Updated
Updated · TradingView · Jul 10
Nasdaq 100 Falls 0.5% as S&P 500, Dow Edge Up on Chip Volatility
Updated
Updated · TradingView · Jul 10

Nasdaq 100 Falls 0.5% as S&P 500, Dow Edge Up on Chip Volatility

3 articles · Updated · TradingView · Jul 10

Summary

  • The Nasdaq 100 slipped 0.5% Friday while the S&P 500 and Dow eked out gains, as swings in heavyweight chip stocks split the market.
  • SK Hynix’s upcoming U.S. debut for the largest first-time share sale by a foreign company and reports the deal was seven times oversubscribed lifted AI infrastructure names, especially memory makers after Micron raised investment guidance.
  • That chip rally faded in the speculative corner, with Micron and Sandisk both down more than 2%, leaving the Dow relatively insulated because it has little direct semiconductor exposure.
  • Treasury yields pulled back as oil halted its rebound, easing fears of another Fed rate hike and giving financials and other traditional sectors room to recover; Delta rose 2% after strong earnings and a dividend increase.

Insights

Has the AI revolution finally ended the semiconductor industry's historic boom-and-bust cycle?
Could a software breakthrough unexpectedly deflate the booming market for AI memory chips?