--- title: "U.S. Chess Champion Feels Some July Chill, But Leaves the S&P 500 in the Cold" type: "News" locale: "en" url: "https://longbridge.com/en/news/294698054.md" description: "U.S. Chess Champion Hikaru Nakamura's TipRanks portfolio faced a 10.29% monthly loss in July due to declines in space and chip stocks like ASTS and Broadcom, amid AI demand fears. However, his long-term total return remains strong at 22.5% since September 2024, with an 8.2% alpha over the S&P 500. Key gains came from Intel (INTC) and Alphabet (GOOG), driven by AI trends." datetime: "2026-08-03T12:55:36.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294698054.md) - [en](https://longbridge.com/en/news/294698054.md) - [zh-HK](https://longbridge.com/zh-HK/news/294698054.md) generator: "portal-rs" --- # U.S. Chess Champion Feels Some July Chill, But Leaves the S&P 500 in the Cold U.S. chess champion Hikaru Nakamura's TipRanks investment portfolio felt the chill in July, hit by faltering space and chip stocks. ### Claim 55% Off TipRanks AMZO: built for a short position on AMZN However, Hikaru's portfolio is still delivering the heat with an impressively strong overall return. In this monthly round-up, we look at the stocks which have helped and hindered Hikaru during the period, which has been dominated by continued uncertainty in the Middle East and nervousness over the strength of the AI revolution. ## **Key Stocks** Let's look at two stocks which have powered Hikaru higher over the last month. - Chip maker Intel (INTC) has recorded a remarkable 151.11% holding gain for the chess champ since he bought the stock on September 26, 2025. It has been boosted by the continued surge in demand for AI. - Tech titan Alphabet Class C (GOOG) is sitting on a 41.53% holding gain, again boosted by the AI evolution. Two holdings which have pummeled Hikaru over the last month include AST Space Mobile (ASTS) which is sitting on a 38.93% loss and has recently been hit by competition from the SpaceX (SPCX) IPO. Chip maker Broadcom (AVGO) is down 4.89% since Hikaru bought shares on June 18 and the Direxion Daily Semiconductors Top 5 Bear 2X ETF (TSXD) is down 31.66%. This is down to a wobble in investor sentiment for the chip sector given fears over continued demand and capacity. Overall, Hikaru has suffered a 10.29% loss over a one-month period. However, his total return since September 15 last year is 22.5% and he has an 8.2% alpha over the S&P 500. He has a success rate of 56% and an average return per transaction of 5.78%. ### Related Stocks - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [ASTS.US](https://longbridge.com/en/quote/ASTS.US.md) - [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md) - [AVS.US](https://longbridge.com/en/quote/AVS.US.md) - [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md) - [INTW.US](https://longbridge.com/en/quote/INTW.US.md) - [AVGW.US](https://longbridge.com/en/quote/AVGW.US.md) - [GOOW.US](https://longbridge.com/en/quote/GOOW.US.md) - [AVGG.US](https://longbridge.com/en/quote/AVGG.US.md) - [AVGU.US](https://longbridge.com/en/quote/AVGU.US.md) - [ASTX.US](https://longbridge.com/en/quote/ASTX.US.md) - [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md) - [GOOY.US](https://longbridge.com/en/quote/GOOY.US.md) - [GOU.US](https://longbridge.com/en/quote/GOU.US.md) - [GOOX.US](https://longbridge.com/en/quote/GOOX.US.md) - [GOOP.US](https://longbridge.com/en/quote/GOOP.US.md) - [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md) - [ASUP.US](https://longbridge.com/en/quote/ASUP.US.md) - [ASTN.US](https://longbridge.com/en/quote/ASTN.US.md) - [SPY.US](https://longbridge.com/en/quote/SPY.US.md) - [IVV.US](https://longbridge.com/en/quote/IVV.US.md) - [VOO.US](https://longbridge.com/en/quote/VOO.US.md) - [SPLG.US](https://longbridge.com/en/quote/SPLG.US.md) - [SPXL.US](https://longbridge.com/en/quote/SPXL.US.md) - [UPRO.US](https://longbridge.com/en/quote/UPRO.US.md) - [SSO.US](https://longbridge.com/en/quote/SSO.US.md) - [SH.US](https://longbridge.com/en/quote/SH.US.md) - [SPXS.US](https://longbridge.com/en/quote/SPXS.US.md) - [SPXU.US](https://longbridge.com/en/quote/SPXU.US.md) - [SDS.US](https://longbridge.com/en/quote/SDS.US.md) - [SPYI.US](https://longbridge.com/en/quote/SPYI.US.md) - [JEPI.US](https://longbridge.com/en/quote/JEPI.US.md) - [XYLD.US](https://longbridge.com/en/quote/XYLD.US.md) - [AVGX.US](https://longbridge.com/en/quote/AVGX.US.md) - [AVL.US](https://longbridge.com/en/quote/AVL.US.md) - [LINT.US](https://longbridge.com/en/quote/LINT.US.md) - [INYY.US](https://longbridge.com/en/quote/INYY.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md) - [04335.HK](https://longbridge.com/en/quote/04335.HK.md) - [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md) - [SPCX.US](https://longbridge.com/en/quote/SPCX.US.md) - [TSXD.US](https://longbridge.com/en/quote/TSXD.US.md) ## Related News & Research - [Google Lost About $186 Billion After 4 of Its Top AI Researchers Left, but Sundar Pichai Says Google Will Be ‘A Founding Investor’ Anyway](https://longbridge.com/en/news/296636401.md) - [Google gives publishers a new way to fight AI-driven traffic losses](https://longbridge.com/en/news/296528419.md) - [Higgsfield raises $400 million in Series B at $5.4 billion valuation, Intel Capital joins round](https://longbridge.com/en/news/296370991.md) - [India Orders Google to Shut Down Hundreds of Firebase Accounts After Bank Scam Wave: Report](https://longbridge.com/en/news/296605708.md) - [UBS Global Wealth Management lifts S&P 500 year-end target to 8,100](https://longbridge.com/en/news/296597853.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**