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A rebound is taking shape across semiconductor names, with $SMH up about 2.6% and $MU up about 4.8% late in the session, while recovery among memory peers remains part of the backdrop. For $MU, the KeyBanc target increase, elevated valuations, recent insider selling, and $TSM earnings on July 16 remain in focus. Trade $MU, $SMH, $TSM and broader semiconductor volatility 24/7 with a Vest Capital funded account and access up to $25k in trading capital.

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The more than $1B multi-year Reflection AI compute agreement through 2029 is in focus for $NBIS, with shares now down over 7% after reversing from an early move higher. Discussion is centered on whether the deal materially improves long-term demand visibility, while broader pressure across AI-linked names and recent insider selling remain part of the setup.

$NVDA is up about 3% on the session, outpacing the broader tech tape as licensed H200 shipments to China begin. A KeyBanc target increase is also in view, while the market weighs the reopening of a previously restricted revenue channel against tighter buyer screening and ongoing compliance scrutiny. Trade $NVDA volatility 24/7 with a Vest Capital funded account and access up to $25k in trading capital.

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$SKHY is up over 14% on today's session, with the stock recovering after the recent post-listing selloff tied to its Nasdaq ADR debut. In Seoul, SK hynix and other memory names also recovered off their lows, keeping the focus on how the market is digesting the new U.S. listing alongside the broader AI-memory backdrop. Discussion remains around whether $SKHY is starting to stabilize after the ADR weakness, or whether today’s move sits within the recent two-session swing.

Into the open, $IBM is down more than 20% after preliminary Q2 results came in below expectations, with both revenue and operating EPS missing consensus. The miss is being weighed against flat Consulting growth, a 7% decline in Infrastructure revenue and softer software mix, while Red Hat’s 11% growth remains one of the firmer offsets in the quarter. Trade $IBM volatility 24/7 with a Vest Capital funded account and access up to $25k in trading capital.

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$SNDK is down over 13% on the session, with valuation sensitivity and profit-taking back in focus after the stock’s outsized run, while a softer semiconductor tape adds pressure in the background. Weekend valuation commentary, Evercore’s sharp target increase and the strong post-Q2 backdrop are all being weighed together, with rich expectations and positioning remaining central to today’s move.

Passed my first eval on @VestExchange hehehehhe

Semiconductor weakness is back in focus, with $AMD down about 3.4% on the session as $SMH slides and higher oil and Middle East risk pressure the group. Traders are focused on whether analyst support and the Aug. 4 earnings catalyst can keep the server and AI story intact, or whether macro pressure and chip volatility stay in control. Trade $AMD and broader semiconductor volatility 24/7 with a Vest Capital funded account and access up to $25k in trading capital.

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$ORCL is down about 3% on today’s session, with AI financing concerns back in focus as broader tech weakness weighs on the tape. Its $638B backlog and recent analyst support remain in focus, while capex intensity and balance-sheet pressure are being weighed. Debate is centered on whether AI demand and OCI momentum can support the longer-term buildout, or whether financing discipline and a weaker tech backdrop stay the bigger near-term focus.

Profit-taking is hitting SK Hynix after last week’s record $26.5B Nasdaq ADR debut, with $SKHY under pressure into the open as softer Q2 profit expectations and HBM4 shipment timing come back into focus. Post-listing rebalancing, softer earnings expectations, HBM4 timing and the broader AI memory backdrop are all being weighed. Trade $SKHY volatility 24/7 with a Vest Capital funded account and access up to $25k in trading capital.

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$NVDA is up about 3.5% on the day heading into the close, with the valuation reset back near 22x forward earnings staying in focus after this week’s pullback. Fresh Street buy support and the longer AI-demand runway are being weighed against policy uncertainty and broader macro risk.

$SKHY is in focus in today’s session following its record $26.5B Nasdaq ADR debut, with AI memory demand and broader U.S. investor access at the center of the discussion. HBM leadership and valuation-gap closure are part of the setup, while supply expansion and cycle risk remain in the mix. Trade $SKHY volatility 24/7 with a Vest Capital funded account and access up to $25k in trading capital.

SKHY | 10x | 24/7 $SKHY (SK hynix Inc.) perps are now available to trade long or short on Vest Markets, into its $26.5B NASDAQ debut. Trade the largest foreign US listing in history now on Vest Markets.

Trade $META volatility with a Vest Capital funded account. Access up to $25k in trading capital at: trade.vestmarkets.com/vest-capital Vest Markets is a non-KYC, 24/7 equity perps platform that allows anyone to trade equity and crypto perpetual futures with up to 50x leverage.

$META is up close to 6% on today’s session, with AI training-cost gains and compute-rental optionality in focus. Custom silicon and the reported Iris chip timeline are adding to the view that the AI buildout could become more than an internal cost center. Fresh EU DSA findings and Beijing’s reported Manus unwind are still in the mix, while valuation and execution remain part of the discussion.