2:45pm ET
ETF
Missed MU’s Monster Rally? SOXX Holders Cashed In Too
Micron just shattered records and minted fortunes, but if you skipped it entirely, your portfolio may have caught more of that wave than you think.
SOXX Coverage Page 10
12:54pm ET
Investing
Jim Cramer Says NVIDIA Is the Most Proprietary Chip Company in History, and the Market Is Getting Its Valuation Wrong
Jim Cramer is furious that investors keep dumping one of the most proprietary chip companies ever built while rewarding a commodity memory stock with a higher forward multiple. The numbers behind his…
11:57am ET
Investing
Marvell Technology Climbs 7% on the AI Chip Recovery: Is It Overvalued Next to Broadcom and Nvidia?
Shares of Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) are up 7% to $247 and change in midday trading Thursday, riding a broad semiconductor rebound that’s lifted the entire AI chip complex.…
9:08am ET
Investing
Why NVIDIA Might Be Immune to the Semiconductor Sell-Off
It’s been an unforgiving past week for the iShares Semiconductor ETF (NASDAQ:SOXX), down just over 8%, even with the 3.6% bounce on Wednesday. Meanwhile, shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction)…
2:55pm ET
Investing
Every Memory Stock Is Now in a Bear Market: Is Micron, SanDisk, or Applied Materials the Best Buy?
The memory-chip complex has sold off hard from recent peaks. In light of this, investors are asking which of Micron Technology (NASDAQ:MU | MU Price Prediction), SanDisk (NASDAQ:SNDK), or Applied Materials (NASDAQ:AMAT)…
2:15pm ET
Investing
Broadcom Spikes 5% on Expanded Apple Chip Deal; Intel and AMD Drift Lower
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) stock is outperforming the semiconductor sector today, climbing 5% to $390 after Apple announced an expanded multiyear chip agreement with the company. Meanwhile, Intel (NASDAQ:INTC) stock…
1:28pm ET
ETF
Why SOXX Surged 93.3% YTD While Avoiding Super Micro Computer
The iShares Semiconductor ETF (NASDAQ:SOXX) has ridden the AI chip boom to a 93.3% year-to-date gain through July 6, 2026, nearly doubling investor capital in roughly six months. Over the trailing year,…
10:27am ET
Investing
Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are down 10% in Tuesday morning trading to $110, while Advanced Micro Devices (NASDAQ:AMD) stock is off 8% to $508. The moves cap a…
10:05am ET
Investing
Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 10%, Intel Rises 5%
Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) are up 6% to $381 in early Monday trading after the company said it agreed to expand its custom-chip partnership with Apple (NASDAQ:AAPL) through…
10:18am ET
Investing
Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks
Michael Burry, the Scion Asset Management founder popularized in The Big Short, disclosed a new short position against Micron Technology (NASDAQ:MU | MU Price Prediction) in a Substack post dated July 2.…
9:13am ET
Investing
Broadcom Has Barely Moved in 2026. Should You Switch to AMD or Intel Now?
Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) have gone almost nowhere in 2026, up just 4.15% year to date (YTD) while the rest of the AI chip complex has ripped higher.…
2:16pm ET
Investing
Intel Sinks 6% Even as HSBC Sees 60% Upside, AMD Slides 5% as Chip Stocks Pull Back
Intel (NASDAQ:INTC | INTC Price Prediction) shares are down 6% to $119.83 at midday Thursday, leading a sharp pullback across chip names. Advanced Micro Devices (NASDAQ:AMD) stock is off 5% to $511.67,…
8:16pm ET
Investing
XSD’s 0.35% Fee Hides a Four-Figure Return Gap Against Cheaper Rivals
If you own SPDR S&P Semiconductor ETF (NYSEARCA:XSD) because you wanted “semiconductor exposure,” the fund’s 0.35% expense ratio is the least interesting number attached to your account. The real cost hides inside…
7:40pm ET
Investing
Trump Just Called Micron the ‘Hottest’ Company in the World. The Market Yawned and Dumped It 10%
As MU stock was falling, President Trump posted on Truth Social calling Micron Technology (NASDAQ:MU | MU Price Prediction) “one of the HOTTEST anywhere in the World” and celebrating a “HISTORIC $250…
4:33pm ET
Investing
SOXL’s 16% Daily Collapse Exposes the Real Cost: $7.9 Billion in Hidden Swap Financing
On July 1, 2026, holders of Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) watched the fund drop 16.38% in a single session, from $266.71 to $223.01. The underlying semiconductor basket, tracked by…