Tech spent the day sweating valuations, Microsoft caught an AI fraud suit, and Micron just saved the after-hours to remind us why we never sell NVDA
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Morning brief: An Asian liquidation dragged Nvidia lower, fast capital hid in battered software, and now we're trusting Micron to hold the entire AI narrative together
Semiconductor Rout Rattles Markets: SK Hynix delaying its memory upgrades sparked a massive Asian ETF liquidation that completely crushed semiconductors. Nvidia Slides on Supply Fears: Shares slid 4.1% on HBM bottleneck fears ahead of today's critical Blackwell and Vera CPU shareholder meeting. TSM Sinks in Asian Tech Rout: The foundry plunged 6.7% after forced liquidations in South Korea sparked a brutal cross-Pacific hardware selloff. ServiceNow Catches Rotation Bid: Fast capital fleeing overheated chips rotated into battered software, lifting shares 3.1% on defensive positioning. Micron Earnings Test AI Demand: All eyes are on this afternoon's report to prove the AI infrastructure hyper-growth thesis isn't dead.
Semiconductor Rout Rattles Markets
SK Hynix delaying its memory upgrades sparked a massive Asian ETF liquidation that completely crushed semiconductors.
Nvidia Slides on Supply Fears
Shares slid 4.1% on HBM bottleneck fears ahead of today's critical Blackwell and Vera CPU shareholder meeting.
TSM Sinks in Asian Tech Rout
The foundry plunged 6.7% after forced liquidations in South Korea sparked a brutal cross-Pacific hardware selloff.
ServiceNow Catches Rotation Bid
Fast capital fleeing overheated chips rotated into battered software, lifting shares 3.1% on defensive positioning.
Micron Earnings Test AI Demand
All eyes are on this afternoon's report to prove the AI infrastructure hyper-growth thesis isn't dead.
Posture: Fear is dominant (27) amid semiconductor liquidations. Our stance is defensive; we await key earnings before deploying capital.
Tickers in focus: NVDA, MU, NOW
Upcoming earnings
Evening brief: Tech spent the day sweating valuations, Microsoft caught an AI fraud suit, and Micron just saved the after-hours to remind us why we never sell NVDA
Tech Slides Ahead of Micron's Massive Beat: Nasdaq slipped on widespread AI valuation fears, but Micron's huge after-hours earnings beat is already reviving tech sentiment. Microsoft Dips on AI Fraud Lawsuit: Shares slid over two percent as a new class action alleges executives misled investors about Azure AI capabilities. Lululemon Surges Off Multi-Year Lows: The stock popped nearly four percent as technical support held and bargain hunters bet on its turnaround plan. PayPal Rallies on Huge Capital Return: Investors ignored sluggish user growth, bidding shares higher on optimism surrounding the aggressive $6 billion stock buyback program. Watch NVDA After Micron's Huge Beat: Micron's massive after-hours surge proves AI demand remains red-hot, setting the stage for a major semiconductor rally tomorrow.
Tech Slides Ahead of Micron's Massive Beat
Nasdaq slipped on widespread AI valuation fears, but Micron's huge after-hours earnings beat is already reviving tech sentiment.
Microsoft Dips on AI Fraud Lawsuit
Shares slid over two percent as a new class action alleges executives misled investors about Azure AI capabilities.
Lululemon Surges Off Multi-Year Lows
The stock popped nearly four percent as technical support held and bargain hunters bet on its turnaround plan.
PayPal Rallies on Huge Capital Return
Investors ignored sluggish user growth, bidding shares higher on optimism surrounding the aggressive $6 billion stock buyback program.
Watch NVDA After Micron's Huge Beat
Micron's massive after-hours surge proves AI demand remains red-hot, setting the stage for a major semiconductor rally tomorrow.
Posture: With Fear at 26, the market is anxious, but Micron's robust earnings signal underlying strength in AI. Posture: Opportunistically accumulating.
Tickers in focus: MSFT, MU, NVDA
Upcoming earnings
The day's moves on the ledger
No slate changes were logged this day.
← Tuesday, June 23, 2026 · Thursday, June 25, 2026 → · Archive