Semiconductors

ASML’s stronger Q2 and raised 2026 outlook put AI stocks and semiconductor demand back in focus as investors weigh margins and China risk.

Micron and Sandisk shares weaken as investors question whether AI memory profits can keep outrunning stock market expectations.

Meta’s reported AI cloud and custom-chip push shifts the stock market focus from capex risk to monetization as earnings season approaches.

SK Hynix’s U.S. trading debut gives investors a fresh AI memory benchmark as Micron and chip stocks face valuation pressure.