News

Meta (META) jumps 4.7% on Muse Spark 1.1, Zuckerberg's return to X, and the Alberta data center

Meta Platforms (META) closed up about 4.7% on July 9, with the gains accelerating hardest in the final hour of trading. A new coding AI model, Mark Zuckerberg's first X post in three years, and last week's $9 billion Canada data center all fed the same move.

TeraWulf is borrowing $3.5 billion for its Anthropic data center. Here's what that means for the stock (WULF)

TeraWulf is raising $3.5 billion in debt, its first-ever leveraged loan deal, to build the Kentucky campus behind its $19 billion Anthropic lease. The stock is up again today, but the move is more complicated than it looks.

Jim Cramer's tech calls, like Micron and Intel, are missing far more than everything else

We pulled 23 of Jim Cramer's stock calls from late April through early July and checked the real numbers. His tech picks are down 7.2% on average with just 1 winner out of 10. His other calls are roughly flat, and just under half are green.

SK Hynix priced its Nasdaq debut 3.1% above Seoul, after demand ran 7 times oversubscribed.

SK Hynix guided its Nasdaq ADR offering to $149 each, a 3.1% premium to Seoul's close, after the book ran more than 7 times oversubscribed. Here's the math behind the premium and who anchored the deal.

Chip stocks just had their best day in weeks. Meta and Amazon are both betting billions that AI compute demand isn't topping out (MU, WDC, META)

Micron, SanDisk, and Western Digital are having their best day in weeks. A week after a rumor said Meta had too much AI compute, Meta and Amazon both bet billions that demand is still growing, and Samsung's own record quarter couldn't shake investors until this week's data center news did.

Meta said it had spare compute. Then it broke ground on a $9 billion data center in Canada (META, CRWV, NBIS)

A week after Meta's excess-compute cloud plan crushed the neoclouds, it broke ground on a C$13 billion, 1-gigawatt data center in Alberta, Canada. The demand is real.

China called Claude Code a security backdoor. Here's what it means for Anthropic's trillion-dollar IPO.

China's National Vulnerability Database called Anthropic's Claude Code a security backdoor, and Alibaba banned it. Amazon and Google's stakes in Anthropic already drive over half their quarterly profits, with a trillion-dollar IPO on the way.

The Nasdaq fell 8% when this war started, then blew past its old record high.

Iran escalated again today, and the Nasdaq is only down about 0.8%. This same war already showed the pattern once: an 8% drop in March, then a genuine record high by June.

Wall Street used to move the Kospi. This week, the Kospi moved Wall Street.

South Korea's Kospi tumbled into a bear market this week. Its relationship with Wall Street isn't a one-way street. It runs both directions, depending on where the shock starts.

TeraWulf, CoreWeave, and Nebius are having a big day. The stocks still mostly mining bitcoin are not.

TeraWulf, Nebius, IREN, CoreWeave, and five other AI infrastructure stocks are surging together Wednesday, while HIVE Digital and CleanSpark, the two names still mostly mining bitcoin, are red. The split isn't random.

Penguin Solutions (PENG) beat by 53%, dropped overnight on Iran news, then exploded 21% this morning

Penguin Solutions crushed Q3 earnings Tuesday night, then the stock faded, dropped below its pre-earnings price overnight as Iran ceasefire news hit futures market-wide, and finally broke out once regular trading opened Wednesday.

Oil spikes and stocks slide after new US strikes on Iran, but Nasdaq futures are already clawing back

New US strikes on Iran sent oil surging and helped drag the Dow, S&P 500 and Nasdaq lower on top of a Samsung-driven chip selloff. Hours later, Nasdaq futures were already recovering some of the loss.

IBM (IBM) is up almost 12% this week while chip stocks get hit. Here's why.

IBM has closed higher four straight sessions and is up again today, even as Samsung's earnings reaction and a broader chip selloff hit Micron, SanDisk, and Penguin Solutions. A BofA upgrade, a quantum computing milestone, and a new mainframe launch all landed within 48 hours.

Penguin Solutions (PENG) beat earnings for a seventh straight quarter and raised its outlook

Penguin Solutions (PENG) beat earnings for a seventh straight quarter, posting record $479 million in sales and $0.84 EPS, and raised its full-year outlook again. Shares fell in the regular session before jumping in after-hours trading on the beat.

SK Hynix's $28 billion Nasdaq debut lands a cornerstone bet from Leopold Aschenbrenner's fund

SK Hynix's record roughly $28 billion Nasdaq listing (SKHY) drew a cornerstone commitment from Leopold Aschenbrenner's Situational Awareness fund. The twist: the fund's single biggest disclosed position is a bet against the chip sector, which makes an anchor check into a memory chipmaker the story worth watching.

Samsung's record beat couldn't stop a memory stock selloff, and Micron (MU) is caught in it

Samsung posted a record 89.4 trillion won ($58.5 billion) Q2 operating profit, up 18-fold year over year, and the stock still opened lower. Memory names like Micron, SanDisk, and Western Digital are down sharply while the broader Nasdaq 100 barely moved. This is still developing after-hours and can change fast.

TeraWulf (WULF) spiked 18%, then gave most of it back: sell the news, buy the rumor

TeraWulf (WULF) opened up 14% and spiked as high as $25.04 on a $19 billion Anthropic lease, then gave back nearly 70% of that gain by early afternoon. Here is how the short interest and the deal math explain the fade.

Astera Labs (ALAB) rallies again, and Wall Street's targets can't keep up

ALAB surged again as chip stocks rallied broadly on July 6, extending a two-week run built on a Q1 beat and Nasdaq-100 inclusion. Even Bank of America's Street-high $450 target, set nearly two weeks ago, can't keep pace with the stock.

Broadcom (AVGO) and Apple (AAPL) extend their chip deal through 2031, and AI is part of it now

Broadcom filed two sentences with the SEC about extending its Apple chip deal to 2031. The 3.7% pop came from reporting about an unconfirmed AI chip, not from anything Broadcom actually said. Here's what's confirmed and what isn't.

Ondas (ONDS) buys DZYNE for $875 million: bigger platform, more dilution

Ondas (ONDS) is buying DZYNE Technologies for $875.8 million, mostly in stock, and raised its 2026 revenue guidance to at least $525 million. It's also the biggest dilution event yet in a year of stock-funded acquisitions. Here's what the deal means and what to watch next.

SemiAnalysis says Nvidia's Kyber AI rack is delayed to 2028: what it means for NVDA, AMD, and the photonics trade

SemiAnalysis says Nvidia's Kyber NVL144 rack is delayed more than a year to 2028, its backup design was scrapped, and Rubin Ultra was quietly cut in half. NVDA barely moved and AMD jumped instead. Here's what it means for the wider photonics trade, from Coherent and Lumentum to POET Technologies.

TeraWulf (WULF) stock jumps 18% on a 20-year, $19 billion Anthropic data center lease

TeraWulf signed a 20-year lease with Anthropic worth about $19 billion in contracted revenue at its Kentucky data center campus, and sold its Abernathy, Texas stake to a Fluidstack-led group for about $530 million the same day. WULF stock jumped as much as 17%, reversing a hard slide, right after Anthropic's reported $15 billion Australia data center plan.

Oracle (ORCL) stock crashed 59%: is it near the bottom?

Oracle keeps beating earnings and keeps falling anyway, down from $345.72 to around $140. Here is why, the debt and cash burn behind it, the $638 billion bull case, and whether the stock is bottoming.

Hyperliquid's Sunday tape shows chip and memory stocks bouncing hard

Western Digital, SanDisk and Micron are all up more than 6% from Thursday's close on Hyperliquid's 24/7 stock perpetuals. Here is the Sunday snapshot, and why it is not the same as Sunday night's real reopen.

Uber's $20 million Lime (LIME) buy is now official, and its stake tops 23%

A July 2 SEC filing confirms Uber Technologies bought $20 million of Lime stock at its $25 IPO price, following through on a pre-IPO commitment. The same filing shows old convertible notes converting into equity too, taking Uber's total Lime stake to about 23 percent of the company.

Anthropic's $15 billion Australia data center plan, and why Leopold Aschenbrenner's real bet might be SharonAI (SHAZ), not IREN

Anthropic is reportedly weighing a $15 billion, 1.4 gigawatt data center buildout in Australia. Leopold Aschenbrenner's fund owns both IREN and SharonAI (SHAZ), but his SharonAI stake, nearly 20 percent of the company, dwarfs his roughly 3 percent stake in IREN, and he's engaged to Anthropic CEO Dario Amodei's chief of staff.

Made in America stocks: how to build a reshoring portfolio

A plain-English guide to the reshoring trade: the steel, machinery, power, automation, and chip stocks behind the Made in America push, and the catch the headlines skip.

Jul 4, 2026

Micron (MU), Nebius (NBIS) and chip stocks jump on Hyperliquid's weekend tape

Real markets are closed for July 4th, but tech and chip stocks are trading green right now on Hyperliquid's 24/7 stock perpetuals. Micron, Marvell and Nebius lead the bounce, and the S&P 500 and Nasdaq perpetuals are up too. Here is the full read, and why Monday could look nothing like this.

AI's water problem: real towns, real complaints, and the stocks built to fix it

Residents near data centers in Georgia and Oregon have raised real water complaints, one reaching Congress, but Meta and Amazon both dispute that their data centers are the cause. Here is each side, the numbers, and the stocks positioned to profit from fixing the bottleneck.

Bullish Watch, week of July 6: four oversold names, and one that already bounced

This week's Bullish Watch: CleanSpark (CLSK), Nokia (NOK), Teradyne (TER), and Ondas (ONDS) are oversold; AeroVironment (AVAV) already bounced on a beat-and-raise plus a fresh Army contract.

Nokia and BlackBerry got AI multiples. Ericsson (ERIC) still hasn't, and earnings are July 14

Nokia and BlackBerry made real AI bets and the market paid up for them. Ericsson chose custom silicon over Nvidia and has barely budged in 2026. Here is the gap in the numbers and what to expect from Ericsson's July 14 earnings.

Samsung and SK hynix lead a 5.8% Kospi rebound after Thursday's chip rout (July 3, 2026)

Kospi crashed toward 7,300 early Friday before ripping to a 5.76% gain as Samsung and SK hynix reversed a brutal chip rout, a strong finish to a week that was still down about 3.65% overall.

Did Ondas (ONDS) just win a NASA contract? What the new filing actually says

A NASA filing on July 2 named Ondas's (ONDS) World View unit alongside SpaceX and Blue Origin. Here is what it actually is, and why it is not the NASA contract win some are calling it.

Microsoft (MSFT) is finally moving: the news behind it and what could push it higher

Microsoft has bounced about 12% off its June low even as chip stocks keep falling. Here is the news moving MSFT, from the software rotation and the Haleon AI deal to the catalysts that could push it higher into July 28 earnings.

Meta selling spare compute doesn't mean the AI crunch is over (META, CRWV, NBIS)

Chip stocks sold off on Meta's plan to rent out spare compute. But Meta itself just got rationed by Google and is locked into take-or-pay deals with CoreWeave and Nebius. Why the overcapacity story is shaky, plus what to watch next week.

Micron cracks $1,000 as the chip scare returns from Korea (MU, AVAV)

Stocks opened firm, then chips rolled over after 10 a.m. Micron (MU) cracked $1,000 as the Korea selloff spread. The Dow held, and healthcare and AVAV rallied.

Ondas (ONDS) CEO reportedly touts a $20 billion market cap goal. The stock says $4 billion

An investor who was on a group Zoom call with Ondas CEO Eric Brock says Brock told participants the company will reach a $20 billion market cap and not stop there. Ondas is worth about $4.15 billion today. Here is the math, what is real behind the ambition, and the dilution catch.

Chips had their third worst day of 2026 and the S&P barely noticed (MU, INTC)

The S&P 500 closed within a whisker of flat on July 1 and the chip trade still had its third worst day of the year. Micron fell 10.5 percent, Intel lost 9 percent, and Meta gained almost 9 percent on the other side. Here is the damage report.

Intel's turnaround, AMD's run, and why the CPU still matters in AI

Intel (INTC) was the comeback story of 2026, up about 278% in the first half on a foundry turnaround. AMD (AMD) rose about 171% on the same theme. A deep dive into what changed at Intel, how AMD keeps taking share, and why the CPU still matters in an AI world obsessed with GPUs.

The AI stocks that led and lagged the first half of 2026

The first half of 2026 split the AI trade in two. Memory and chip-supply names like Micron (MU, +304%) and Intel (INTC, +278%) soared, while marquee names lagged and AI software fell, with Palantir (PLTR) down about 34%. Here is the full scoreboard and what it means.

Meta's cloud news is hammering the neoclouds: CoreWeave and Nebius drop about 13% (July 1, 2026)

The same Meta cloud announcement that sent META up about 10% on July 1, 2026 is hammering the neoclouds. CoreWeave (CRWV) and Nebius (NBIS) each fell about 13% as investors saw a giant new rival for renting out AI computing power.

Where the money moved July 1: out of chips, into software, as Meta jumps on cloud news

A flat tape hid a sharp rotation on July 1, 2026: money moved out of semiconductors (SMH -4.2%) and into software (IGV +3.8%), led by Meta's (META) roughly 10% jump on news it will sell its spare AI cloud computing power.

T1 Energy (TE) leads a solar stock rally on a looming Chinese inverter ban

T1 Energy (TE) jumped alongside Nextracker, Shoals Technologies and JinkoSolar this week as solar stocks rallied on a Reuters report that Washington is moving to ban Chinese-made power inverters. Leopold Aschenbrenner's fund has a small stake in T1, too.

CCXI and Agility Robotics: a deep dive into the humanoid SPAC on Serenity's radar

CCXI is Churchill Capital Corp XI, the SPAC taking humanoid-robot maker Agility Robotics (soon AGLT) public in a roughly $2.5B deal. A deep dive into Digit, the customers, the Serenity (@aleabitoreddit) hype, and the SPAC premium risk.

Smart money is piling into AI neoclouds: Nebius NBIS, SharonAI SHAZ and Cerebras CBRS

Several top funds disclosed 5%+ stakes in AI compute names this spring: Leopold's Situational Awareness in Nebius (NBIS) and SharonAI (SHAZ), Tiger Global in Cerebras (CBRS), and Lone Pine in miners turned AI data centers TeraWulf (WULF) and Hut 8 (HUT).

Bitcoin is sliding, and the AI data center miners are sliding with it (IREN, CORZ, CLSK)

A dozen former bitcoin miners now call themselves AI data center companies. With bitcoin down near $58,300 and sliding a second day, most fell with it, while the names furthest from crypto held up best.

Drone stocks jump: AeroVironment AVAV, Unusual Machines UMAC, Ondas ONDS and Red Cat RCAT rally

Drone stocks jumped on June 30, 2026 after AeroVironment's (AVAV) beat, with AeroVironment up about 20% and Unusual Machines (UMAC) about 15%. Beaten-down names Ondas (ONDS) and Red Cat (RCAT) finally bounced, even as Washington and Beijing escalate a drone trade war.

AI's quiet winners: ASML, AMD and Vertiv VRT lead at the June 30, 2026 open

On the last trading day of the first half, the AI suppliers led again. ASML, Arm (ARM) and Vertiv (VRT) each rose about 4%, while Micron (MU) is up roughly 300% in 2026.

Space stocks had their day Monday, June 29: Rocket Lab (RKLB), AST SpaceMobile (ASTS) and Iridium (IRDM) soar

A Rocket Lab takeover of Iridium, an analyst upgrade, and the SpaceX index story all hit at once. Here is what actually moved space stocks on June 29.

AeroVironment (AVAV) jumps after hours on a Q4 beat and raise (June 29)

AeroVironment (AVAV) beat on both lines in fiscal Q4, with adjusted EPS of $1.84 and revenue of $641.6M up about 133% year over year, then guided fiscal 2027 well above. The stock jumped roughly 15% after hours.

Data-center and bitcoin-miner stocks (CRWV, HIVE) sold off at the open on June 29 after a pre-market pop

AI data-center, neo-cloud, and bitcoin-miner stocks ticked up pre-market on June 29, then sold off hard at the open. Most are down 3% to 10% from the open and now slowly recovering. Nebius (NBIS) was the exception.

AeroVironment (AVAV) reports earnings tonight, and drone stocks Red Cat (RCAT) and Ondas (ONDS) rally with it

AeroVironment (AVAV) reports earnings after Monday's close, and the small-cap drone group is rallying with it, led by Red Cat (RCAT) up about 8%, with Ondas (ONDS) and Draganfly (DPRO) higher.

Today's AI rotation map: out of the chips, into software, power and the frontier

A snapshot of Monday's rotation: as the AI build-out sold off, money moved into software (ServiceNow, Adobe), AI power (GE Vernova), quantum, space and cyber. A one-day picture that can flip fast.

It is not just the chips: optics, memory and the neo-clouds all sold off this morning

The whole AI build-out sold off Monday morning, not just semiconductors. Optical names like Coherent (COHR) led the drop, memory (MU) and the neo-clouds fell hard, and Nebius (NBIS) was the lone holdout. What is going on.

Samsung, SK Hynix and Micron (MU) hit with a new DRAM price-fixing lawsuit

A new federal class action accuses Samsung, SK Hynix and Micron (MU) of colluding to choke DRAM supply and inflate RAM prices amid the "RAMpocalypse." Here are the straight, sourced facts.

The market's closed, but the weekend stock tape is flashing green

The US market is closed, but stocks trade 24/7 on Hyperliquid. As of Sunday night the weekend tape is green, led by the chip names that fell hardest Friday. Our read before Monday's open.

Can you trade stocks on the weekend? Inside Hyperliquid and the IBM run

A years-old Trump clip went viral on a Saturday and IBM gapped up 15% by Monday. You could watch the whole thing on Hyperliquid, where stocks, oil and indexes trade all weekend in stablecoins. Here is how it works, and why 8 PM Sunday matters.

Iran attacked again this weekend. Here's what to expect at Monday's open.

It is Sunday night and Iran is back in the headlines after the US and Iran traded strikes over the weekend. Here is where the market stands, the base case for Monday's open, and the one thing that would turn a routine dip into a real drop.

SpaceX is taking on the cell carriers, and analysts are floating a T-Mobile (TMUS) takeover

SpaceX just told IPO investors it will challenge the big wireless carriers with its own Starlink Mobile service, armed with $17 billion of new spectrum and satellites that work like cell towers in orbit. Here is what is real, plus the speculative T-Mobile (TMUS) takeover idea Wall Street is floating, and why Deutsche Telekom makes it hard.

Meet the robot stocks, and why every Big Tech giant is racing into physical AI

Physical AI, robots that act in the real world, is being called the next big wave after AI, and the whole Mag 7 is racing in. Here is what they are building and the robot stocks you can actually buy, from the established names to the small caps with the most upside and risk.

SpaceX (SPCX) is joining the Nasdaq-100 just two weeks after its IPO, at less than 1% weight

SpaceX is joining the Nasdaq-100 barely a month after the largest IPO in history, under a brand-new fast-entry rule. Here is why a $2 trillion company comes in at under 1% weight, how it compares with the other recent additions, and whether the forced buying is actually bullish.

The Roundhill Memory ETF (DRAM) just added its first Chinese stock, and it is the priciest name in the fund

The Roundhill Memory ETF (DRAM) just added GigaDevice, its first Chinese holding, and it is the priciest name in the fund. It is also tied to China's real DRAM giant CXMT through a shared founder and supply deal, making it the closest thing to a backdoor on still-private CXMT.

What history says about tech stocks in July of a midterm year

July is normally one of tech's best months, but 2026 is a midterm election year, and those play by different rules. Here is what history shows about the Nasdaq, the late-summer swoon, and the rally after the vote.

HIVE Digital (HIVE): a green bitcoin miner pivoting to AI, and a Leopold Aschenbrenner pick

HIVE Digital (HIVE) is the cheap, green bitcoin miner betting on AI. A look at the BUZZ HPC pivot, the recent $300 million share program, the Leopold Aschenbrenner stake, and the full bull and bear case.

Ondas (ONDS): a Lockheed Martin (LMT) deal, 10x revenue, and a stock cut in half

Ondas (ONDS) has a Lockheed Martin (LMT) counter-drone deal, a $457 million backlog and revenue up tenfold. It also has 508 million shares, heavy short interest, insider selling, and a Cramer meme-stock label. Both stories are true.

BlackBerry (BB) surged on its AI pivot while Nokia (NOK) and Qualcomm (QCOM) sold off

BlackBerry (BB) jumped on a QNX-led earnings beat while Nokia (NOK), Qualcomm (QCOM) and the chip suppliers fell. The old phone names are no longer one trade.

Are SaaS stocks AI roadkill or AI winners? A look at ServiceNow (NOW), Adobe (ADBE) and the SaaSpocalypse

Software has shed about $2 trillion as AI agents threaten the per-seat model. What ServiceNow (NOW) and Adobe (ADBE) actually do, why NOW round-tripped from its lows, and whether SaaS is still needed in the AI era.

Samsung, SK Hynix and Micron (MU) are all trillion-dollar stocks now. Here is how they stack up against the Mag 7.

The AI memory boom turned Samsung, SK Hynix and Micron (MU) into trillion-dollar companies. Here is how the memory giants stack up against each other and the Mag 7, and the DRAM ETF that packages them in one ticker.

The AI shortage keeps moving: from GPUs to memory, and now to hard drives (STX, WDC)

The AI shortage keeps rotating down the supply chain: first GPUs, then compute and networking, now memory, and hard drives are the leg lighting up next. The pattern, the stock moves at each stage, and what could be next.

Korea's market halted for the third time this week. Micron (MU) fell overnight, then bounced at the open.

South Korea halted trading a third time this week as SK Hynix and Samsung fell about 9 percent. Micron (MU) dropped overnight, then bounced at the open. Why this memory selloff is about leverage and positioning, not demand.

IREN bought the Warriors' jersey patch. Here's how it stacks up against WULF, CIFR and the other ex-miners

A few years ago IREN was a bitcoin miner. Now its badge is going on every Golden State Warriors jersey in a deal worth more than $50 million a year. Here is what IREN actually does, the Microsoft and Nvidia contracts behind the splash, and how it compares to ex-miners like WULF, CIFR, APLD and CLSK.

Sandisk (SNDK) ripped more than 20% on Micron's (MU) blowout: the memory stocks to watch

Sandisk (SNDK) jumped more than 20% today, the loudest name in a memory-stock rally lit by Micron's (MU) record quarter. Why SNDK ripped, and the other memory names riding the same wave.

Heads up for the July 4th week: the market is closed Friday, and options move to Thursday

July 4 lands on a Saturday in 2026, so the stock market is closed Friday, July 3. Thursday July 2 is a full session (not a half day), weekly options shift to Thursday, bonds close early, and crypto stays open. Here is the clean rundown.

Your old phone brands are AI stocks now: Nokia (NOK), BlackBerry (BB), Qualcomm (QCOM)

The brands that ruled the 2000s, Nokia, BlackBerry, Qualcomm and Ericsson, mostly got crushed by the iPhone. The survivors reinvented themselves around AI, from data-center networking to the software in your car to chips taking on Nvidia. What each does now, and the catch.

Solar stocks for the AI power boom: First Solar, T1 Energy, Canadian Solar and more

Solar plus batteries is the fastest power getting built for AI, and the stocks are heating up. The case for First Solar, Canadian Solar, Tesla and Fluence, plus T1 Energy, the US solar maker Leopold Aschenbrenner just took a big stake in.

Bullish Watch, week of June 29: four AI names we're watching into the July 4 week

Our first weekly bullish watch. Four AI-related names heading into the holiday-shortened week of June 29, each with a real catalyst and the risk that comes with it. Watching, not recommending.

After Micron's blowout, SK Hynix could go even bigger on July 29

Micron just posted a blockbuster quarter. The real question for July 29 is whether SK Hynix, the bigger HBM player with about 62% market share, the largest Nvidia HBM4 allocation, and record 72% margins, can top it. The bull case, and the catch.

Micron just had its best quarter ever. Wall Street sold tech anyway.

We called the blowout and Micron delivered a record quarter. So why did the Nasdaq sell off anyway? A hot inflation print and a jittery AI trade, not the fundamentals.

Our take: the AI sell-off looks overdone, and we think Micron gaps up tonight

The AI trade is in full panic and Micron has slid from over $1,200 toward $1,000 ahead of tonight's earnings. Here is why we think the sell-off is overdone and Micron could gap up.

Everything sold off at once right before Micron earnings. Here is what is actually going on.

A two-day, sell-everything rout hit stocks, Bitcoin, gold and silver right before Micron earnings. Here is what actually drove it, in plain English.

AI's power problem: nuclear, gas, and the stocks feeding the boom

AI data centers need enormous, around-the-clock electricity, and the grid wasn't built for it. That's reviving nuclear, pushing Meta to fund an entire new gas plant in Alberta, and pulling solar into the mix too. Here's the demand, the deals, the stocks, and the risks worth respecting.

Did the AI bubble just pop, or was that a dip to buy?

After a brutal week for chip stocks, everyone's asking if the AI bubble is bursting. Here's the bear case, the bull case, and where I land: this looks more like a fear-driven dip than a popped bubble, with one real crack worth watching.

The AI selloff isn't done, and now it's all about Micron

Asia rebounded overnight and Samsung jumped more than 9%, but the bounce didn't hold. AI and chip stocks are selling off again, most of the Magnificent Seven are red, and Micron erased its premarket gains. The market is still down on fear, and Micron's earnings tonight are the one thing that can break it.

This month's top AI stocks in overnight trading: Marvell leads, Dell a one-night spike

We split a month of AI stock returns into overnight versus intraday. Dell and Marvell led overnight at about 32%, but Dell's came almost entirely from one earnings night, while Marvell's was the real repeating pattern.

SK Hynix's US listing: tune out the hype, watch the order book

SK Hynix is listing in the U.S. and the headlines have gone wild. The early numbers were guesswork, and the real terms came in far bigger: a roughly $29 billion Nasdaq deal. The simpler reason to like the stock is its sold-out 2026 memory book, already filling into 2027.

Trump spotlights Nokia's $30M Pennsylvania chip expansion: a small check, a notable signal

President Trump touted Nokia's new $30 million Pennsylvania semiconductor expansion at a Mack Trucks plant. The sum is small, but the spotlight, stacked on Nvidia's stake and Nokia's AI-networking push, is a notable sentiment signal for NOK.

AAOI cracks its floor: why photonics is getting routed today, and why the AI optics story holds

AAOI is down 14% into the $140s and the whole optical complex is bleeding. A deep dive into the sector rout, the broken chart, and why the long-term AI photonics thesis is still intact.

Green in a sea of red: why Microsoft is bucking the tech selloff today

Tech is bleeding on a memory-chip rout, but Microsoft is green. A deep dive into the rotation lifting MSFT and asset-light software while chips and Oracle get sold.

What really happened to SK Hynix and Samsung overnight

Korea's KOSPI fell about 10% overnight and tripped its circuit breakers twice while SK Hynix and Samsung each dropped about 12%. Here's what actually drove the selloff, why it steadied, and why Micron's earnings tomorrow are the real test.

CoreWeave and Nebius dropped on their Nasdaq-100 debut, but we're still bullish

CoreWeave and Nebius got added to the Nasdaq-100 and immediately sold off, which is a pretty textbook buy the rumor, sell the news move. Here's what actually happened and why we're still bullish on the neo-clouds.