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.
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.
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.
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.
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.
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.
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.
Meta is funding an entire gas plant in Alberta to power its AI. Here's what that means for CEG, VST and OKLO.
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.
The AI stock map: every layer of the trade, from sand to software
A top-to-bottom deep dive on the AI supply chain, from the machines that make the chips down to the hyperscalers writing the checks, and how every layer pushes and pulls on the others.