All seven Magnificent Seven stocks fell today. Here's where that money actually went (July 23, 2026)
All seven Magnificent Seven stocks were red by late morning Thursday, led by Tesla's 14% drop on an earnings miss and Alphabet's close-to-7% slide despite beating estimates, on another capex raise. Amazon and Meta sold off too ahead of next week's reports. The money didn't just leave, it rotated: into defense on Lockheed's earnings beat, and out of quantum, SaaS and space.
Jim Cramer's tech calls are still lagging the rest of his book. Intel is 1 for 5, and IBM crashed the day after his second buy call.
Jim Cramer's tech calls are still his weak spot. Intel is 1 for 5 since June, IBM is down nearly 30% since his back-to-back buy calls, and his tech picks trail the Nasdaq-100 by more than three points a call even after Tuesday's chip bounce.
Dan Crenshaw sold Google, Amazon, Apple and Meta on the same day, then bought a leveraged oil fund
Rep. Dan Crenshaw's July 16 disclosure shows he sold Google, Amazon, Apple, Meta and a leveraged financial ETF all on the same day, then bought a leveraged oil fund instead. A separate trade in the same filing closed out a Meta options bet right after the stock's roughest day of the year.
Kimi K3 just gave Nvidia (NVDA) its second "DeepSeek moment." The first one made chip demand go up, not down.
Moonshot AI's Kimi K3 sent Nvidia and Oracle lower this week, reviving the "cheap AI kills chip demand" argument. History, and the actual spending numbers, say the opposite is true.
A senator sold Apple and Nvidia in June. He bought Coherent and Micron instead.
Senator Sheldon Whitehouse's latest disclosure shows he sold Apple and Nvidia in late June, then bought Coherent and Micron the same week. Here's what the filing actually shows, and how each stock has moved since.
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.
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.
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.
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.
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.
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.
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.
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.
What is a chip foundry? Why almost every AI chip is made by one company, TSMC (TSM)
Nvidia, Apple and AMD design chips but do not make them. A plain-English guide to what a semiconductor foundry is, the fabless model, why TSMC (TSM) makes around 70 percent of the world's chips, and the packaging bottleneck holding back AI.
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.
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.
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.