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Micron Technology Stock (MU) Erases Post-Earnings Gains Despite 346% Revenue Surge — What's Weighing on MU?

Micron Technology (NASDAQ: MU) shares are tumbling sharply in Monday's session, giving back much of the post-earnings surge that followed what was by most measures a blowout Q3 fiscal 2026 earnings report. MU stock is underperforming both the broader Nasdaq and the semiconductor sector …

Vinay Lochav | 29 June 2026

Semiconductor ETF (SOXX) Drops 10%: AI Infrastructure Spending Fears Trigger Chip Stock Selloff in 2026

The iShares Semiconductor ETF (NASDAQ: SOXX) recorded a devastating weekly performance, declining nearly 10% — one of the worst seven-day stretches for the benchmark semiconductor index in recent years. The selloff swept across virtually every major chip name, from memory producers SanDisk and Micron …

Vinay Lochav | 29 June 2026

Western Digital Stock (WDC) Rebounds After 13% Crash — Russell Rebalancing Selloff Creates Buying Opportunity?

Western Digital (NASDAQ: WDC) shares are edging higher in Monday's session, staging a partial recovery following last Thursday's brutal 13% single-session decline that alarmed investors and drew immediate analyst attention. The sharp Thursday drop has since been attributed primarily to mechanical selling pressure tied …

Vinay Lochav | 29 June 2026

Western Digital (WDC): AI Hyperscaler HDD Demand Fuels 45% Revenue Growth — Is WDC Stock a Buy?

Western Digital (NASDAQ: WDC) is emerging as a critical infrastructure provider for the AI era in a way that many investors have underappreciated. While most AI hardware investment attention focuses on GPU chips and high-bandwidth memory, the massive datasets required for AI model training …

Vinay Lochav | 29 June 2026

Federal Quantum Computing Initiative: How Trump's Executive Orders Are Reshaping IONQ, RGTI, and Quantum Stocks

President Trump's executive orders on quantum computing represent a watershed policy moment for the quantum technology investment landscape. The five-year national quantum computing initiative creates a structured federal commitment to quantum R&D funding, workforce development, and supply chain security. The simultaneous mandate for post-quantum …

Vinay Lochav | 29 June 2026

Infleqtion (INFQ) Stock Rises on Russell Index Addition, Wedbush Outperform, and Quantum Policy Tailwinds

Infleqtion (NASDAQ: INFQ) shares are trading modestly higher in a session marked by an unusually rich confluence of catalysts, ranging from index inclusion events to analyst initiations to federal policy tailwinds. The combination of multiple simultaneous positive developments is drawing investor attention to a …

Vinay Lochav | 29 June 2026

SanDisk Stock (SNDK) Drops 9% as AI-Driven Semiconductor Selloff Deepens — Memory Stocks Under Pressure

SanDisk (NASDAQ: SNDK) shares are tumbling roughly 9% in Monday's session, dramatically underperforming the broader technology sector as a widening AI-driven selloff in memory and semiconductor stocks extends into a new trading week. The decline positions SNDK as one of the steeper losers within …

Vinay Lochav | 29 June 2026

Western Digital Corporation (NASDAQ:WDC) Falls 13.17% as WDC Tests the Storage-Stock Pullback Story

• Western Digital (WDC) closed at $586.45, down 13.17% on June 26, 2026, drawing attention among large-cap technology stocks.

Nitish Kishor | 29 June 2026

Shopify Inc. (NASDAQ:SHOP) Gains 4.69% as SHOP's Growth Valuation Gets a Fresh Market Lift

• Shopify (SHOP) closed at $116.86, up 4.69% on June 26, 2026, drawing attention among large-cap technology stocks.

Nitish Kishor | 29 June 2026

Texas Instruments Incorporated (NASDAQ:TXN) Falls 8.46% as TXN Quietly Tests the Chip Pullback

• Texas Instruments (TXN) closed at $285.43, down 8.46% on June 26, 2026, drawing attention among large-cap technology stocks.

Nitish Kishor | 29 June 2026
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