Korean investors put $798 million into a 3x leveraged semiconductor fund (SOXL) in one week. It fell 9.5% the next session.
Korean investors made a 3x semiconductor fund their number one overseas purchase in the week of Nvidia's earnings, with $798.04 million going in. That's about 58 times what they put into Nvidia itself.
Marvell (MRVL) now sees $18 billion in revenue by fiscal 2028, and that already includes the Google deal
Marvell reported record second-quarter revenue of $2.739 billion, up 37%, and CEO Matt Murphy raised the outlook on the call to about $12 billion for fiscal 2027 and $18 billion for fiscal 2028. Revenue tied to the Google warrant deal is already in those numbers.
Wolfe Research named Alphabet (GOOGL) a top 2027 pick and sees cloud platform revenue up 125%
Wolfe Research named Alphabet (GOOGL) a top pick for 2027, kept its $460 price target and raised its 2027 estimates. Its third-quarter cloud platform number runs far above the Street.
Nvidia (NVDA) fell six straight days. Earnings will test the $775 billion AI spending boom.
Nvidia enters its Aug. 26 earnings report on a six-session losing streak, its longest since 2022. It has beaten EPS estimates for 14 quarters straight, and the stock still fell the next day six of the last eight times.
Marvell (MRVL) jumps 13% after giving Google a warrant worth up to $12.2 billion in new AI chip deal
Marvell signed a custom AI chip deal with Google and issued a warrant for up to 58.97 million shares at $206.58 each, worth about $12.2 billion. MRVL jumped as much as 13%, while Broadcom and other AI chip suppliers fell.
For the first time, more money is going into running AI than building it. What that means for Nvidia (NVDA), Broadcom (AVGO), Marvell (MRVL) and AMD
Inference, running AI models, now costs more than training them, and that rewards custom chips and memory over raw GPUs. Here's what it means for Nvidia, Broadcom, Marvell, AMD and Micron.
I let Claude AI trade $100 on Robinhood week 9: it wrote down why indie Semiconductor (INDI) was a bad buy, then bought it
Claude AI flagged the indie Semiconductor (INDI) setup as the shape of most of its past losses, bought it anyway, and was stopped out 23 hours later. Both stops fired within two seconds of Tuesday's open as chip stocks sold off. The account is down about a third.
An AI model trains across 100,000 chips that all have to talk at once. The stocks that wire them: Arista (ANET), Broadcom (AVGO), Coherent (COHR) and Astera Labs (ALAB)
Tens of thousands of GPUs have to act like one machine, and the network that connects them is a fast-growing slice of every AI buildout. Here's what Arista, Broadcom, Marvell, the optics makers and Astera Labs each do.
The AI trade rotates to a new sector every week. Which one is it going to be this week?
The AI trade has rotated by sector almost every week: software, then photonics, then memory. So which corner of AI runs next? I make the case for the one group that keeps riding along without ever leading.
Anthropic is building AI chips and paying up to $850,000 to teach Claude how to design them.
Anthropic confirmed Wednesday it is building an in-house Custom Silicon team for Claude, the first time it has said so publicly. The job listings pay $320,000 to $485,000 for the chip designers and $500,000 to $850,000 for the researcher teaching Claude to do the design work.
Korea's Kospi fell 10.84% and halted trading. Nvidia (NVDA) is flat and Micron (MU) is down 10% (July 28, 2026)
Korea's Kospi closed at 6,023.66 on Tuesday, down 10.84%, its fourth largest one-day fall on record, after Korea Exchange stopped all trading for 20 minutes. Samsung and SK Hynix each lost more than 13%. The US carryover went into memory and storage, with Sandisk (SNDK) down 14.52% and Micron (MU) down 9.54%, while Nvidia (NVDA) held flat and the Dow rose.
The busiest stock on Hyperliquid isn't Nvidia. It's SK Hynix (SKHY), and it out-traded Ethereum
Real world assets did $25.1 billion on Hyperliquid in the week of July 13 to 19, out-trading crypto on the venue for the first time. The busiest contract is not Nvidia or Tesla. It is SK Hynix, which passed Ethereum for second place on the whole exchange, and whose Nasdaq listing (SKHY) fell 8.8% on Friday.
Micron (MU), SK Hynix and AMD just gave chip stocks their first back-to-back gain in two weeks (July 21, 2026)
Micron (MU) closed up about 12 percent, SK Hynix's ADR about 14 percent, and AMD 8 percent Tuesday, chip stocks' first back-to-back gain in two weeks. A Bank of America upgrade on memory demand and a new AMD-Microsoft Azure deal did the heavy lifting.
The Close, July 14: IBM lost a quarter of its value, and SK Hynix's Nasdaq stock jumped 27%
IBM lost about a quarter of its value in a single session after a weak preliminary report, and the damage spread across enterprise software. SK Hynix's brand-new Nasdaq stock went the other way, jumping 27% on a day chips broadly rallied.
Inside the AI hardware stack, from Nvidia's chips to the grid that powers them
An AI data center is seven layers of hardware: GPUs, memory, storage, CPUs, networking, manufacturing, and power. Here's the full map, with the public companies behind each layer and where the bottlenecks actually are.
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.
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.
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.
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.
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.
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.
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.
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.