EskiSignal

Why Are Semiconductor Stocks Moving? Chips, AI, and the Memory Cycle

Why Are Semiconductor Stocks Moving? Chips, AI, and the Memory Cycle

Caglar A.
July 12, 2026

Micron, Nvidia, Intel, and Broadcom swung 8-12% today on tightening memory supply and fresh AI demand commentary.

What Is the SOX? The Semiconductor Index Explained

What Is the SOX? The Semiconductor Index Explained

Caglar A.
July 6, 2026

The SOX tracks 30 leading chip companies and often moves before the broader market reacts to AI or demand shifts.