--- title: "U.S. stock night market fluctuations: ON Semiconductor fell 3.48% in night trading, short-term selling pressure difficult to resist despite AI benefits" type: "News" locale: "en" url: "https://longbridge.com/en/news/292989908.md" description: "ON Semiconductor fell 3.48% in the after-hours market; Micron Technology fell 4.41% in the after-hours market, with a transaction volume of USD 596 million; NVIDIA fell 2.68% in the after-hours market, with a transaction volume of USD 120 million; Intel fell 4.82% in the after-hours market, with a transaction volume of USD 109 million" datetime: "2026-07-17T05:42:19.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/292989908.md) - [en](https://longbridge.com/en/news/292989908.md) - [zh-HK](https://longbridge.com/zh-HK/news/292989908.md) --- # U.S. stock night market fluctuations: ON Semiconductor fell 3.48% in night trading, short-term selling pressure difficult to resist despite AI benefits **U.S. Stock Night Market Movements** ON Semiconductor fell 3.48% in the night market. Based on recent key news: 1. On July 15, Hangke Technology's subsidiary successfully integrated into ON Semiconductor's global supply chain system, becoming its global supplier. This collaboration marks the recognition of Hangke Instruments by a leading international semiconductor company and may positively impact ON Semiconductor's supply chain stability. 2. On July 14, 24/7 Wall St. predicted a target price of $123.74 for ON Semiconductor with a buy rating, due to its recovering profit margins and accelerated AI data center growth. If the second-quarter performance meets expectations, the stock price may rise. 3. On July 14, BofA predicted that sales of AI-related analog chips would grow by 50%-100%, with ON Semiconductor considered one of the beneficiaries. Improved industrial demand after inventory adjustments may drive the stock price up. AI-driven demand is boosting the outlook for analog chips. **Stocks with High Trading Volume in the Industry** Micron Technology fell 4.41% in the night market. Based on recent news: 1. On July 16, Micron Technology announced a long-term agreement with Qualcomm and other automotive supply chain players to ensure the supply of memory and storage components needed for AI vehicles. This news indicates strong AI demand but failed to prevent the stock price from falling. 2. On July 17, analysts pointed out that the market underestimated Micron's potential profitability, but semiconductor stocks were generally sold off, causing Micron's stock price to drop by 5.65%. 3. On July 14, KeyBanc analysts raised Micron's target price to $1,750, believing that the supply-demand tightness in the memory market would continue until 2027. However, concerns about oversupply in the market led to stock price fluctuations. The semiconductor industry has been highly volatile recently, requiring attention to supply-demand changes. NVIDIA fell 2.68% 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 RMB. Shenghong Technology clarified that the rumors were false and emphasized that cooperation with NVIDIA was proceeding normally. This news raised market concerns about NVIDIA's supply chain stability, leading to stock price fluctuations. 2. On July 14, after stricter compliance reviews, NVIDIA reduced its list of Asian customers, resulting in a decrease of more than half in the number of customers authorized to purchase its AI chips. This move may affect NVIDIA's sales in the Asian market and increase market doubts about its future growth. 3. On July 14, Morgan Stanley reiterated that Broadcom is a core AI winner, closely followed by NVIDIA in second place. This evaluation may put pressure on NVIDIA's market position and affect investor confidence. AI demand remains healthy, but market sentiment is volatile. Intel fell 4.82% in the night market. Based on recent news: 1. On July 16, the U.S. June PPI data unexpectedly slowed, leading to a decrease in market expectations for Federal Reserve interest rate hikes, causing a general decline in technology stocks, with Intel being affected and falling 4.82% 2. On July 15, Intel announced a €5 billion capital investment plan to expand its manufacturing base in Leixlip, Ireland. Despite long-term optimism, there are concerns about the financial pressure of large-scale investments in the short term, leading to a decline in stock prices. 3. On July 14, KeyBanc raised Intel's target stock price from $110 to $155. Although analysts are optimistic, concerns about short-term profitability remain, causing stock price fluctuations. Market expectations for AI-related demand have increased, but short-term volatility risks remain high ### Related Stocks - [ON.US](https://longbridge.com/en/quote/ON.US.md) - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) ## Related News & Research - [AI investing genius Leopold Aschenbrenner owns 20% of this AI stock. Should you buy it too?](https://longbridge.com/en/news/293820947.md) - [AI's new North Star: Intelligence per dollar](https://longbridge.com/en/news/293823098.md) - [AI is quietly becoming an unofficial and potentially unwanted 'third' in relationships](https://longbridge.com/en/news/293839765.md) - [AccuKnox Wins Best AI Startup Award for Enterprise Agentic AI Security at BSides Bangalore](https://longbridge.com/en/news/293427106.md) - [The Nvidia-Led AI Supercycle Is Accelerating — and Taiwan Just Confirmed It](https://longbridge.com/en/news/293478407.md)