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FORGOTTEN HISTORY: 22 - The Untold Story

PM Modi to inaugurate Jodhpur airport terminal, Barmer refinery today

Prime Minister Narendra Modi's upcoming visit to Rajasthan will mark the inauguration of a new Jodhpur Airport terminal and the Pachpadra refinery-cum-petrochemical complex, significant development projects for the state. Meanwhile, in Gujarat, the Prime Minister will inaugurate a semiconductor assembly and test facility in Sanand, a major step for India's…

The Economic Times

Applied Materials Stock May Not Be as Expensive as It Seems Even After Record Rally

Applied Materials' stock has surged to fresh all-time highs after record earnings and a new Street-high $900 price target, highlighting growing confidence in the AI semiconductor equipment cycle.

Barchart

Applied Materials Stock Remains Attractive as Growth Accelerates

Susquehanna just gave a Street-high price target of $900 to Applied Materials stock.

Barchart

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What to Expect From NXP Semiconductors’ Q2 2026 Earnings Report

NXP Semiconductors is approaching its quarterly report with expectations running high and investors looking for another impressive showing.

Barchart

Michael Burry Is Shorting Micron as a 'Destroyer Of Capital' Despite Trump's Praises and a 241% Rally— Here's Why

Michael Burry, the famous “Big Short” investor, has initiated a new short position against semiconductor giant Micron Technology Inc. (NASDAQ:MU), declaring the artificial intelligence darling a structural “destroyer of capital” caught in a highly psychological market bubble.

Benzinga

PM Modi to visit Rajasthan, Gujarat on Saturday

Prime Minister Narendra Modi is set to inaugurate India's first integrated refinery-cum-petrochemical complex in Rajasthan and a semiconductor assembly facility in Gujarat. The Rajasthan visit includes launching a new Jodhpur Airport terminal, modified UDAN scheme, and several rail and road projects, alongside dedicating solar power plants. The Gujarat inauguration marks…

The Economic Times

Sumitomo Chemical shares soar 11%, record biggest single-day surge in nearly 2 years. Here’s why

Sumitomo Chemical India shares surged around 11% as heavy volumes and a major development at its Japanese parent’s Korean subsidiary lifted sentiment. Dongwoo Fine-Chem’s joint venture with Samsung Electro-Mechanics for glass core substrates boosted optimism around next-generation semiconductor packaging demand. The stock hit a fresh high amid strong trading activity.

The Economic Times

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Sandisk Stock Trounces the Market in the First Half of 2026. The Easy Gains May Now Be in the Past.

Sandisk became the S&P 500’s top-performing stock in H1 2026 as AI demand fueled memory and storage growth. Can supply constraints and enterprise SSD demand keep driving the rally higher?

Barchart

US Stocks: Micron, Intel and other chip stocks fall up to 11% after record-breaking rally

Chip stocks experienced a significant downturn, with major AI rally leaders seeing sharp profit-taking after a record quarter. The VanEck Semiconductor ETF plunged over 5%, led by Micron, Intel, and AMD. Concerns over potential AI computing oversupply, fueled by Meta's plans, prompted investors to re-evaluate lofty valuations. Despite the sell-off,…

The Economic Times

SK hynix to invest $712.5 billion in South Korean operations — Cheongju NAND expansion, Yongin Semiconductor Cluster for DRAM detailed

SK hynix announces major plan to spend $712.5 billion in its operations in South Korea, but the only detailed investments are spendings on a new NAND fab and a packaging facility.

Tom’s Hardware

Germany's Infineon opens major chip plant as EU seeks tech autonomy

German semiconductor giant Infineon opened a five-billion-euro ($5.7 billion) microchip plant Thursday, as Europe seeks to bolster its high-tech autonomy. "We all want to further strengthen Europe's position as a semiconductor hub," Infineon CEO Jochen Hanebeck said at the opening ceremony.

The Economic Times

Germany’s Infineon opens major chip plant

DRESDEN, Germany - The German semiconductor giant Infineon opened a five-billion-euro ($5.7 billion) microchip plant on Thursday, as Europe seeks to bolster its high-tech autonomy.

Bangkok Post

Is the Memory Rally Still Alive After the Semiconductor Sell-Off?

Despite a $2.7 trillion semiconductor selloff, the memory chip rally remains intact, with Micron up over 200% YTD and the Roundhill Memory ETF gaining 130% since its April launch.

MarketBeat

Nasdaq Futures Slip as Chip Stocks Extend Slide, U.S. Jobs Report in Focus

September Nasdaq 100 E-Mini futures (NQU26) are down -0.30% this morning, pointing to further losses after semiconductor stocks led Wall Street lower in the previous session.

Barchart

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The Times of India

From grief support to robot cafes & marriage prospects: How AI is transforming daily life in South Korea

South Korea is rapidly integrating AI and robotics into daily life, from recreating deceased loved ones to powering unstaffed businesses. This surge is driven by an aging population and a national strategy to become a global AI leader, with massive investments in chips and robotics. The AI boom is also…

The Economic Times

India's hidden semiconductor advantage: What's next in the chip journey?

As India accelerates its semiconductor ambitions with a proposed second-phase incentive programme, Equirus says the country is well positioned to evolve from a global chip design hub into a full-stack semiconductor ecosystem. However, it cautions that execution challenges remain and maintains a cautious stance on select semiconductor-related stocks.

Benzinga

Stock Market: Will S&P 500 Open Up or Down Today?

The S&P 500 slipped on the first trading day of the second half of 2026 as investors continued rotating out of semiconductor stocks, while Polymarket traders remain evenly divided over Thursday’s opening direction.

The Economic Times

Samsung, SK Hynix shares crash up to 14% as Kospi’s massive bloodbath enters day 2

Samsung Electronics and SK Hynix shares plunged as much as 14% as South Korea’s Kospi extended its sharp selloff for a second day. The decline was triggered by renewed concerns over AI chip demand, excess capacity fears, and weak U.S. tech cues, raising questions over the sustainability of the rally.

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The Economic Times

PM Modi, Takaichi deepen India-Japan ties with AI, defence and multi-billion dollar bilateral roadmap

India and Japan have forged a robust partnership, pledging over $10 billion in new Japanese investments and setting a ¥10 trillion target for the next decade. Leaders agreed to deepen cooperation in AI, defense, energy, and next-generation mobility, alongside critical areas like semiconductors and resilient supply chains. This significant collaboration…

Benzinga

South Korean Hot Stocks SK Hynix, Samsung Tumble as Semiconductor Selloff Spreads From Wall Street to Asia: ETFs You Should Watch

South Korean stocks tumbled Thursday as a broad semiconductor selloff spread from Wall Street to Asia, dragging the benchmark index, Korea Composite Stock Price Index, lower after heavy losses in SK Hynix Inc and Samsung Electronics Co.

The Economic Times

Global Market Today: Asian stocks fall on Korean chip selloff, oil dips

Asian markets tumbled as chipmaker stocks experienced a sharp decline, sparking fears the AI rally might have overheated. Concerns also surfaced over Apple's potential chip purchases from China, impacting major players like Samsung and SK Hynix. Meanwhile, comments from Federal Reserve Chairman Kevin Warsh eased inflation worries, suggesting no immediate…

The Economic Times

Dow Jones hits record intraday high before closing lower, S&P 500 and Nasdaq fall - here’s why US stock market started July in red

US stock market today July 1: US markets experienced a mixed trading day as the Dow Jones briefly hit a new intraday record before retreating. Profit-taking in semiconductor stocks led to a decline in the Nasdaq. This comes after a strong first half for US equities, with investors continuing a…

International Business Times UK

'The Big Short' Michael Burry Warns AI Stocks Could Crash 30% as He Shorts Nvidia, Tesla and SOXX

Michael Burry shorts Nvidia, Tesla, SOXX and Caterpillar, warning AI valuations may have moved ahead of fundamentals amid market extremes.

International Business Times UK

Trump Boasts $80B Intel Win, Says 'Nobody Talks About It' as Filing Reveals $1B+ Crypto Empire

Trump claims an $80B Intel win as a new disclosure reveals more than $1bn in reported crypto proceeds from family-linked ventures.

Benzinga

Nvidia, Tesla, Caterpillar: ETFs Most Exposed to Michael Burry's New Shorts

Michael Burry, the investor best known for predicting the 2008 housing market collapse, has taken aim at some of Wall Street’s biggest AI winners, raising fresh questions for ETF investors heavily exposed to the trade. His latest regulatory filing revealed bearish positions against Nvidia Corp (NASDAQ:NVDA), Caterpillar, Inc. (NYSE:CAT), Tesla,…

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