Micron (MU) Lands GM Supply Deal And Backs Trump Accounts With $250 Million
July 1, 2026 · 28 sources · High impact · Updated Jul 21, 2026
The semiconductor sector experienced a significant sell-off, with major players like AMD, Intel, and NVIDIA seeing declines, as investors question the sustainability of AI-driven valuations. Despite this, a specialized ETF focusing on memory chips, crucial for AI, is outperforming broader semiconductor investments, highlighting a potential shift in investor focus within the AI supply chain.
Affected Companies
MU92 ▲1
Micron Technology, Inc.$848.95$958.80B cap
GM100
General Motors Co$76.07$68.59B cap
HBM73 ▲3
Hudbay Minerals Inc.$20.36$8.05B cap
NVDA54 ▼3
NVIDIA Corporation$203.28$4.92T cap
AMD89 ▲1
Advanced Micro Devices, Inc.$503.57$821.12B cap
NXPI68 ▲10
NXP Semiconductors N.V.$266.53$67.29B cap
AVGO67 ▲4
Broadcom Inc.$370.83$1.76T cap
INTC89 ▲3
Intel Corporation$97.06$487.82B cap
Affected Industries
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