Semiconductor News & Analysis Feed

Smart Money is Leaving Nvidia for This AI Chip Stock Ananda Banerjee June 29, 2026 5 min read NVDA +0.37% MU +0.94% Explore stocks on Coinbase Trading disclosure Nvidia stock price keeps sliding, yet the usual dip buyers are missing. Institutional money flow on the stock is the most negative of any major chip name, which means big investors are stepping back instead of loading up. That single fa

The pre-market session on Thursday was a wall of green. Micron Technology (NASDAQ:MU | MU Price Prediction) ripped 12.32% intraday to $1,177.73 after a fiscal Q3 report that redefined what an AI-cycle blowout looks like. The rest of the memory complex came along for the ride. On CNBC the same morning, Global X’s Seana Smith framed the earnings report as vindication, saying “the beat and raise… ver

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