Today: 25 June 2026
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Semiconductors 3 June 2026 - 9 June 2026

Intel Stock’s Google-Fueled Rally Just Hit a Wall as AI Chip Bets Face a Reality Check

Intel Stock’s Google-Fueled Rally Just Hit a Wall as AI Chip Bets Face a Reality Check

Intel shares plunged 4.6% to $105.25 after Monday’s Google-fueled rally, as investors took profits and chip stocks broadly sold off; the drop highlights that Intel’s valuation now hinges on its ability to secure major foundry customers like Google, but the reported order remains unverified and sector-wide momentum is fading.
9 June 2026
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Cerebras Jumps Again After Wall Street Calls Its AI Chip a Rival for Nvidia

Cerebras Jumps Again After Wall Street Calls Its AI Chip a Rival for Nvidia

Cerebras Systems surged 18.32% Monday and jumped another 3.66% premarket to $246.53 after at least nine Wall Street banks launched bullish coverage, spotlighting the AI-chip maker’s rapid rise as a public-market test for AI hardware demand beyond Nvidia, with investor focus on its massive OpenAI deal and AWS partnership—but risks loom if OpenAI demand shifts or rivals defend their turf.
9 June 2026
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Marvell Joins S&P 500 But AI Chip Gains Come With a Twist

Marvell Joins S&P 500 But AI Chip Gains Come With a Twist

Marvell Technology surged 9.6% to $288.85 after being picked for the S&P 500, extending a 59% rally since May 27, as passive funds prepare to buy shares before its June 22 entry; the move follows record revenue, strong AI bookings, and Nvidia’s $2 billion investment, but risks remain after a recent sector selloff and warnings of overbought conditions.
9 June 2026
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SOXL’s 433% Rally in AI Chip Sector Meets Sharp Pullback

SOXL’s 433% Rally in AI Chip Sector Meets Sharp Pullback

SOXL surged nearly 15% to $209.62 Monday after last week’s 30.5% plunge, as chip stocks rebounded from a $1.3 trillion rout; leveraged ETF swings highlight the risks of daily resets, with Direxion and regulators warning these funds are trading tools, not long-term bets, especially as investors eye upcoming inflation data and Fed meetings.
8 June 2026
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SK Hynix Drops 10% After Hit, Here’s What’s Next for Traders

SK Hynix Drops 10% After Hit, Here’s What’s Next for Traders

SK hynix plunged 9.92% to 2,070,000 won Friday, capping a 12% five-day slide after a record high, as tech stocks sold off globally and a “sidecar” halt hit Seoul trading; investors now face a key test of confidence in the AI-memory trade, with the stock’s future hinging on HBM demand, U.S. chip sector moves, and details of a planned U.S. ADR listing, which remains under SEC review.
6 June 2026
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Sandisk Stock Warning: The $1,150 SNDK Offer Investors Are Being Told to Reject

SanDisk’s Rally Pauses as AI Chip Names Hit Resistance

SanDisk shares plunged 5.7% premarket to $1,727.22 after a record close, as a selloff in AI chip stocks hit sentiment despite surging 672% year-to-date and reporting 97% sequential revenue growth; investors now weigh memory-chip shortage gains against risks of “chipflation,” customer pushback, and policy pressure, with Wall Street watching for updates at the June 9 Mizuho Technology Conference.
4 June 2026
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Stock Market Updates

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 25.06.2026

25 June 2026
WisdomTree Issuer ICAV declares Q2 2026 dividends for multiple ETFs, including $0.2066 per share for WisdomTree Emerging Markets Equity Income UCITS ETF and $0.5797 for WisdomTree Europe Equity UCITS ETF - USD Hedged; payments set for July 17, 2026, with ex-dates from July 2, covering various currencies and share classes at WMR 4pm rates.
Micron, Qualcomm lift chip stocks after hours as Nasdaq slips

Micron, Qualcomm lift chip stocks after hours as Nasdaq slips

25 June 2026
Micron soared 16.34% after hours as customers locked in nearly $100 billion in future supply obligations—about 2.4 times its latest quarterly revenue—fueling a $400 billion surge in chip stocks and reversing the tech selloff that erased over $1 trillion from the Nasdaq 100 this week.
Western Digital falls after AI-storage rally, investors look to Micron

Western Digital falls after AI-storage rally, investors look to Micron

25 June 2026
Western Digital (NASDAQ:WDC) shares dropped about 4% after a multi-week rally fueled by AI storage demand, as investors awaited Micron Technology’s earnings for new signals on enterprise storage spending; analysts cite a persistent hard-disk supply deficit that could support pricing into 2027, with Morgan Stanley raising its price target to $650.
BlackBerry falls with volume outpacing buyback plan ahead of earnings

BlackBerry falls with volume outpacing buyback plan ahead of earnings

25 June 2026
BlackBerry closed down 2.3% at $8.62 despite Stifel initiating coverage with a Buy and $12 target—39% above the close—while trading volume of 38.3 million shares far exceeded its entire buyback authorization, highlighting investor focus ahead of Thursday’s Q1 results and underscoring the limited impact of BlackBerry’s capital return plan.
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