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23.06.26 - 19:24
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AMD and Intel Drop 5%, NVIDIA Slips 3% Amid Korean-Led Chip Selloff Bulls Say Is “Healthy” (24/7 Wall St.)
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Shares of Advanced Micro Devices (NASDAQ:AMD) and Intel (NASDAQ:INTC) are leading a sharp midday slide in chip stocks on Tuesday. AMD stock down 5% to $523 while Intel shares are down 5% to $134 amid a broad semiconductor selloff that's pulling the entire group lower. Meanwhile, NVIDIA (NASDAQ:NVDA) stock is down 3% to $202. The ... AMD and Intel Drop 5%, NVIDIA Slips 3% Amid Korean-Led Chip Selloff Bulls Say Is “Healthy”...
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23.06.26 - 18:54
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Börsenradio Schlussbericht, Di., 23.06.2026: Tech-Ausverkauf trifft DAX - SpaceX, Chipwerte und Zinsangst belasten (BRN)
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Zinsangst und ein weltweiter Tech-Ausverkauf drücken die Märkte. Der DAX verliert 1,0 % und schließt bei 24.894 Punkten, der EuroStoxx50 fällt ebenfalls 1,0 % auf 6.248 Punkte. Besonders Chipwerte geraten unter Druck: Infineon verliert 6,3 %, Süss Microtec bricht um 11,1 % ein. An der Wall Street geben Nasdaq-Werte deutlich nach: Nvidia verliert 3,9 %, Intel 7,3 % und Micron Technology 12,3 %. SpaceX fällt nach dem Kurseinbruch vom Montag (-16 %) weiter um 2,4 %. Die geplante Anleiheemission verstärkt die Sorge, dass der KI-Boom immer kapitalhungriger wird. Brent-Öl fällt um 1,5 % auf 77 USD, Gold verliert 1,2 % auf 4.139 USD.
Börsenweisheit des Tages von Ray Dalio: "Wer nicht bescheiden ist, kann von den Märkten schmerzhaft Demut lernen."...
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23.06.26 - 18:18
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Nvidia’s Latest AI Breakthrough May Not Be a Chip — And It Could Fuel the Next Data Center Boom (24/7 Wall St.)
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The artificial intelligence boom has created a new industrial race. Companies are spending hundreds of billions of dollars building the computing infrastructure needed to power AI models, but the challenge is no longer just buying more chips. The bottleneck is everything surrounding those chips — electricity, land, memory, and increasingly, water. As AI factories grow ... Nvidia's Latest AI Breakthrough May Not Be a Chip — And It Could Fuel the Next Data Center Boom...
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23.06.26 - 17:18
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Here Is The Korean Article That Sent Memory Stocks Tumbling And Sparked A Global Selloff (ZeroHedge)
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Here Is The Korean Article That Sent Memory Stocks Tumbling And Sparked A Global Selloff
Early last night, just around the time Korean stocks opened at a new all time high, we highlighted an article in Korea's Chosun Biz, which eventually became the catalyst for the sharp repricing lower of memory stocks - and since memory stocks account for about 60% of the Kospi, sparked the 10% crash in the South Korean market which culminated with a mandatory halt of trading - and sparked a risk off wave around the globe.
"Since production forecasts for NVIDIA's next-generation chip 'Rubin,' which will be equipped with HBM4, are trending downwards, there is no reason to accelerate the transition to HBM." - Chosunhttps://t.co/tOYfVXObQw
— zerohedge (@zerohedge) June 23, 2026
As both CNBC and Bloomberg write this morning, "traders are pointing to a South Korean media report saying SK Hynix is slowing expansion of AI memory chip production and shifting emphasis to commodity DRAM."
...
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23.06.26 - 16:36
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AI’s Memory Boom Could Run the Self-Driving Car Revolution Off the Road (24/7 Wall St.)
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Artificial intelligence is creating winners and losers across the global economy. Investors have spent the last two years focused on the obvious beneficiaries — Nvidia (NASDAQ:NVDA), Micron Technology (NASDAQ:MU), and the hyperscale data center operators spending hundreds of billions of dollars on AI infrastructure. Yet every boom creates unintended consequences. A recent Deutsche Bank report ... AI's Memory Boom Could Run the Self-Driving Car Revolution Off the Road...
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23.06.26 - 15:54
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Here Is the 1 Dirt-Cheap Hardware Juggernaut I Keep Accumulating on Repeat (24/7 Wall St.)
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I keep buying NVIDIA, and the recent pullback handed me another reason to do it again. The story behind that buy button is simple. NVIDIA (NASDAQ:NVDA) sells the machinery that every cloud, every frontier model lab, and every sovereign AI project needs to run. Jensen Huang called the current moment “the largest infrastructure expansion in ... Here Is the 1 Dirt-Cheap Hardware Juggernaut I Keep Accumulating on Repeat...
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23.06.26 - 15:36
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Live Nasdaq Composite: No Safe Harbor as Chip Stock Rout Drags Markets Lower (24/7 Wall St.)
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Live Updates Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today. Gold Bears 1 minute ago Live Investors have fewer places to hide. Deutsche Bank is trimming its outlook on gold, cutting its Q4 price forecast ... Live Nasdaq Composite: No Safe Harbor as Chip Stock Rout Drags Markets Lower...
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23.06.26 - 15:12
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Stock Market Live June 23, 2026: S&P 500 (SPY) Futures Under Significant Pressure (24/7 Wall St.)
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Live Updates Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today. Bank of America Just Reiterated Buy Rating on Micron 2 minutes ago Live According to analysts at Bank of America, Micron is still a buy, ... Stock Market Live June 23, 2026: S&P 500 (SPY) Futures Under Significant Pressure...
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