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Market Sentiment
2026-07-28T13:04:05.584976
Market overview
Chip/memory crash deepens and spreads to US/Korea markets while broader indices hold up ahead of Fed and Big Tech earnings.
Per-symbol
Leveraged semis ETF hit hard by ongoing chip selloff.
📰 Chip stocks head for one of their worst months ever
Circular financing criticism plus sector rout, though trying to claw back.
📰 Is the AI Chip Trade Actually Cracking? $1 Trillion Wiped Out in Korea
AMD dropped premarket amid memory/AI chip anxiety ahead of August earnings.
📰 AMD Stock Drops: Why Chipmaker Shares Are Falling Ahead of August Earnings
No direct headline but exposed to broader chip sector weakness.
Micron plunging heavily as memory chip crash accelerates.
📰 Micron Stock Dives As Semiconductor Sell-Off Gains Steam
Broad market resilient with equal-weight at records despite chip carnage.
📰 Chip stocks are crashing as the rest of the market barely flinches
Nasdaq-100 entered correction territory, Mag7 broke 200-day MA.
📰 Nasdaq-100 Hits Correction Territory
SK Hynix US listing crashed 15%, worst month since 2008.
📰 SK Hynix, SanDisk Crash 15% as CXMT Frenzy Sparks Worst KOSPI Selloff
Samsung fell ~13% amid Korean chip crash and circuit breakers.
📰 KOSPI Dragged Down 11% by SK Hynix, Samsung as China Chip Fears Spread
Not directly mentioned but part of broader semi weakness.
BofA says China threat overstated despite stock falling on DUV competition fears.
📰 BofA thinks ASML isn't under threat from China, and that investors are overreacting
No direct headline, general semi equipment sector pressure.
SanDisk crashed alongside memory sector rout.
📰 SK Hynix, SanDisk Crash 15% as CXMT Frenzy Sparks Worst KOSPI Selloff
Seagate seeing large premarket losses amid memory massacre.
📰 Another Memory Massacre Is Inbound on Tuesday: Micron, SanDisk, Seagate
SK Group entity tied to Nvidia financing deal scrutiny and Korean chip crash.
📰 SK Group $500B+ financing deal criticism
Stephanie Link publicly added to IBM position on CNBC.
📰 Live On CNBC, Stephanie Link Announces Bought More IBM
CoreWeave down 30% in a month as AI cloud valuations contract.
📰 CoreWeave Shares Fall 30% in a Month as AI Cloud Valuations Contract
PayPal stock rises as CEO keeps door open on potential deals.
📰 Paypal stock rises as CEO keeps door open on potential deals
Mentioned among chip stocks investors are selling.
📰 MU, AMD, INTC, SNDK Stocks Fall — Morgan Stanley's Mike Wilson Explains Why
Western Digital fell ~8% premarket on memory trade pullback.
📰 Western Digital Stock Drops, What Is Going On?
SK Hynix Korea shares crashed 13-15% amid Korean chip crisis.
📰 SK Hynix's Worst Month Since 2008: Should You Buy this Dip Ahead Of Earnings?
CXMT IPO surged 466-535% though now facing US national security probe scrutiny.
📰 US lawmakers seek national security probe of Chinese chip giant CXMT after blockbuster IPO
SpaceX volatile, lost equivalent of a full Tesla in market cap post-IPO.
📰 SpaceX has now lost the equivalent of a full Tesla in market capitalization
Tokyo Electron implicated in broader Asian semi equipment weakness.
📰 Semiconductor Slump Slams Asian Stock Markets
Philly Semi Index down 22-25% this month, worst month ever.
📰 Chip stocks head for one of their worst months ever. Is it a blip or the end?
Samsung preferred shares hit by same 13% crash and Korean selloff.
📰 KOSPI Dragged Down 11% by SK Hynix, Samsung as China Chip Fears Spread
Semi ETF tracking index down sharply amid worst chip month ever.
📰 Chip stocks head for one of their worst months ever
Palantir fell on profit-taking ahead of Q2 earnings.
📰 Why Is Palantir Stock Falling on Tuesday?
Semi ETF exposed to worst chip-sector month in years.
📰 Chip stocks head for one of their worst months ever
Leveraged Korea ETF hit hard by KOSPI 10-11% crash.
📰 The Korean Stock Market Crashes Overnight
Lumentum fell after Corning earnings triggered optical sector selloff.
📰 Coherent, Lumentum, Ciena Stocks Fall After Corning Earnings Trigger Sector Selloff
Mixed reaction to capex/negative FCF spooked Mag7 broadly.
📰 Alphabet's mixed reaction... spooked Mag7
Took most-valuable-company title from Nvidia amid chip crash rotation.
Part of pivotal Big Tech earnings week test.
📰 Big Tech earnings this week... are the pivotal test
Same Alphabet capex/FCF concerns spooking Mag7 broadly.
📰 Alphabet's mixed reaction... spooked Mag7
Meta earnings Wednesday, expected to highlight smart glasses over policy.
📰 Meta likely to highlight smart glasses, avoid social media policy on upcoming earnings call
Marvell named among AI chip stocks caught in Korean contagion.
📰 Is the AI Chip Trade Actually Cracking? $1 Trillion Wiped Out in Korea
No direct headline but part of broader chip equipment weakness.
No direct headline but part of broader chip equipment weakness.
Nebius shares sharply lower as investors de-risk from AI infrastructure names.
📰 Nebius Stock Falls Tuesday: What's Happening?
Tesla hasn't been this oversold in over a year, possible bounce setup.
📰 Tesla stock hasn't been this oversold in more than a year
BMO raised Amazon price target to $360 with Outperform rating.
📰 BMO Capital Maintains Outperform on Amazon.com, Raises Price Target to $360
Nokia fell only due to ex-dividend adjustment despite strong earnings.
📰 Why Is Nokia Stock Falling on Tuesday?
SMIC-related China chip name likely affected by CXMT competition dynamics.
Corning tumbled 18% after earnings despite beat, in-line guidance disappointed.
📰 Corning tumbles 18% after earnings, leading rout in optical stocks