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): where the DRAM price-fixing lawsuit stands, updated July 16, 2026
A federal class action accuses Samsung, SK Hynix and Micron (MU) of colluding to choke DRAM supply and inflate RAM prices roughly 700% over four years. Updated July 16, 2026 with the judge assigned, new allegation details, and the case's current status.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.