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科技股因對人工智能的擔憂而下跌;美光科技在尾盤交易中反彈——科技綜述

LongbridgeAI總結完成,以下是我提取的核心信息

科技股因行業輪動而下跌,但美光科技在盤後交易中因強勁的人工智能驅動的內存芯片需求上漲超過 15%。相反,Cerebras Systems 儘管超出盈利預期卻大幅下跌。與此同時,SK 海力士計劃通過在美國上市籌集 290 億美元用於人工智能擴展,OpenAI 則與博通合作開發定製的人工智能芯片

Shares of technology companies slid as traders continued to rotate out of the sector.

A surge in Micron Technology shares after the session indicated the tech rally could soon resume, however.

Shares of AI chip maker Cerebras Systems plunged despite reporting better-than-anticipated earnings Tuesday. Similarly, Micron, which is up more than sevenfold from a year ago, was down by more than 5% at one stage ahead of its earnings report. Micron shares rose by more than 15% in late trading as AI demand drove up prices of memory chips and the company's quarterly revenue.

"The problem is a lot of investors are buying things simply because they're up without understanding why they're buying it or what they're buying for that matter," said Oliver Pursche, senior vice president at financial advisory Wealthspire.

South Korean chip maker SK Hynix plans to raise more than $29 billion for AI expansion through a U.S. listing, one of the largest ever share sales.

OpenAI and Broadcom collaborated to develop a custom artificial-intelligence chip, marking the next step in the ChatGPT-parent's strategy to build out a full stack behind its models and products.

 

Write to Rob Curran at rob.curran@dowjones.com

(END) Dow Jones Newswires

June 24, 2026 18:49 ET (22:49 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

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