climbed on the day, while the big tech names dragged the Nasdaq lower. The timing is key. LSEG Lipper data said U.S. equity funds picked up $38.37 billion for the week ended June 17, the biggest since November 2024. Technology sector funds got a record $21.46 billion in the same period. SMH’s one-day creation made up about a third of those tech inflows, showing just how much the AI trade is passing through a handful of ETFs.
22 June 2026
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Broadcom’s $2 Trillion AI Call Gets 7.5% Test Next Week

Broadcom’s Google AI chip contract takes on new weight as JPMorgan defends stock

Broadcom shares slipped near midday on Monday as investors weighed JPMorgan’s defense of the chipmaker’s Google AI program against a broader reset in high-valuation AI infrastructure stocks. The stock traded at $396.72, down $14.63, with its latest trade around 11:47 a.m. in New York, market data showed. The move matters because the market is now testing whether Broadcom’s AI story is a quarter-to-quarter chip cycle or a longer contract cycle. JPMorgan analysts Harlan Sur and Mayur Ramdhani told clients to look past reports that Broadcom and Google had delayed or canceled a next-generation TPU v9 2-nanometer program, saying the team remained on track with “NO delays; NO cancellations,” Benzinga reported on Monday.
22 June 2026
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