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Semiconductors 17 June 2026 - 23 June 2026

Nvidia reveals $63.44 billion equity holdings, with Intel and SpaceX making up majority share
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.
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.
SK Hynix Tops Samsung as Korea’s AI Memory Trade Revalues

SK Hynix Tops Samsung as Korea’s AI Memory Trade Revalues

SK Hynix is now South Korea’s most valuable listed company after passing Samsung Electronics on Monday—a first in 26 years and a sign of shifting power in the memory-chip sector with the rise in AI demand. SK Hynix shares jumped 5.6%, pushing its market value to 2,080.4 trillion won. Samsung slipped 0.14% to 2,066.7 trillion won, excluding preferred, at the close.
Intel (NASDAQ: INTC) Gets an Apple Premium, Math Shows Little Room Left

Intel (NASDAQ: INTC) Gets an Apple Premium, Math Shows Little Room Left

Intel Corporation is in focus Monday after jumping 10.64% to $133.99 last session. Early premarket quotes put the stock at $139.64, up 4.2% from that close. The gain comes after President Donald Trump said Apple would partner with Intel to design and make chips in the U.S. Reuters said Apple and Intel haven’t commented yet. For now, shares are trading up, with the deal details not out.
Intel stock enters week at record high after Apple chip report, Micron test ahead

Intel stock enters week at record high after Apple chip report, Micron test ahead

Intel Corp. heads into the new week at a record closing high, with investors trying to judge whether a White House-touted Apple chip partnership is the start of a real foundry turn or another sharp move in a stock already priced for better days. The shares finished Thursday at $133.99, up 10.64%, on volume of about 234 million shares. U.S. markets were closed Friday for Juneteenth and remain shut Sunday.
Apple Price Increases Turn Spotlight on Memory Chip Shortages After Goldman Trims Smartphone View

Apple Price Increases Turn Spotlight on Memory Chip Shortages After Goldman Trims Smartphone View

Goldman Sachs trimmed its global smartphone shipment estimates for 2026 and 2027 on Saturday after memory-chip costs jumped. The bank now expects volumes of 1.14 billion units in 2026 and 1.17 billion units in 2027, blaming tighter supply and high memory prices. The higher costs, Goldman said, are starting to show up in the prices of phones and laptops.
ASML drops after China chip-tool issue interrupts AI rally

ASML drops after China chip-tool issue interrupts AI rally

ASML Holding shares fell in Amsterdam Friday after the chip-equipment giant said it has not shipped its top-end lithography technology to China. The move raised new export-control questions, hitting one of Europe’s biggest AI-related stock rallies. Shares were down 0.6% at €1,666.00 at 13:37 CEST, after touching an intraday low of €1,631.40, according to Google Finance.
Intel shares move higher as Trump says Apple picking Intel for U.S. chips

Intel shares move higher as Trump says Apple picking Intel for U.S. chips

Intel is up sharply in U.S. premarket hours Thursday after President Donald Trump said Apple will partner with the chipmaker to design and produce chips in the U.S. Trump’s comments could give a lift to Intel’s contract manufacturing push. Dow Jones said the stock added over 7%, trading at $129.84 before the bell, which would be a record close if it holds.
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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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