chip stocks
Coverage of chip stocks in the Nexus archive.
- Apple is closing in on Nvidia in the race to be largest U.S. company
Apple is closing in on Nvidia in the race to become the largest U.S. company, with their stock market cap gap narrowing to about $200 billion. This follows selling pressure on chip stocks due to concerns over AI spending.
- As chip sector takes it on the chin, traders bet on a big Nvidia rally
Nvidia shares rose despite a 5% decline in chip stocks tracked by the VanEck Semiconductor ETF (SMH). Traders are betting on a significant rally in Nvidia's stock amid the broader sector downturn.
- Chip stocks sell off after Samsung earnings fall short of high AI bar
Samsung Electronics' earnings failed to meet investor expectations, leading to a sell-off in chip stocks. The company's stock had previously risen by 145%, but results did not satisfy investors.
- Chip stocks are down everywhere. Oil is back to prewar prices. The jobs report is up next
Chip stocks have declined globally, oil prices have returned to prewar levels, and an upcoming jobs report may show a fourth consecutive month of job gains exceeding 100,000, a streak not seen since early 2024.
- Meta Fuels AI Capacity Glut Fears, Chip Stocks Slump | The Pulse 7/2/2026
Meta's actions have raised concerns about an AI capacity glut, leading to a decline in chip stocks. The article highlights the impact of these fears on the technology sector.
- Bitcoin Climbs Back Above 60,000 as the Chip-Stock Trade Cracks
Bitcoin rose 1.28% to about 60,729 on July 1, reclaiming 60,000 for three consecutive days due to softer Federal Reserve comments, while chip stocks that had previously drawn funds from cryptocurrency markets declined.
- US Tech Rout Sours Mood For Japan, South Korean Chip Stocks
A US tech rout has negatively impacted the sentiment for Japan and South Korean chip stocks. The downturn in the US technology sector is souring market confidence in semiconductor-related equities in East Asia.
- Overlooked bottlenecks and hyperscalers forced to keep spending will keep the chip-stock rally alive, says Nomura team
Nomura analysts highlight overlooked bottlenecks in the semiconductor industry and ongoing spending by hyperscalers as factors that will sustain the chip-stock rally. Their analysis suggests market awareness of these challenges remains limited.
- Chip Stocks’ Best Quarter Ever Is Ending With Some Wild Swings
Chip stocks are experiencing their best quarter ever, though the period is concluding with significant market volatility. The performance highlights strong investor confidence in the sector despite recent fluctuations.
- Chip stocks rebound, and Goldman racks up a series of M&A wins
Chip stocks rebounded, and Goldman Sachs secured a series of M&A deals. The Investing Club released its daily afternoon update, the Homestretch, just in time for the last hour of trading.
- Micron's earnings gave Wall Street exactly what the AI rally needed
Micron's fiscal third-quarter earnings exceeded expectations, leading to a rise in global chip stocks. The results provided a boost to the AI rally on Wall Street.
- Bitcoin Falls Below $60,000 as the Chip Selloff Drags Crypto Down
Bitcoin fell below $60,000 on June 24, closing near $59,312, marking its lowest level since late 2024. A two-day selloff in chip and AI stocks contributed to the decline, which saw Bitcoin drop about 5.3% for the day.
- Asia Intelligence Brief — Wednesday, June 24, 2026
Japan's stock market declined for the second consecutive day, influenced by waning chip stocks and cues from Korea. Alibaba filed a lawsuit against the Pentagon.
- Global Economy Briefing — June 24, 2026
A global wave of selling in chip stocks, triggered by a near-10% plunge in South Korea, caused the Nasdaq to drop over 2% and pushed US bond yields to their highest in over a year.
- Tech, chip stocks deepen losses as SpaceX briefly dips below IPO price
US stocks fell Tuesday as tech and chip stocks deepened their losses amid a global rout. SpaceX's stock briefly dipped below its IPO price.
- Tech is selling off and the Iran peace deal is reshuffling the whole market
Chip stocks declined across South Korea to Europe, and oil prices stabilized following U.S. sanctions waivers on Iranian crude. The Iran peace deal is influencing market dynamics.
- Chip stocks are setting records, but this hidden chart pattern says momentum favors the bears
The SOXX's RSI indicator has fallen below the overbought threshold despite chip stocks reaching record highs, indicating potential bearish momentum based on historical patterns.
- The chip-stock rally is back in full force — thanks to two big geopolitical developments
The chip-stock rally is driven by improved Iran peace prospects and Anthropic's conflict with the U.S. government, which may accelerate AI development. Riskier stocks are gaining as geopolitical developments influence market sentiment.
- Korea’s Kospi Surges 8% as Iran Deal Hopes Lift Chip Stocks
Korea’s Kospi stock index surged 8% as hopes for an Iran deal boosted chip stocks. The market rally was driven by optimism over potential geopolitical and economic developments linked to the Iran deal.
- Jim Cramer's top 10 things to watch in the stock market Thursday
Futures are off their morning highs, but chip stocks are performing well as a bright spot in the market. Jim Cramer highlighted key factors to watch in the stock market on Thursday.
- The U.S. and Iran exchanged strikes. Chip stocks bounced. And SpaceX IPOs tomorrow
The U.S. and Iran exchanged strikes, chip stocks rose, and SpaceX is set to IPO tomorrow. Oracle stock fell over 9% after announcing $20 billion in new financing for AI expansion.
- Oil is falling again on Trump's Iran deal talk. Stocks are rising. The pattern is starting to feel familiar
U.S. stock futures rose as chip stocks recovered from a selloff, while crude oil prices fell due to Trump's comments on the Iran deal.
- Asia chip-linked shares recover after U.S. peers bounce back
Asia chip-linked shares recovered following a rebound in U.S. chip stocks, which contributed to gains in the S&P 500 and Nasdaq Composite. U.S. chip stocks powered a 0.3% rise in the S&P 500 and a 0.86% increase in the Nasdaq Composite.
- Chip rebound has one trader buying protection
Chip stocks are rebounding, but trader Mike Khouw warns that the recovery does not guarantee safety for tech investors. The article highlights cautious optimism amid market fluctuations.
- The Nasdaq just had its worst day in over a year. Now oil is spiking again. Stocks can't catch a break.
The Nasdaq experienced its worst day in over a year as oil prices surged above $92 a barrel due to fresh Iran-Israel strikes. Chip stocks showed recovery in premarket trading despite the market turmoil.
- South Korea stocks fall 4% as tech heavyweights follow plunge in Wall Street's AI-linked names
South Korea stocks fell 4% as tech heavyweights followed a decline in Wall Street's AI-linked names. Asia-Pacific markets dropped due to a rotation out of chip stocks, which helped the Dow Jones Industrial Average reach a record close.
- Micron flirts with record market-cap wipeout as Broadcom casts a shadow over chip stocks
Micron is experiencing a potential record market-cap decline as Broadcom's earnings report negatively impacts chip stocks. The semiconductor trade is losing momentum following Broadcom's earnings.
- Jim Cramer's top 10 things to watch in the stock market Thursday
The S&P 500 is expected to open lower as chip stocks decline following Broadcom's failure to sufficiently raise its guidance.
- Bill Ackman sees investors repeating a mistake of 2000: Flocking to the ‘new new’ and ignoring quality names
Billionaire hedge-fund manager Bill Ackman warns investors are ignoring Microsoft and other Big Tech names in favor of newer opportunities like chip stocks, echoing a 2000-era mistake.
- AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic
The US government awarded Micron Technology Inc. $6.1 billion in grants and up to $7.5 billion in loans to build new American factories, supporting advanced semiconductor manufacturing. This funding is part of major federal awards aimed at expanding the semiconductor industry.
- Rally in chip stocks becomes the most hated in history. Here's the data
The semiconductor stock rally has become the most hated in history, with traders actively betting against it due to its unprecedented surge. Despite the incredible growth, market participants are showing bearish sentiment through short positions.
- Chip stocks race towards biggest gains since dotcom era on AI demand
Chip stocks are experiencing significant gains, with the Philadelphia Semiconductor Index rising 75% in 2026 due to increased data center spending by Big Tech companies driven by AI demand.
- The surge in chip stocks this year is putting the dot-com rally to shame
Chip stocks are experiencing a significant surge this year, with all stocks in the PHLX Semiconductor Index rising more than 10%. This growth is outpacing the historic dot-com rally.
- Taiwan chip stocks climb after Nvidia announces $150 billion spending plans
Taiwan chip stocks rose following Nvidia's announcement of a $150 billion spending plan, while mainland China-based chip companies like Cambricon experienced declining shares.
- Chip stocks continue to surge. Here's how to buy into the trend for less
Chip stocks are experiencing a surge, with Marvell Technology highlighted as a top pick by Mike Khouw. The article suggests opportunities to invest in the trend at lower costs.
- US Futures Extend Gains After Payrolls Beat as Chip Stocks Rally
US futures extended gains after payroll numbers exceeded expectations, and chip stocks rallied. Traders worked on the floor of the New York Stock Exchange, indicating a positive market trend. The rally in chip stocks suggests a strong performance in the technology sector.
- Chip Stocks Rally for Record 16th Straight Day on AI Optimism
Chip stocks reached a record 16th consecutive day of gains, driven by optimism surrounding advancements in artificial intelligence. The prolonged rally highlights strong investor confidence in the tech sector's growth potential.
- Traders Push Korea Leveraged Bets to Record as Chip Stocks Rally
Korean traders are pushing leveraged bets to record levels as chip stocks experience a significant rally. The surge in leveraged trading reflects strong investor confidence in the semiconductor sector's performance.