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.
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.
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.
A week ago I called my SK Hynix (SKHY) trade. I sold the $190 spike and bought the $154 dip.
David Han laid out a specific SK Hynix (SKHY) trade theory on July 7: a debut spike, Micron riding the sympathy wave, then a memory selloff as the excitement drained out. A week later it mostly played out, and he sold SKHY near $190 and bought back at $154. The original call is left exactly as written.
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.
What is HBM? The memory chips powering the AI boom
Only three companies make high bandwidth memory, the chips every AI accelerator depends on, and supply is sold out through 2026. What HBM is, who makes it, and how to invest in it.
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.
How to buy SK Hynix stock (SKHY) now that it's trading on Nasdaq
SK Hynix listed on the Nasdaq under ticker SKHY on July 10, 2026, the largest ADR offering ever. Here's how to buy it on Robinhood, Fidelity, and any other US brokerage, and what to expect from the stock's volatility.
How to read an earnings report: EPS, margins, and what actually matters
Earnings reports look like a wall of numbers. Here is how to read the lines that matter, from revenue and EPS to margins, guidance, and whether a stock is cheap or expensive.
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.
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.
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.
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.
Michael Burry shorted Micron (MU) from $1,052, a bet the chip pain is not over
Michael Burry disclosed a new short on Micron (MU), reported near $1,052, even after the stock had already crashed from $1,255. It closed July 2 at $975.77, so the short is working, and it fits his wider bet against AI chips.
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.
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.
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 hidden chokepoints behind the AI chip boom
Everyone watches Nvidia and TSMC. But the AI chip boom rests on a few obscure materials, often from one company, country, or town: ABF substrate, photoresist, high-purity quartz, neon and gallium. Who controls them, and how big the risk really is.
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.