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Western Digital grew revenue 55% and raised its dividend, then fell 6%. Lam Research beat and fell twice as hard. At home, banks slip while REITs bounce. Let's dig in 👇💬 Chip stocks are selling off on...
At Micron Supplier Day 2026, we brought together leaders, partners and suppliers to discuss a shared reality: AI can only move as fast as memory can, and memory can only scale as fast as the ecosystem behind it.
One message carried through every conversation: scaling the future of AI requires all of us. Thank you to the suppliers and partners helping us scale what comes next.Source: Micron Tech
New $Micron Tech(MU.US) trade took the paydays off for good payday %. I now settle into the full swing. I still own let it rides from long ago, low price purchase.
Source: Sunrise Trader
When will the selling stop? High beta stocks are getting hit the hardest as investors pull out of the stock market to turn to bonds with higher yields amidst a relatively unstable equities market and expectations for yet another interest hike soon.
Western Digital grew revenue 55% and raised its dividend, then fell 6%. Lam Research beat and fell twice as hard. At home, banks slip while REITs bounce. Let's dig in 👇💬 Chip stocks are selling off on...
Global Hedge Funds Suffered One of Their Largest Declines Since COVID on Thursday
Bloomberg10/23/2026 Global hedge funds suffered one of their broadest declines since the Covid pandemic following the stock market selloff on Thursday, according to Goldman Sachs Group Inc.’s prime brokerage desk.“For the first time since Covid, all three broad equity strategies fell more than 1% on the same day,” the firm said in a note to clients. Global fundamental long/short managers were down 1.4% at the market close on Thursday, their worst day since July 16, with telecommunications, media and technology-focused funds falling by an average of 2.7%, according to the note. Global systematic long/short managers were hit by their third-worst day since December 2023, dropping 1.3%. Even multistrategy platforms — the pod shops whose broad mix of portfolio managers are designed to protect against firm-wide drawdowns — slid 1.9% for their second-worst day since the April 2025 tariff selloff.Tech stocks in the US were sold heavily on Thursday on mounting concerns over whether massive spending on artificial intelligence will bear fruit. The Nasdaq 100 Index slid 2.9%, the most since June, as fears over oil-induced inflation added to the woes. Even bearish positions aren’t necessarily paying off during a volatile earnings season. “Based on estimates from our prime book, more than two-thirds of hedge funds finished down on the day as concentrated shorts were squeezed further in the second half of the session,” the prime brokerage said.Asia fundamental long/short managers also lost money, with month-to-date declines at 9.3%. Even so, their hedge fund returns remain broadly positive so far this year at 14.2%, according to the note.The selloff was the latest chapter in a wild ride for AI stocks this year, as rallies in shares like SK Hynix Inc. and Micron Technology Inc.have been punctuated by painful declines. In July, a rout in technology shares pushed hedge fund Situational Awareness to the brink, raising fears that the AI bull run was losing steam.$MU 2X Long ETF(MUU.US) $Micron Tech(MU.US) My MUU position has deteriorated further, with my paper loss increasing from around -18% to -27%. The recent pullback in the AI sector has put significant p...
Looking forward to REITs share prices adjusting upwards, I believe they’re current abit undervalued as compared to the yield they offer.
Western Digital grew revenue 55% and raised its dividend, then fell 6%. Lam Research beat and fell twice as hard. At home, banks slip while REITs bounce. Let's dig in 👇💬 Chip stocks are selling off on...
Meta's results set off AI-capex worries and the Nasdaq fell 2.6% in a day; plus whether to buy SpaceX after its unlock, why Micron fell 5.6%, and Tencent's $5.7bn bond deal: this week's three hottest questions, plus key events and next week's calendar. Share your AI chat in the comments to earn 288 task coins.
I believe the market pullback is healthy especially in tech. Much needed if we want the bull market to continue which has been pretty resilient considering all the headlines and narratives.
Western Digital grew revenue 55% and raised its dividend, then fell 6%. Lam Research beat and fell twice as hard. At home, banks slip while REITs bounce. Let's dig in 👇💬 Chip stocks are selling off on...
I see this chip selloff as a potential opportunity, but I am not rushing to buy the dip just yet. $Western Digital(WDC.US) and $Lam Research(LRCX.US) both delivered strong earnings, yet their share prices fell sharply, showing that beating expectations is not always enough when investors are worried about supply constraints, valuations and future demand. The weakness in $Micron Tech(MU.US) and $Sandisk(SNDK.US) also suggests that market sentiment toward the semiconductor sector has turned cautious.
I remain bullish on the long-term AI and semiconductor growth story, especially memory chips and data-center infrastructure, but I believe patience is important during earnings season. I will continue monitoring technical support levels and wait for signs of stabilization before adding more. If prices correct further while fundamentals remain strong, I may consider accumulating gradually rather than trying to catch the bottom. For me, protecting profits and maintaining discipline are just as important as finding new opportunities.
Western Digital grew revenue 55% and raised its dividend, then fell 6%. Lam Research beat and fell twice as hard. At home, banks slip while REITs bounce. Let's dig in 👇💬 Chip stocks are selling off on...
