STX

Goldman Sachs
2026-07-23 03:08:13

Goldman Sachs says semiconductor rebound may continue as money rotates back into memory and equipment names

Goldman Sachs’ trading desk said in a July 23 market note that the recent rebound in semiconductor stocks may still have room to run. The bank said hedge funds have unwound roughly 80% of their year-to-date cumulative net buying in global semiconductor and semiconductor equipment shares since mid-June, easing what had been a crowded positioning setup. In the last one to two days, however, buyers started to return. According to the note, the clearest buying has shown up in the areas that were hit hardest during the pullback: memory and semiconductor equipment. Goldman flagged memory names including STX, WDC, MU, and SNDK, as well as equipment stocks such as AMAT, ASML, and LRCX. The desk said that move lined up with recent market action, with memory shares including Micron, SanDisk, and Seagate rebounding sharply at one point and the PHLX Semiconductor Index also posting a strong recovery. Goldman added that positioning remains elevated even after the pullback from June highs. It said the next leg for the group will likely depend on whether major cloud companies keep lifting AI capital expenditure plans, whether memory pricing and orders support earnings expectations, and whether equipment orders confirm that AI data center expansion is still moving ahead.

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Goldman Sachs says semiconductor rebound may continue as money rotates back into memory and equipment names
US stocks
2026-07-22 13:51:19

Chip, memory and optical names narrow losses after U.S. open as QCOM and AMD turn higher

U.S. semiconductor, memory and optical communication stocks were still mostly lower after Wednesday's market open on July 22, but losses narrowed sharply from pre-market levels, according to market data from BIT (bit.com). In semiconductors, Qualcomm (QCOM) reversed course to gain 1.61%, while AMD (AMD) rose 0.18%. Nvidia (NVDA) slipped 0.19%, Broadcom (AVGO) fell 0.26%, Marvell Technology (MRVL) lost 0.59%, Intel (INTC) dropped 0.73%, and SK Hynix (SKHY) was down 3.96%. In the memory segment, Seagate Technology (STX) turned positive and rose 0.50%, while Western Digital (WDC) added 0.10%. Micron Technology (MU) fell 1.21%, SanDisk (SNDK) declined 1.98%, and SK Hynix (SKHY) remained down 3.96%. Among optical communication names, Credo (CRDO) moved from negative territory to a 0.17% gain. Lumentum (LITE) fell 0.54%, Coherent (COHR) and Astera Labs (ALAB) each lost 0.75%, Ciena (CIEN) slipped 1.04%, and Applied Optoelectronics (AAOI) dropped 3.66%.

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Chip, memory and optical names narrow losses after U.S. open as QCOM and AMD turn higher
Silver
2026-07-22 13:31:03

Silver rises to $59.678 an ounce as Gate updates gold, crypto volatility, FX and oil quotes

Gate’s latest market data showed broad gains across precious metals, crypto volatility benchmarks, several equity indices and crude oil, while major currency pairs were mixed. Gold climbed to $4,137.07 per ounce, up 1.35% on the day, and silver rose to $59.678 per ounce, marking a 3.11% daily increase. In crypto-related volatility measures, nBVIX, the BTC volatility index, was quoted at 38.52, up 0.57%, while EVIX, the ETH volatility index, stood at 51.34, up 0.71%. In foreign exchange, USD/CNH added 0.07% to 6.7733, while USD/JPY slipped 0.06% to 163.049. European equity benchmarks also moved higher, with the Euro Stoxx 50 at 6,321.74, up 0.57%, the UK100 at 10,756.7, up 1.52%, and Germany’s DAX40 at 25,196.2, up 0.56%. In commodities, WTI crude rose 2.03% to $87 a barrel and Brent crude gained 1.02% to $91.02. Gate also said users can trade traditional financial market products directly on its platform, including precious metals, foreign exchange, global stock CFDs, major indices and commodities, through its integrated TradFi functions on both the app and web versions.

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Silver rises to $59.678 an ounce as Gate updates gold, crypto volatility, FX and oil quotes
U.S. premarke
2026-07-22 11:56:59

Chip, memory and optical networking stocks fall in U.S. premarket, SK Hynix ADR down 6.57%

U.S. premarket trading on Wednesday showed broad weakness across semiconductor, memory and optical communications names, according to market data from BIT (bit.com) cited by BlockBeats on July 22. Semiconductor stocks were lower across the board, with Lam Research (LRCX) down 3.57%, Intel (INTC) off 3.51%, Applied Materials (AMAT) falling 3.44%, and Arm (ARM) losing 3.01%. Memory names posted some of the steepest declines in the group. SK Hynix (SKHY) fell 6.57%, while Micron Technology (MU) dropped 3.76%, Western Digital (WDC) slid 3.59%, SanDisk (SNDK) lost 3.38%, and Seagate Technology (STX) was down 3.13%. Optical communications stocks also moved lower in tandem, including Astera Labs (ALAB), Applied Optoelectronics (AAOI), Coherent (COHR), Credo (CRDO), and Lumentum (LITE). The data reflects premarket price action only.

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Chip, memory and optical networking stocks fall in U.S. premarket, SK Hynix ADR down 6.57%
tradeparagon
2026-07-22 09:21:45

tradeparagon buys HIP-3 ticker STX for 539.95 HYPE

HyperliquidNews said in a post on X that tradeparagon purchased the new HIP-3 ticker STX for 539.95 HYPE. Based on the figures included in the post, the transaction was valued at about $37,046. Odaily carried the update as a brief market item. The source material did not provide additional details on the timing of the purchase, the counterparty, or any broader market context. The reported facts were limited to the buyer name, the asset involved, the HIP-3 ticker designation, and the price paid in HYPE with its approximate U.S. dollar equivalent.

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tradeparagon buys HIP-3 ticker STX for 539.95 HYPE