--- title: "U.S. stock night market volatility: Semtech fell 3.64% in the night market, concerns arise from executive sell-off" type: "News" locale: "en" url: "https://longbridge.com/en/news/292988316.md" description: "Semtech fell 3.64% in the night session; Micron Technology fell 3.69% in the night session, with a transaction volume of USD 560 million; NVIDIA fell 2.57% in the night session, with a transaction volume of USD 112 million; Intel fell 4.21% in the night session, with a transaction volume of USD 102 million" datetime: "2026-07-17T05:26:53.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/292988316.md) - [en](https://longbridge.com/en/news/292988316.md) - [zh-HK](https://longbridge.com/zh-HK/news/292988316.md) generator: "portal-rs" --- # U.S. stock night market volatility: Semtech fell 3.64% in the night market, concerns arise from executive sell-off **U.S. Stock Night Market Movements** Semtech fell 3.64% in the night market. Based on recent key news: 1. On July 14, Semtech's President and CEO, Hou Qinghua, sold 2,000 shares of common stock at a trading price of $133 per share. This move may raise market concerns about internal confidence in the company, leading to a decline in stock price. 2. On July 14, GF Securities estimated that Semtech's revenue will reach $466 million in fiscal year 2027 and $1.22 billion in fiscal year 2028. Although the long-term outlook is positive, the market may take a wait-and-see attitude towards the company's current growth momentum in the short term. 3. Recently, there has been increased market attention on NPO (Near Packaging Optical) technology, and Semtech is considered to have potential in this field. However, the complexity and uncertainty of technological transformation may lead to fluctuations in investor sentiment. The acceleration of technological transformation in the optical industry has intensified market volatility. **Stocks with High Trading Volume in the Industry** Micron Technology fell 3.69% in the night market. Based on recent key news: 1. On July 17, the market's long-term outlook for Micron has not fully turned bearish. Despite the decline in stock price, analysts remain optimistic about its future performance, expecting AI capital expenditures to alleviate concerns about demand slowdown. Micron's stock price fell by 5.7%. Source: FactSet 2. On July 14, Micron announced a $500 million strategic financing to GlobalWafers and signed a ten-year silicon wafer supply agreement. This move aims to secure future key raw material supplies and support semiconductor supply chain investments. Source: MoneyDJ 3. On July 14, KeyBanc analysts raised Micron's target price to $1,750, expecting tight supply and demand in the memory market to continue until 2027. Source: KeyBanc The semiconductor industry faces tight supply and demand, with high price volatility risks. NVIDIA fell 2.57% in the night market. Based on recent key news: 1. On July 14, there were rumors that NVIDIA might no longer cooperate with Shenghong Technology, involving an order amount of 5 billion yuan. Shenghong Technology clarified that the rumors were false, but the market raised concerns about NVIDIA's supply chain stability, leading to stock price fluctuations. 2. On July 14, NVIDIA strengthened compliance reviews and reduced its list of Asian customers, leading to market doubts about its sales prospects, affecting stock price performance. 3. On July 16, NVIDIA CEO Jensen Huang stated that the company's AI accelerated computing systems have entered the production phase, enhancing market expectations for its future growth, but in the short term, stock prices are still influenced by market sentiment. Strong AI demand leads to market sentiment fluctuations. Intel fell 4.21% in the night market. Based on recent key news: 1. On July 16, Intel announced that it would integrate advanced Gemini-driven generative AI across its global workforce. This move may raise market concerns about its technological integration capabilities, leading to a decline in stock price. Source: Benzinga 2. On July 15, at the JP Morgan Global Technology Conference, Intel's CEO revealed that the 18A process has supported the mass production of Panther Lake, with yields exceeding expectations. Despite significant technological advancements, the market still has doubts about the stability of its large-scale production, affecting stock performance. Source: Zhitong Finance 3. On July 14, Intel announced the launch of a €5 billion capital investment plan to expand its manufacturing base in Ireland to meet the demand for AI and high-performance computing. Although the investment plan shows growth potential, it may increase financial pressure in the short term, affecting stock prices. Source: Wall Street Insight AI demand growth, semiconductor industry volatility intensifies ### Related Stocks - [SMTC.US](https://longbridge.com/en/quote/SMTC.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) ## Related News & Research - [Semtech EVP, COO Asaf Silberstein disposes of 5,000 common shares for $750,000](https://longbridge.com/en/news/296394319.md) - [Taiwan July export orders grows at fastest pace in 4 months on strong AI demand](https://longbridge.com/en/news/296458211.md) - [GEOPOLITICS | Modi Pledges More Chip Plants and Nuclear Reactors in India](https://longbridge.com/en/news/295989107.md) - [Semtech to host data center teach-in event, webcast planned](https://longbridge.com/en/news/296110535.md) - [Micron Technology, Inc. Plans USD10 billion AI Memory Chip R&D Center](https://longbridge.com/en/news/296551150.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**