Semiconductors

Micron slips as semiconductor stocks lag a broader Wall Street rally, putting AI earnings expectations and market rotation back in focus.

ASML, Nvidia and chip equipment stocks fall as a China DUV lithography report pressures the semiconductor trade before earnings and Fed signals.

Intel and Texas Instruments put chip stocks in focus as U.S. earnings season tests margins, AI demand and market breadth.

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