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Semiconductors 24 June 2026 - 2 July 2026

Nvidia reveals $63.44 billion equity holdings, with Intel and SpaceX making up majority share
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.
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.
Micron headed for $200 billion jump before the bell on AI memory deals

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.
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap Holdings

NYSE: AER 92/100
#2 BUY

Uber Technologies

NYSE: UBER 90/100
#3 BUY

Taiwan Semiconductor Manufacturing

NYSE: TSM 89/100
#4 ACCUMULATE

dLocal

NASDAQ: DLO 86/100
#5 ACCUMULATE

Tapestry

NYSE: TPR 84/100
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Editorial model selection. Not personalised advice.