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7/7 (Tue) Samsung's Q2 earnings triggered a second global chip selloff: INTC -9.66% / WDC -7.86% / MRVL -7.45% / SNDK -7.26%, SMH -3.78%; energy & pharma took the baton (XOM +3.85%, GILD +5.21%); NET +8.60% topped gainers; Nasdaq -1.16%, S&P -0.45%, Dow -0.25%; breadth 102:97 balanced — rota…
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7/6 (Mon) reopen: AI hardware rallies, memory stabilizes — Dow +0.29% to 53,055.91 (record), S&P +0.72%, Nasdaq +1.12%, SMH +2.03%; ANET +8.31%, WDC +7.14%, TSLA +6.69% (Robotaxi Miami), AMD +6.61%; pharma defensives give back; breadth 116:82 bullish.
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Memory/equipment rout day two as AAPL and pharma defensives lead the counterattack — Dow +1.14% to a record 52,900.07, S&P flat at 7,483.24, Nasdaq -0.80%; June payrolls +57K, far below expectations; VIX eases to 16.15. US market closed 7/3, reopens 7/6.
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Great AI-infrastructure rotation — memory/semi crash vs software-platform counterattack: S&P 500 -0.22% at 7,483.23, Nasdaq -0.66%, Dow -0.03%; SMH -5.40% led lower while Meta +8.81% led the Mag7 counterattack. June payrolls out early tonight; early close 7/2, closed 7/3.
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US 07/01: Semis extend their lead, closing the strongest quarter in nearly six years — SNDK +10.89% tops gainers; on 6/30 all three indexes closed green, S&P +0.79% at a record 7,499.36, SMH +3.78% carried the tape; equipment & memory took the second leg.
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US 06/30 — Semis equipment & memory V-shaped revenge rebound; all three indices close green with the Dow at a record high (Dow +0.59% / S&P +1.18% / Nasdaq Composite +2.07%). US-Iran de-escalation + fading OpenAI IPO concerns, VIX eases to 17.65, breadth turns positive.
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US 06/27 — OpenAI reportedly delays its IPO to 2027, hammering the AI trade; memory & semis take profits and crash while software & healthcare take the baton. All three indices close roughly flat (Dow -0.09% / S&P -0.05% / Nasdaq Composite -0.24%), VIX eases to 18.41, oil crashes -3.5%.
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US 06/26 [MU earnings blowout feeds the whole village, memory + equipment euphoria vs. Apple memory-crisis selloff -6.12%: on 6/25 the three major indices diverged (Dow +0.14% / S&P -0.01% / Nasdaq Composite -0.46% /
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US 06/25 — Micron's earnings blowout (+14.9% after-hours to $1,205) reignites the memory rally; on 6/24 cash equities stabilized with rotation into defensive consumer (Dow +0.35% / S&P -0.10% / Nasdaq -0.43% / SMH -0.50%). Tonight: 6/25 PCE.
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6/23 (Tue): a global tech rout and semiconductor slaughter — KOSPI down nearly -10% dragged the Asian chain; the three major indices closed at one-week lows, money rotated into defensives, VIX spiked to 19.49. Micron reports tonight 6/24.
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Mon 6/22: AI capex fears slammed mega-cap tech in a broad selloff; the three indexes diverged (Dow +0.29% / S&P -0.37% / Nasdaq -1.32%); only memory & semis bucked the trend (MU +6.82%, SMH +1.37%), VIX up to 17.28. MU earnings 6/24, PCE 6/25 ahead.
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Semis stage a revenge rally; all three indices close green (Nasdaq +1.91% / S&P +1.08% / Dow +0.14%), SMH +5.76% leading; chips explode (INTC +10.64% / SNDK +11.54% / KLAC +8.73% / MU +8.70%); U.S.–Iran peace lifts sentiment, Russell +2.12%, VIX -11% to 16.40, breadth back positive 117:83.