Today: 25 June 2026
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Semiconductors 10 June 2026 - 18 June 2026

Coherent shares drop after $50 million CHIPS grant raises questions for AI optics

Coherent shares drop after $50 million CHIPS grant raises questions for AI optics

Coherent shares slid 1% to $378.85 despite a $50 million U.S. funding pledge for its Texas indium phosphide plant, as investors weighed steep valuation—48.27 times forward earnings—against supply risks and doubts over how quickly AI optics demand will drive profits, even with deepening Nvidia ties and surging wafer prices.
17 June 2026
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June 2026 semiconductor news roundup: U.S. chip controls, SandboxAQ funding and Intel 18A-P

June 2026 semiconductor news roundup: U.S. chip controls, SandboxAQ funding and Intel 18A-P

U.S. Commerce awarded SandboxAQ $500 million for AI-driven chip materials R&D and took a minority equity stake, while delaying blacklisting over 100 Chinese firms flagged as security risks, highlighting Washington’s focus on domestic chip supply chains and export controls as Intel’s 18A-P enters risk production and AI-chip startups challenge Nvidia’s dominance.
17 June 2026
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SMH Hits Another High as AI Chip Stocks Rally Beyond Nvidia

SMH Hits Another High as AI Chip Stocks Rally Beyond Nvidia

SMH soared 4.2% to $646.27 midday Monday, extending its record run as investors piled back into AI-linked chip stocks after last week’s pullback; Lam Research, Marvell, Arm, ASML, and Kulicke & Soffa all advanced, driven by strong AI demand and recent upbeat results, but expectations remain high after SMH’s 72% year-to-date surge.
15 June 2026
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Micron Stock Nears $1,000 Again as AI Memory Rally Faces June 24 Test

Micron Stock Nears $1,000 Again as AI Memory Rally Faces June 24 Test

Micron soared 11.66% to $995.87 after a sharp pullback, as investors weigh booming AI-driven memory demand against concerns the stock already prices in a near-perfect upcycle; all eyes are on the June 24 earnings call, with analysts forecasting Q3 EPS of $19.46 on $34.07B revenue and debating whether supply constraints can sustain elevated earnings and justify Micron’s $1.14T valuation.
12 June 2026
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Semiconductor Index Drops After Oracle Details $95 Billion AI Spend, Nvidia and Broadcom Under Pressure

Semiconductor Index Drops After Oracle Details $95 Billion AI Spend, Nvidia and Broadcom Under Pressure

Oracle shares plunged 8.9% in after-hours trading as investors balked at the company’s plan to spend up to $95 billion on capital expenditures in fiscal 2027, raising $40 billion through debt and equity, shifting AI market focus from booming demand to funding anxiety and dragging the PHLX Semiconductor Index down 3.57%.
11 June 2026
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Intel Drops as Chip Selloff Hits Shares Despite Google AI Bid Hopes

Intel Drops as Chip Selloff Hits Shares Despite Google AI Bid Hopes

Intel shares fell 0.8% to $107.04 as the stock’s main catalyst—a reported Google order for over 3 million Intel-made TPUs for 2028—remains unconfirmed, while the Philadelphia Semiconductor Index plunged 3.6% and tech stocks entered correction territory, highlighting investor focus on external foundry demand amid sector-wide profit-taking and supply chain concerns.
11 June 2026
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Stock Market Updates

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

25 June 2026
Micron soared 16.7% premarket to $1,224.01 after locking in $100 billion of minimum-price customer contracts and $22 billion in projected deposits, signaling investors are valuing its multi-year supply deals and price floors over spot-market risks as DRAM and NAND prices surged, with management forecasting tight supply “beyond 2027” and fourth-quarter revenue guidance at $50 billion.
SoFi Stock Slips Before The Open As Stablecoin News Meets A Weak Nasdaq Tape

SoFi pushes at $18 after AI Composer agreement

25 June 2026
SoFi surged past Wall Street’s $18 median target after its Composer AI investing deal but closed at $17.31, with 74% higher-than-average volume; 2026 EPS estimates remain flat, and the stock trades at about 29 times expected earnings, as investors await signs of real revenue impact from the new product.
SpaceX Starlink launch times Vandenberg pace to investor watch

SpaceX Starlink launch times Vandenberg pace to investor watch

25 June 2026
Short interest in SpaceX (NASDAQ:SPCX) surged to 13% of free float as shares traded at $156.08 premarket after closing at $154.54, following the company’s 59th Starlink-linked Falcon 9 launch this year; Starlink now accounts for about 60% of SpaceX’s $18.67 billion revenue, but the company posted a $4.94 billion net loss after the xAI merger.
Alibaba sheds HK$88 billion after dispute over Anthropic Claude AI claim

Alibaba sheds HK$88 billion after dispute over Anthropic Claude AI claim

25 June 2026
Alibaba (HKG:9988) plunged 4.43% to HK$95.00, wiping out HK$88 billion in value, after Anthropic accused operators linked to Alibaba’s Qwen AI lab of making 28.8 million illicit Claude exchanges—1.8 times prior cases—raising fresh risks for Alibaba’s key AI-cloud growth story as U.S. security scrutiny intensifies.
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