Why Micron and other chip stocks are bouncing back so strongly
The recent chip selloff presented a buying opportunity, and opensource AI models should drive more memory demand, analysts say Source：MarketWatch
The co-founder of Stocktwits dumped chip stocks before their 20% slide. Where he’s putting his money now.
Stocktwits’ Howard Lindzon talks to MarketWatch about sidestepping a chip selloff, where he sees opportunity and the “degenerate economy.” Source：MarketWatch
Crypto markets rally on Clarity progress report, Asian chip-stock rebound
Speculation that President Donald Trump agreed to a crucial ethics provision for the crypto market structure bill underpinned the gains. Source：CoinDesk
Bitcoin hits a two-week high near $65,500 as the chip trade turns back into a tailwind
Asian semiconductor shares rebounded hard, a fiveday ETF inflow streak passed $600 million, and oil pulled back on Middle East diplomacy. Source：CoinDesk
Why cheap Chinese AI models could actually be a boon for Nvidia, Micron and other chip stocks
Moonshot AI’s Kimi K3 could encourage a surge in enterprise workloads and provide a longterm tailwind to chip demand. Source：MarketWatch
Americans are skipping lettuce and salads as investigation into cyclospora outbreak continues
Shares of salad chains like Cava, Chipotle and Sweetgreen closed lower on Monday. Source：MarketWatch
Lumentum’s stock just got a lot more interesting — and Barclays has turned bullish
A Barclays analyst now recommends Lumentum’s stock after a period of substantial underperformance relative to the broader chip sector. Source：MarketWatch
AMD’s stock climbs, and a new Microsoft deal is only part of the reason
Chip stocks were broadly recovering Monday, and AMD investors are gearing up for a big product event later in the week. Source：MarketWatch
As Micron’s stock rebounds, Morgan Stanley says investors shouldn’t get spooked by the past
Memory chips remain a bottleneck to AI development and demand looks durable, Morgan Stanley analyst says. Source：MarketWatch
‘I never want to manage people again.’ I’m 33. Should I leave my corporate leadership role to become an assistant?
“I just don’t care about the corporate ladder.” Source：MarketWatch
Iren’s stock surges as the neocloud lands $2.8 billion worth of new deals
The AI infrastructure provider is easing anxiety over high datacenter buildout costs as it secures new customers and prepayments for chips. Source：MarketWatch
Hyperliquid sets 500,000 HYPE stake for permissionless prediction market deployers
Hyperliquid plans to require developers to stake 500,000 HYPE, worth about $30.4 million, to deploy permissionless prediction markets under HIP4.…