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Sector Spotlight: AI Semiconductors — $1.3T Market on the Rebound
A deep dive into the AI semiconductor supercycle after June 2026's historic selloff. Price data, key companies, macro drivers, earnings, technicals, and the IDC/Gartner $1T+ revenue thesis.
Weekly Market Pulse: June 22–26
Micron shatters estimates with $41.5B record revenue, Qualcomm unveils Dragonfly data center CPU with Meta as launch customer, PCE inflation hits 4.1%, ON Semi crashes 23% on $7B Synaptics deal, and TSMC hikes foundry prices 5-10%.
Macro Economic Outlook June 2026: Sticky Inflation, Hawkish Fed, and the AI CapEx Paradox
May CPI at 4.25% forces a hawkish Fed hold, tech layoffs hit 155K YTD while AI capex surges to $765B, and the housing market stalls at 6.49% mortgage rates — what the macro picture means for AI infrastructure names.
Advanced Micro Devices, Inc.
AMD (AMD Stock) | Deep analysis, price prediction, AI score, technical analysis, smart money flow, and game theory equilibrium.
Sentiment & Market Flow: SpaceX IPO Sucks Retail Out of AI, Micron Ignites Recovery
Retail investors sold AI favorites to chase SpaceX's landmark IPO, hedge funds trimmed Mag7 positions, and Micron's blowout earnings reignited the semiconductor rally — a comprehensive look at sentiment, options flow, and short interest across AI infrastructure names.
Amazon.com, Inc.
AMZN (AMZN Stock) | Deep analysis, price prediction, AI score, technical analysis, smart money flow, and game theory equilibrium.
Arm Holdings plc
ARM (ARM Stock) | Deep analysis, price prediction, AI score, technical analysis, smart money flow, and game theory equilibrium.