Inflation data gave investors hope on Wednesday morning. Semiconductor stocks took it away by lunchtime.
The Direxion Daily Semiconductor Bear 3X Shares (NYSEARCA:SOXS) is up again today, climbing roughly 11% as memory chip stocks lead a broad semiconductor pullback.
A broad selloff hit AI-linked hardware and chip stocks on Wednesday as investors locked in gains from a months-long rally and questioned how long red-hot demand for AI infrastructure can support curre
SanDisk (NASDAQ:SNDK | SNDK Price Prediction) and Micron Technology (NASDAQ:MU) both just delivered the kind of quarters that memory investors dream about.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are down 8% to $903.50 in early trading Wednesday, dragging the broader semiconductor complex lower.

The Bearish Memory Thesis in MU & AI Research

12:00pm, Wednesday, 15'th Jul 2026
​@CharlesSchwab's Nate Peterson explains the bearish case for the memory market and why Micron's (MU) performance could shape the industry's outlook. He also discusses Apple's (AAPL) partnerships wi
The race to launch ETFs tied to SK Hynix Inc (NASDAQ:SKHY) is about more than one of the largest ADR listings in history—it's a bet that investors are beginning to look beyond AI chipmakers like Nvi
Coinsilium Group Limited (AQSE:COIN, OTCQB:CINGF, FRA:5CT) CEO Eddy Travia joined Proactive's Stephen Gunnion alongside Predictive Labs CEO Johann Evrard to...
A broad selloff hit AI-linked hardware and chip stocks on Wednesday as investors locked in gains from a months-long rally and questioned how long red-hot...
Micron stock has surged over the past year but Chinese memory-chip makers could pose the biggest threat.
Micron and SK Hynix are two of the leading companies fueling the artificial intelligence (AI) memory boom this year.
SK Hynix claims 56% of the high-bandwidth memory market, far ahead of Micron's market share. The stock debuted right after SK Hynix formed a major partnership with Nvidia.

June CPI Shakes Up 2026 Rate Hike Odds

04:01pm, Tuesday, 14'th Jul 2026
June's softer-than-expected CPI reading is a vital variable that keeps new Fed Chair Kevin Warsh from being forced to choke off market liquidity with aggressive rate hikes.
SK Hynix's Nasdaq listing could narrow its long-standing valuation discount by improving investor access. Any valuation re-rating still depends heavily on AI memory demand staying stronger for longer.
4:20pm: Rate hopes lift markets US stocks finished mostly higher on Tuesday after a softer-than-expected inflation report boosted hopes that the Federal...
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