01 Jul 2026
US Stocks H1 Wrap: Philadelphia Semiconductor Index Doubles; Microsoft Sheds $1.23 Trillion, Leading 'Magnificent Seven' Declines
The first half of 2026 officially closed with a dramatic reshuffling within US technology stocks. The "Magnificent Seven" that once dominated the market have lost their luster, while memory chips and semiconductor equipment makers — previously viewed as cyclical sectors — have emerged as the most direct beneficiaries of the AI wave.
01 Jul 2026
MU, INTC, AMD, NVDA And Other Chip Stocks Slide — BofA’s Bubble Risk Indicator Shows Rising Risks For Tech, Semiconductor Stocks
Key points: BofA’s Bubble Risk Indicator flashed a warning sign for U.S. tech and semiconductor stocks. According to a Reuters report, the Bubble Risk Indicator is currently at 0.91 for the PHLX Semiconductor Sector and 0.82 for the Technology Select Sector. Likewise, the indicator is currently at 0.69 for the Nasdaq 100 index.
01 Jul 2026
'Big Short' investor Michael Burry reveals fresh bets against Tesla, Nvidia, and Caterpillar
Michael Burry has placed fresh bets against Tesla, Caterpillar, Nvidia, Applied Materials, and an index of microchip stocks.
30 Jun 2026
Artificial Intelligence and the invisible revolution: A Mugglehead roundup
The debate over artificial intelligence has extended far beyond chatbots. Now it’s about who gets hired and fired, who and what gets electricity, how communities use water and what jobs get to survive into the next decade. From courtrooms and corporate boardrooms to city streets and data centres, AI is increasingly influencing decisions that shape everyday life. Consequently, a growing number of…
29 Jun 2026
May Industrial Production and Investment Decline Amid Semiconductor Impact
May 2026 Industrial Activity Trends. [Photo=National Data Agency] Industrial production across all sectors fell last month due to weak mining and manufacturing, with facility investment also declining. Despite a boost in semiconductor exports, the sector's performance did not significantly impact overall industrial activity. However, retail sales saw a slight increase due to higher demand for…
29 Jun 2026
Russia’s Rassvet ambition: Sovereignty in space beyond Starlink
The contest for technological supremacy is no longer confined to artificial intelligence, semiconductors, or quantum computing. Increasingly, it is unfolding hundreds of kilometers above Earth, where satellites have become indispensable instruments of national power. Communications, navigation, military coordination, financial transactions, emergency services, and internet connectivity all depend…
29 Jun 2026
Morgan Stanley warns of potential climax in silver, semiconductor markets
When silver miners and chip stocks start moving in lockstep, something interesting is happening. When Morgan Stanley’s top equity strategist calls it a potential peak, something interesting just became something urgent.
27 Jun 2026
Nvidia's Market Cap Just Fell Below $5 Trillion. Here's Why It's a Buying Opportunity
Is Nvidia 's ( NVDA 1.42% ) incredible run finally over? Since the company released its latest earnings report -- for the first quarter of its fiscal year 2027, ending April 26 -- on May 20, the stock has been trending south. Nvidia's market cap recently dipped below $5 trillion, after peaking at above $5.5 trillion earlier this year. However, despite the market's skepticism, there remain…
26 Jun 2026
Engineering the next generation of semiconductor materials, one layer at a time
Silicon is an essential element for creating semiconductors, the building blocks of all modern-day computing technologies. However, as devices continue to shrink, engineers are approaching the limits of what silicon can achieve. It’s time for some new materials. As a Ph.D. student in the Advanced Devices and Sustainable Energy Laboratory (ADSEL) , Sengunthar Karthikeyan is helping to reinvent the…
