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AI Stocks

Is the AI Selloff Over? The Week Ahead for Chips, Tech and the Fed

After a rough week, investors return to one big question: is the AI selloff over, or is there more pain to come? Chip stocks just had their ugliest run in months, and a surprisingly weak jobs report added to the uncertainty. In our view, the coming week is less about fresh news and more about…

ByUjjwal Maheshwari19 minutes ago

Western Digital (NASDAQ:WDC) Falls 10% in the Memory Rout, but Analysts Just Raised Targets to US$732

Western Digital (NASDAQ:WDC) fell about 10% to around US$539 on Thursday, 2 July, swept up in a broad selloff across memory and storage stocks. What makes the move striking is the timing: it came even though the stock is up around 250% this year and just as BofA lifted its price target to US$732. In…

ByUjjwal Maheshwari3 hours ago

AI Chip Stocks Just Wiped Out Billions: Buying Opportunity or the Top of the AI Trade?

AI chip stocks just had one of their ugliest sessions in months, erasing tens of billions of dollars in value in hours. It leaves investors with one urgent question: buy the dip, or brace for the first real crack in the AI trade? In our view, this looks far more like a correction than a…

ByUjjwal Maheshwari2 days ago

Enlitic (ASX:ENL) locks in A$15m raise and finally clears the convertible note overhang

Enlitic (ASX:ENL) has secured a A$15m conditional placement and will convert its A$10m note stack, leaving A$18m pro forma cash and no debt.

ByCharlie Youlden3 days ago

SK Hynix and Samsung stocks crashing on Kospi during AI memory selloff

Micron’s Rivals Just Crashed 14%: What SK Hynix and Samsung’s Slide Means for the Memory Trade

The global AI selloff has spread to Asia, and it hit hard. On Thursday, 2 July 2026, South Korea's two memory giants tumbled: SK Hynix fell about 14.6%, and Samsung Electronics dropped about 9%. The selling was so heavy it forced an emergency pause in trading on the Kospi, South Korea's main stock index. For…

ByUjjwal Maheshwari3 days ago

Megaport (ASX:MP1) retail raise closes 105% subscribed as the AI dilution debate settles

Megaport (ASX:MP1) closes its A$308m retail entitlement offer at 105% take-up, settling the dilution debate and shifting focus to AI execution.

ByCharlie Youlden4 days ago

Echo IQ (ASX:EIQ) locks up 1 million echo studies in a moat-building move

Echo IQ (ASX:EIQ) secures exclusive access to up to 1 million echocardiography studies through a binding data licensing deal with Advara HeartCare.

ByCharlie Youlden4 days ago

AI chip stocks rally as AMD Micron Marvell post record quarter

AMD, Micron and Marvell Just Had a Blockbuster Quarter: Is It Too Late to Buy AI Chip Stocks?

The AI chip trade just delivered one of the most staggering quarters in market history. In the three months to June, Micron, Intel and AMD added roughly US$2 trillion in combined market value, and the VanEck Semiconductor ETF (NASDAQ: SMH) posted its best quarter since 2000. The interesting part? Nvidia, the poster child of the…

ByUjjwal Maheshwari4 days ago

Archer Materials (ASX:AXE) signs IonQ deal that reframes the entire equity story

Archer Materials (ASX:AXE) has signed a three-year Quantum Compute Agreement with NYSE-listed IonQ, opening a sovereign Australian quantum path.

ByCharlie Youlden5 days ago

Echo IQ (ASX:EIQ) raises A$110m at a tight 8.8% discount

Echo IQ (ASX:EIQ) has raised A$110m at a tight 8.8% discount to fund US commercial expansion of its EchoSolv AI cardiac diagnostic platform.

ByCharlie Youlden5 days ago

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AI Stocks

Is the AI Selloff Over? The Week Ahead for Chips, Tech and the Fed

Western Digital (NASDAQ:WDC) Falls 10% in the Memory Rout, but Analysts Just Raised Targets to US$732

AI Chip Stocks Just Wiped Out Billions: Buying Opportunity or the Top of the AI Trade?

Enlitic (ASX:ENL) locks in A$15m raise and finally clears the convertible note overhang

Micron’s Rivals Just Crashed 14%: What SK Hynix and Samsung’s Slide Means for the Memory Trade

Megaport (ASX:MP1) retail raise closes 105% subscribed as the AI dilution debate settles

Echo IQ (ASX:EIQ) locks up 1 million echo studies in a moat-building move

AMD, Micron and Marvell Just Had a Blockbuster Quarter: Is It Too Late to Buy AI Chip Stocks?

Archer Materials (ASX:AXE) signs IonQ deal that reframes the entire equity story

Echo IQ (ASX:EIQ) raises A$110m at a tight 8.8% discount

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