Pomegra
Technology
MAJOR
23m ago6 min read
Asian Chip Stocks Slide as Nvidia Turmoil Hits Taiex
Asian chip stocks sold off sharply on Nov 12: Taiwan's Taiex fell 2.63% as Nvidia's leadership crisis hit TSMC, while SK Hynix slipped 1.8% and Samsung rose.
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MU stock news & analysis
Everything Pomegra has published on MU: 30 news articles and 24 market briefs, newest first.
Market briefs on MU
- Memory Stocks Surge: Sandisk Up 16% After CoreWeave Earnings
Micron (MU) rose 11.9% and Seagate (STX) about 10% as CoreWeave's strong results eased AI spending fears.
19h ago
- AMD Stock Jumps 10% After Oppenheimer Upgrade
AMD (AMD) rose as Micron added 5% and ASML 6%, while Oppenheimer cites rising AI data center sales.
3d ago
- Chip Stocks Plunge 12% After Democrats' Midterm Wins
Nvidia (NVDA) fell 9% as Democrats' wins in data-center states fueled fears for the AI infrastructure buildout
3d ago
- Semiconductor Index Plunges 12% on AI Regulation Fears
Chip stocks (SOX) led a selloff that cut the Dow by 1,833 points and pushed the Nasdaq into a correction.
3d ago
- Nvidia Stock Falls 3.4% After Hours as Board Opens CEO Probe
Nvidia (NVDA) trades near $180 versus Friday's $186.64 close as its board examines a Chinese spy link.
3d ago
- S&P 500 Rises 0.9% as Chip Stocks Rebound
S&P 500 (^GSPC) rose as the Nasdaq gained 1.6% and the VIX fell, with Nvidia and Micron bouncing back
6d ago
- Nvidia Stock Falls 7% on Data Center Regulation Fears
Nvidia (NVDA) led chip stocks lower as the semiconductor index dropped about 10% on AI spending doubts.
Nov 5
- SanDisk Stock Falls 5% Despite Earnings Beat, Stock Split
SanDisk (SNDK) shares closed at $1,330 as a Samsung miss hit memory stocks before its $11B quarter.
Oct 30
- Kospi Plunges 5% as Samsung, SK Hynix Sink on AI Fears
Samsung Electronics (005930.KS) fell over 6% and SK Hynix over 8% despite a record 107T won profit.
Oct 30
- Micron Stock Rises 1.7% as Memory Chip Rally Extends
Micron (MU) trades near $920 as SanDisk (SNDK) gains 1% and SK Hynix (SKHY) 2.7% on tight AI memory supply
Oct 27
- SK Hynix Shares Fall 3% After Scrapping Solidigm US IPO
SK Hynix (000660.KS) dropped its $10B-plus Solidigm listing as Korean regulators cited dual-listing rules.
Oct 23
- Nasdaq 100 Futures Fall 1.8% as AI Spending Worries Return
Intel (INTC) and Marvell fell over 5% premarket as Tesla and Meta earnings left AI spending doubts.
Oct 22
- Western Digital Stock Jumps 6% as Chip Stocks Bounce
Western Digital (WDC) rose 6.09% as the chip index snapped an eight-day slide before Thursday's earnings.
Oct 20
- Nasdaq Rises 1.1% as Micron, Sandisk, AMD Rebound
Micron (MU), Sandisk (SNDK) and AMD bounced after steep drops as the S&P 500 added 0.4% and the Dow slipped.
Oct 20
- Chip Stocks Fall 11.6% After China Memory Chip Claim
Semiconductor index (SOX) lost $1.64T in six sessions as China's CXMT and Broadcom's CEO rattled AI investors.
Oct 19
- Chip Stocks Fall 4.3% as RBC Downgrades Tech Sector
Nvidia (NVDA) fell 3.2% as RBC joined Deutsche Bank in trimming tech and favoring health care.
Oct 15
- Nvidia Stock Falls 3.2% as Hot Inflation Hits Chip Stocks
Nvidia (NVDA) closed at $221.30 as CEO Jensen Huang said he would cut off customers building unsafe AI.
Oct 15
- Broadcom Stock Falls 1.9% as CEO Calls AI Boom a Casino
Broadcom (AVGO) closed at $354.73 as Hock Tan's AI 'casino' comment hit chips; South Korea's Kospi fell 5.5%.
Oct 13
- Dow Rises 0.4% as Nasdaq Slips on Memory Chip Selloff
The Dow (^DJI) closed at 51,850.55 while the Nasdaq fell 0.44% as investors moved into value stocks.
Oct 13
- Micron Stock Falls 3% as China's CXMT Flags Denser Chips
Micron (MU) fell as Sandisk dropped 5.7% after China's CXMT said it will launch denser server memory chips
Oct 12
- Micron Stock Jumps 270% This Year Ahead of Earnings
Micron (MU) reports today after the close; analysts expect $51B in sales as AI demand strains memory supply.
Sep 30
- SOXX Falls 2.1% as Burry Converts AI Shorts to Levered Puts
iShares Semiconductor ETF (SOXX) fell 2.1% Tuesday as Burry's $1.1B AI short bet moved to levered puts.
Sep 29
- SK Hynix Stock Falls 4.8% as OpenAI Halts AI Training Again
SK Hynix (000660.KS) sank 4.8%, Samsung 4.6%, on OpenAI's second AI training pause in three months.
Sep 29
- SanDisk Stock Jumps 6% as Rosenblatt Starts Coverage at Buy
SanDisk (SNDK) gets a $2,400 Rosenblatt target as AI demand locks in 65% of its FY2028 output.
Sep 23
MU news
Technology
NOTABLE
19h ago6 min read
Micron Technology Stock Jumps as Memory Rally Builds
Micron technology stock rose about 12% as SanDisk and Seagate also surged after CoreWeave said AI demand outpaces capacity and Morgan Stanley backed the dip.
Markets
MAJOR
2d ago5 min read
Dow Jumps 1,104 Points as Oil Slides, AI Rout Pauses
Wall Street posted its best day since April on Monday, with the Dow up 2.2% as Brent crude fell below $93 and chip stocks rebounded.
Markets
MAJOR
3d ago6 min read
Bitcoin Below $76,000 as ETF Outflows Hit $1.28B
Bitcoin stalls below $76,000 as spot ETFs shed $1.28 billion in a week and altcoins slide, tracking the risk-off mood across financial markets today.
Markets
MAJOR
3d ago7 min read
Democrats' Midterm Sweep Hits Tesla, Chip Stocks
Democrats' midterm sweep revived fears of tougher AI data center rules, driving a selloff in Tesla, SpaceX, Palantir and chip stocks and a Nasdaq correction.
Markets
MAJOR
3d ago6 min read
AI Stocks Rout: Dow Falls 1,800, Nasdaq in Correction
AI stocks sank Thursday as the Dow lost 1,833 points and the Nasdaq entered a correction, wiping $1 trillion off big tech. Friday's rebound was partial.
Technology
MAJOR
6d ago4 min read
Asia Chip Rout Deepens: Kospi Halted, TSMC Falls 10%
Kospi was halted and Taiex opened 9% lower as AI stocks slid, with TSMC, Samsung and SK Hynix off 10-12% after Wall Street's worst chip day since 2020.
Technology
MAJOR
6d ago6 min read
Qualcomm (QCOM) Plunges 13%, Worst Day Since 2020
Qualcomm shares fell as much as 13% on Nov. 5, their steepest drop since 2020, after handset chip revenue fell 26% and profit guidance disappointed investors.
Markets
MAJOR
6d ago5 min read
Bitcoin Falls Below $76K as $1.1B in Longs Liquidated
Bitcoin dropped below $76,000 from above $80,000 as a tech rout hit risk assets, with about $1.1 billion of leveraged crypto positions liquidated in 24 hours.
Markets
MAJOR
6d ago6 min read
VIX Jumps 70% to 28: Stock Market Today Rout
The Cboe Volatility Index surged almost 70% to 28.18 on Thursday, its biggest one-day jump in over two years, as an AI-led selloff hit equity markets.
Technology
MAJOR
6d ago6 min read
Palantir, CrowdStrike, Okta Slide as AI Stocks Unwind
Palantir lost about $40 billion in value as CrowdStrike and Okta fell roughly 10% on Nov. 5, when investors sold software's biggest AI winners.
Technology
MAJOR
Nov 56 min read
AI Stocks Lose $930B as Nasdaq Sinks 4% on Regulation Fears
AI stocks shed about $930 billion as the Nasdaq fell up to 5%, erasing post-election gains on fears of tighter AI regulation under Democratic control.
Technology
MAJOR
Nov 55 min read
KOSPI Plunges 5% as SK Hynix, Samsung Sink on AI Fears
KOSPI fell as much as 5% on Nov 5 as SK Hynix and Samsung dropped 7-9% on fears a Democratic Congress will curb US data-center construction and permitting.
Business & Earnings
NOTABLE
Nov 46 min read
Qualcomm Q4 2026: Stock Falls 5% on Weak Q1 Guidance
Qualcomm (QCOM) fell about 5% after hours despite a Q4 beat, as the memory shortage cut handset sales and first-quarter profit guidance missed estimates.
Markets
NOTABLE
Nov 45 min read
Sunrun, First Solar Lead Solar Rally After Election
Sunrun, First Solar, Plug Power, Canadian Solar and Nextpower rose 6-8% premarket on Nov. 4 as investors priced in a friendlier Congress for clean energy.
Markets
MAJOR
Nov 36 min read
Intel Extends Slide as Nasdaq 100 Enters Correction
Intel fell another 8.8% on Monday after its worst day since 1974, and the Nasdaq-100 slipped into a correction as the chip selloff reached $3.7 trillion.
Technology
MAJOR
Nov 25 min read
Kioxia Falls 16% as NAND Price Gains Slow
Kioxia shares fell 15.8% after flat ¥2 trillion profit guidance, reviving doubts over AI memory demand, while Micron and SK Hynix stock traded higher.
Technology
MAJOR
Nov 25 min read
OpenAI Cuts Funding Target to $20B at $1.25T Valuation
OpenAI trimmed its funding round target to as much as $20 billion from about $30 billion at a $1.25 trillion valuation as the AI selloff deepens spending doubts.
Technology
MAJOR
Oct 295 min read
Sandisk (SNDK) Q1 2027: Revenue Hits $11B on AI Storage
Sandisk posted record fiscal Q1 2027 revenue of $11B, guided Q2 to $12.2-12.6B and set an 8-for-1 stock split for Nov. 19 on AI data-center storage demand.
Technology
MAJOR
Oct 285 min read
SK Hynix Q3 2026: Record Profit Lifts Micron, Nvidia
SK Hynix posted record Q3 2026 operating profit of 83.3 trillion won and a 100 trillion won payout plan, lifting Micron technology stock and AI chip peers.
Technology
MAJOR
Oct 265 min read
Anthropic IPO Filing: ANT Nasdaq Listing Lifts AI Stocks
Anthropic's public S-1 shows $16.3B in first-half revenue and an $80.7B net loss, and Nvidia, Broadcom and Micron rallied as the ANT listing came into view.
Technology
MAJOR
Oct 235 min read
Micron Technology Stock Rebounds as Chip Rout Eases
Micron Technology stock rose about 3% premarket Friday as SanDisk gained 4% and SK Hynix 6%, bouncing back from Thursday's steep semiconductor selloff.
Economy
MAJOR
Oct 236 min read
10-Year Treasury Yield Drops to 4.95% on AI Fears
The 10-year Treasury yield fell 19 basis points to 4.95% on Thursday, its biggest one-day drop since March 2023, as a tech selloff sent investors into government bonds.
Markets
MAJOR
Oct 236 min read
Nasdaq heads for worst week since June on AI debt, oil
The Nasdaq is on track for its worst week since late June, down about 4.5%, as AI financing worries and Brent crude near $110 pressured tech and chip stocks.
Technology
MAJOR
Oct 206 min read
Micron Technology Stock: Chip Rout Erases $2T in 2026
The Philadelphia semiconductor index fell eight sessions straight, its longest losing run since 2008, before rebounding on Monday as Micron regained $1 trillion.
Technology
MAJOR
Oct 206 min read
Dell Drops 11% as Barclays Downgrade Hits AI Stocks
Dell (DELL) fell 11% after Barclays cut it to equal weight, saying server growth reflects memory costs, not enterprise AI demand, and hitting AI stocks broadly.
Technology
MAJOR
Oct 195 min read
Asian Chip Stocks Hit July Low on DeepSeek V4.1 HBM Claim
Asian chip stocks fell to their lowest since July after DeepSeek said V4.1 needs far less HBM, with Samsung and SK Hynix among the biggest drags on Monday.
Technology
MAJOR
Oct 195 min read
Dell Falls 11% as Barclays Downgrade Hits AI Stocks
Dell (DELL) fell 11% after a Barclays downgrade argued server growth reflects memory costs, not enterprise AI demand, dragging HPE and Super Micro lower.
Technology
MAJOR
Oct 186 min read
CoreWeave (CRWV) Debt Fears Hit AI Stocks in 2026
CoreWeave (CRWV) shares fell about 25% this week as credit default swaps topped 1,000 basis points, putting its $51 billion AI debt load under scrutiny.
Technology
MAJOR
Oct 157 min read
Nvidia Falls 3.2% as Chip Selloff Deepens in 2026
Nvidia (NVDA) fell 3.2% to $221.30 and led a global chip selloff after hot CPI, as CEO Jensen Huang said it would cut off buyers developing unsafe AI.