AMD Stock Rebounds Amid Nvidia Delay and Valuation Concerns
Markets Daniel Marsh

AMD Stock Rebounds Amid Nvidia Delay and Valuation Concerns

AMD shares rose 2.47% in premarket trading, recovering 56% of the prior session's loss, driven by Nvidia delay news and a customer update.

AMD NVDA INTC SOXX QQQ
Sandisk recovers $13.8B in premarket but remains $28.8B below peak after selloff
Technology Sarah Chen

Sandisk recovers $13.8B in premarket but remains $28.8B below peak after selloff

Sandisk (SNDK) gained 5.33% in premarket trading Monday, recovering $13.8B in value, but shares remain $28.8B below the July 2 close after a 14.13% drop erased $42.5B.

SNDK
Micron's HBM Supply Plan Faces New Rival as SK Hynix Begins U.S. ADR Sale
Technology Sarah Chen

Micron's HBM Supply Plan Faces New Rival as SK Hynix Begins U.S. ADR Sale

Micron shares rebound pre-market as SK Hynix begins a $28.07 billion U.S. ADR sale, challenging Micron's scarcity premium in AI memory. Micron plans $9.3 billion HBM plant in Hiroshima.

MU ASML
AT&T Faces Dual Pressure as Dividend Date Nears Amid Starlink Concerns
Markets Daniel Marsh

AT&T Faces Dual Pressure as Dividend Date Nears Amid Starlink Concerns

AT&T shares fell 9.4% last week, wiping out roughly $18 billion in market value, as Starlink's potential mobile entry spooks investors. The dividend record date is July 10.

T TMUS VZ
Fuel Price Slide Renews Earnings Sensitivity for American Airlines
Markets Daniel Marsh

Fuel Price Slide Renews Earnings Sensitivity for American Airlines

American Airlines shares fell 1.3% in pre-market as Brent crude slid on OPEC+ output hike. Fuel cost relief renews focus on earnings sensitivity, with AAL most exposed.

AAL UAL DAL LUV
Nvidia Faces Key $200 Test After Chip Selloff, Samsung and SK Hynix in Focus
Markets Daniel Marsh

Nvidia Faces Key $200 Test After Chip Selloff, Samsung and SK Hynix in Focus

Nvidia shares near $200 as chip stocks slip before the holiday. Samsung and SK Hynix updates could influence AI supply costs.

NVDA GOOGL SNDK QQQ SPY
SpaceX Faces Rising Starlink Satellite Disposal Costs Ahead of Nasdaq 100 Debut
Technology Sarah Chen

SpaceX Faces Rising Starlink Satellite Disposal Costs Ahead of Nasdaq 100 Debut

SpaceX decommissioned 609 Starlink satellites, representing 5.7% of its operational fleet, as the company faces significant disposal costs ahead of its Nasdaq 100 inclusion next week.

JPM MORN NVDA
MP Materials' Drop Reflects Magnet Strategy Risks Over China Sales
Markets Daniel Marsh

MP Materials' Drop Reflects Magnet Strategy Risks Over China Sales

MP Materials dropped 13.4% in June after China added it to an export-control list, shifting investor focus from concentrate sales to the cost and timing of its U.S. magnet ramp.

MP USAR GM JPM GS REMX
Nasdaq Futures Lead Wall Street Higher as Chip Rotation Concerns Linger
Markets Daniel Marsh

Nasdaq Futures Lead Wall Street Higher as Chip Rotation Concerns Linger

Nasdaq futures jumped 1.06% early Monday, outpacing the Dow and S&P 500, as investors weigh a rotation out of chip stocks ahead of key earnings and Fed minutes.

PEP DAL AAPL NVDA SNDK SOXQ USO GLD
India VIX Hovers Near Four-Month Low Amid Calm Nifty Rally
Markets Daniel Marsh

India VIX Hovers Near Four-Month Low Amid Calm Nifty Rally

India VIX trades near a four-month low, signaling reduced market fear as the Nifty rally continues. The low volatility environment supports the rally, with banks leading gains.

Q2 Inflows Surge as Rally Fuels Demand for U.S. Stock Funds
Markets Daniel Marsh

Q2 Inflows Surge as Rally Fuels Demand for U.S. Stock Funds

U.S. stock funds attracted significant net inflows in Q2, driven by the market rally. SpaceX is set to join the Nasdaq-100, while Capcom and Wheaton Precious Metals highlight growth and valuation opportunities.

QQQ WPM SPY
BofA Flags S&P 500's 7,100 Level as Key Test for AI Rally
Markets Daniel Marsh

BofA Flags S&P 500's 7,100 Level as Key Test for AI Rally

Bank of America warns the S&P 500's AI-driven rally could face its first major test near the 7,100 level, with technical signals and extreme speculation suggesting a correction may be imminent.

BAC NVDA SNDK MSFT GOOGL AMZN SOXQ