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Hedge funds dumped chip stocks for a fourth week as AI shares sold off - Week of July 6, 2026
U.S. hedge funds sold tech hardware stocks for a fourth week in a row, according to a client note from Goldman Sachs. Do you think the rally is over?
Samsung’s Record Profit Wasn’t Enough? Is the AI Memory Boom Nearing Its Peak?
Samsung Electronics has just announced its earnings guidance for the second quarter of 2026. Normally it will push its stock higher. Instead, investors sold. Samsung’s second quarter revenue reached approximately KRW 171 trillion, while operating profit hit about KRW 89.4 trillion — its third consecutive record quarter. Profit is
Meta’s AI Cloud Pivot: Monetization Strategy or Overbuild Signal?
Bloomberg (July 1) - Meta is reportedly developing a cloud infrastructure business that would sell access to AI computing power and models to outside customers. The plan could put Meta into a new competitive lane against cloud leaders such as Amazon Web Services, Microsoft Azure, and Google Cloud. The business would
Meta's Zuckerberg says AI agent tech progressing slower than expected
Zuckerberg’s AI Agent Reality Check: The Payoff Is Taking Longer
Micron Announces $250 Million Investment in Trump Accounts Reaching 1 Million Children, Families and the Future Workforce
Company launches employee matching and community seed funding, reinforcing Micron’s broader U.S. investment and workforce development strategy
Samsung and SK Hynix plan massive sites as part of South Korean national project
Samsung Electronics and SK Hynix plan to each build two new massive chip fabrication sites in South Korea's southwest region as part of a national project to build chip production "ecosystem" valued at 800 trillion won.
Apple Raises Price While Micron Calls out Apple for Memory Shortage
Apple is raising prices of multiple key products as a pass-through of skyrocketed memorgy costs; While Microns seems to hold a different view. Apple vs Micron - Who Stands for the Truth? AppleResult33.33%MicronResult66.67%3 PollsEnded Apple raises prices of MacBooks, iPads as memory costs skyrocket SAN FRANCISCO,
Apple seeks to buy memory chips from blacklisted Chinese company
iPhone maker wants Trump administration to sign off on purchases to ease pressure from rising semiconductor prices. Will Apple Buy From CXMT? YesResult33.33%NoResult66.67%6 PollsEnded June 26 (Reuters) - Apple is lobbying the Trump administration for clearance to buy memory chips from ChangXin Memory Technologies, a Chinese company
Nvidia earnings call drama: Will Jensen Huang talk 'Trump' and China chips after Xi summit?
Prediction markets are using Nvidia's earnings call to wager on geopolitical risks, from Trump mentions to tariffs and Taiwan tensions.
