
MUNASDAQSemiconductors
$931.24
Up+$17.11 (+1.87%)today
Market closed · refreshes every 30sLast trade Oct 15, 4:00 PM EDT
Cathie Wood is steering ARK away from memory chips just as Micron and SanDisk post some of the fastest margin expansions in their histories, and her reasoning about Chinese rivals may explain why those gains look fragile.
The Dow Jones index finishes higher Thursday while the Nasdaq erased its loss.
Micron just posted one of the most extraordinary years any chipmaker has had.
Micron may have had a great 2026, but greater returns are in its future.
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Add to portfolioAfter this weeks washout, the stage is set for bulls to regain control.
Micron, Samsung and SK hynix are posting some of the most spectacular profits in semiconductor history, but a Chinese competitor is quietly building the capacity to dismantle the very conditions making those profits possible.
With tech shares selling off, Motley Fool Asset Management’s Bill Mann warns that debt-heavy AI stocks could plunge 40% or more as the bubble starts to burst. He breaks down why more market turbulence is ahead, the major tech giant he is actively avoiding, and 3 stocks to buy right now before leadership shifts.
Despite concerns about rising Chinese competition, Micron (MU) and SanDisk (SNDK) stocks appear oversold.