Pomegra
Technology
MAJOR
5d ago5 min read
Chip Stocks Rebound: AMD, Lam Research Jump 11% Each
Chip stocks rebounded as the semiconductor index gained about 6% and the Nasdaq 1.9%, with AMD up 11% on earnings and Lam Research up 11% on a buyback.
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SOXL stock news & analysis
Everything Pomegra has published on SOXL: 30 news articles and 0 market briefs, newest first.
SOXL news
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.
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
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.
Markets
MAJOR
Nov 16 min read
Intel Plunges 28% as Nasdaq Posts Worst Day Since June
Intel (INTC) sank 28.6% on weak Q4 guidance, its worst day since 1974, dragging the Nasdaq down 2.9% and the SMH semiconductor ETF down 9.1% on Friday.
Technology
MAJOR
Oct 224 min read
Asian AI Stocks Slide as SK Hynix Drops Nearly 6%
Asian AI stocks sank as SK Hynix fell nearly 6%, Tokyo Electron 6% and SoftBank 5.6%, while US tech futures dropped on doubts over AI spending returns.
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.
Markets
MAJOR
Oct 186 min read
Chip Stocks: 8-Day Slide Erases Over $1 Trillion
The Philadelphia Semiconductor Index's eight-session slide, its longest since 2008, erased over $1 trillion and gave the Nasdaq its worst week since June.
Technology
MAJOR
Oct 165 min read
SK Hynix, Samsung Tumble in AI Stocks Rout; KOSPI Reels
SK Hynix fell 11% and Samsung 9% as the KOSPI dropped over 7%, with AI stocks hit by rate and inflation fears before Asian chipmakers rebounded Friday.
Technology
MAJOR
Oct 136 min read
Micron Technology Stock Slides as CXMT Unveils DRAM Leap
Micron Technology stock fell about 4% and the Philadelphia Semiconductor Index lost 2.7% after CXMT flagged a denser 4F² DRAM chip design aimed at servers.
Technology
NOTABLE
Sep 304 min read
AI Stocks Rally as Trump Rejects New AI Regulation
Semiconductor shares rose as the Philadelphia Semiconductor Index gained about 1.3% after Trump ruled out new AI rules, easing policy risk for AI spending.
Technology
MAJOR
Sep 295 min read
Micron Stock: Wall Street's Most Watched Ahead of Q4 2026
Micron Technology (MU) tops Wall Street watchlists ahead of September 30 Q4 earnings as analysts project a 992% EPS surge driven by the AI memory supercycle and record high-bandwidth memory demand.
Markets
MAJOR
Sep 285 min read
PCE and Payrolls Shape Warsh's Rate Path
August PCE and September payrolls this week will determine whether the Warsh Fed pushes interest rates higher for a second consecutive meeting.
Technology
MAJOR
Sep 285 min read
SK Hynix Tumbles 15% on Record Earnings Miss
SK Hynix's Q2 2026 operating income surged 557%, but shares fell 15% after results missed elevated Wall Street estimates, putting the AI memory trade on notice ahead of Micron's report.
Markets
SEISMIC
Sep 286 min read
Trump Rejects Iran Ceasefire, Eyes Post-Midterm Strike
Trump dismissed Tehran's 7-day Strait of Hormuz ceasefire proposal as unacceptable Saturday, sending Brent crude back above $105 and crushing equity futures as markets priced in resumed U.S.…
Markets
MAJOR
Sep 275 min read
Micron Q4 2026: $50B Revenue and the AI Memory Test
Micron Technology (MU) reports fiscal Q4 2026 earnings Tuesday with $50 billion in revenue on the line, putting the AI memory supercycle's durability to its most consequential test yet.
Geopolitics
SEISMIC
Sep 276 min read
Oil at $70 as Hormuz Closure Stalls World Trade
The U.S.-Israel-Iran conflict has sealed the Strait of Hormuz and shuttered the East-West Crude Oil Pipeline, triggering the largest energy supply disruption in history and halting 31% of global…
Geopolitics
SEISMIC
Sep 247 min read
Trump-Xi Summit Extends Tariff Truce, Launches AI Talks
The Washington summit produced a tariff pause through January 10 and a structured AI dialogue framework, sending semiconductor and China ADR stocks to their highest levels in months.
Markets
MAJOR
Sep 236 min read
SK Hynix Targets Intel's Ohio Fab in US Memory Push
SK Hynix is in preliminary talks with Intel over the stalled Ohio fab, exploring a lease or joint venture that would be its first US wafer fabrication presence.
Technology
MAJOR
Sep 237 min read
AMD Briefly Tops $1 Trillion on AI Stocks Rally
AMD touched $1 trillion in market value on September 21 as Meta's Muse AI agent drove the Philadelphia Semiconductor Index's fifth straight session of gains, with Intel and ARM posting…
Technology
MAJOR
Sep 226 min read
Qualcomm Snapdragon Summit Eyes Next AI Chip Catalyst
Qualcomm opens Snapdragon Summit 2026 in Maui on September 22 as AI chip stocks rally on Arm Holdings' 17% surge and fresh 2nm platform reveals loom.
Markets
MAJOR
Sep 227 min read
Nasdaq 27,122: First Record Close Since June
The Nasdaq Composite surged 2.26% to a record 27,122 on Monday, its first all-time closing high since June, as ai stocks and semiconductor leaders powered through the drag of a surprise federal…
Technology
MAJOR
Sep 216 min read
SK Hynix, Intel Eye First US DRAM Fab Deal
SK Hynix and Intel are in exploratory talks that could place the first Korean-designed memory chips on US soil, with structures ranging from a fab lease to a three-way joint venture, reshaping the…
Technology
MAJOR
Sep 215 min read
AMD Joins Trillion-Dollar Chipmaker Club
AMD hits $1 trillion in market cap for the first time, joining Nvidia, Broadcom, and Micron after 180%-plus year-to-date gains and 50%-plus Q2 revenue growth.
Markets
MAJOR
Sep 216 min read
Treasury Yield Retreats Below 5% as Oil Cools
The 10-year Treasury yield eased back to 4.96% Monday as Brent crude fell 3.4%, easing inflation fears and delivering the S&P 500 its first bond-market tailwind since the Fed's September rate hike.
Markets
MAJOR
Sep 217 min read
China Stocks Surge Before Trump-Xi Summit
China equities surged Monday as pre-summit talks yielded an AI safety deal, with real estate up 6.9% and semiconductor names bracing for the November 10 tariff truce expiry.
Technology
MAJOR
Sep 217 min read
ASML Leads Chip Gear Rebound as AI Spend Fears Recede
ASML gained 3.04% on September 18 as institutional buyers returned to chip-equipment stocks, judging near-term AI data-center spending cuts less severe than feared.
Economy
SEISMIC
Sep 205 min read
Fed Raises Interest Rates for First Time in 3 Years
Fed Chair Kevin Warsh raises interest rates to 3.75%-4% and signals another 2026 hike, sending the Dow Jones down 600 points and roiling bond markets.
Technology
SEISMIC
Sep 185 min read
Micron's Sept. 30 Print: AI Memory's Defining Moment
Micron Technology stock enters September 30 with $100B in HBM take-or-pay contracts and $50B Q4 guidance, making MU Wall Street's clearest real-time AI spending barometer.
Markets
MAJOR
Sep 187 min read
ARM Leads AI Chip Rally With 6% Surge
Arm Holdings surged more than 6% on September 17, extending its 224% year-to-date gain as AI processor demand firms and supply chain bottlenecks ease across the semiconductor sector.