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Under the "Postponement of OpenAI Listing": Oracle and Nebius led the decline in hardware stocks, and ServiceNow and Workday led the software stocks to rise across the board.
OpenAI's financial difficulties may be delayed, triggering the market to reassess AI shock expectations. Software stocks ServiceNow and Workday rose by more than 9%, and Figma rose by more than 10%, leading the rise in the former disaster areas. Analysts pointed out that it is unrealistic for enterprises to use AI to replace software in an all-round way, and the most pessimistic moment may be over.
The ebb tide of AI trading swept technology stocks: Ansenmei plummeted by 24%, Oracle hit the largest weekly decline since 2001, and the seven giants fell weekly.
After announcing the $7 billion acquisition of Synaptics to enter physical AI, ONSonmi hit the largest daily decline in nearly six years on Friday. Oracle fell by more than 19% this week. Among the "Seven Technology Giants", NVIDIA and Google, which fell for five consecutive times, fell nearly 9% this week, while Microsoft closed up nearly 6% on Friday and still fell by nearly 2% throughout the week. SpaceX fell by more than 17% in the second week of listing, flatting the increase in the first week.
The ebb tide of AI trading swept technology stocks: Ansenmei plummeted by 24%, Oracle hit the largest weekly decline since 2001, and the seven giants fell weekly.
After ONM announced the acquisition of Synaptics for $7 billion to enter the physical AI, the stock price hit the largest single-day decline in nearly six years on Friday. Oracle fell by more than 19% this week, the largest weekly decline since 2001. NVIDIA and Google both fell by nearly 9% this week. Although Microsoft closed up nearly 6% on Friday, it still fell by nearly 2% in the whole week, and the overall pressure on technology stocks was obvious.
Semiconductors dragged down U.S. stocks. The S&P and the Nagonass fell for five consecutive years, the US and Light fell by 6%, gold and silver fell higher, and crude oil fell by 4% at one time.
The S&P 500 index set a record for the longest consecutive decline since August last year, the Philadelphia Semiconductor Index plummeted by 5.3%, and ON Semiconductors plummeted by 23%. The yield of two-year U.S. bonds fell by 3 basis points. The US dollar fell 0.15% but still held above 101 during the week. Spot gold once rebounded 2.8% lower than the day. New York oil price fell below 70 dollars for the first time since the U.S.-Iran war.
The "core logic" of the continuous decline of U.S. stocks: the fall of Mag 7: the greatest weight
Mag 7 fell 6% this week, dragging the index down by about 4%. The market value evaporated by about 3 trillion US dollars this month. Related ETFs fell 13% in June, the worst monthly performance in history. The market is worried that the return of AI investment is unknown. At the same time, the "AI beneficiaries" such as chips and computing power are rising, and the leadership position of the seven giants is under pressure.
esme murphy retweeted
🚨 STOP AND LOOK AT THE CHART 🚨
This overlay says everything
White candles represent the full dotcom cycle of 2000, growth and collapse
As you can see, they align perfectly with the AI bubble price action right now
And yes, history is about to repeat
The reason isn't random
In 2000 it was Cisco and Intel
Every company rushed to buy chips for the internet revolution
Then the buildout slowed, orders collapsed, and the companies that supplied the boom got hit hardest
In 2025 it was Nvidia
Every company rushed to buy chips for the AI revolution
The buildout is slowing now too
Different era, same mania, same index, same chart
And you already know how the dotcom version ended
If you've been following me closely you knew when and why S&P 500 would start correcting
Many of my followers also took profit from the GOLD pump
The next stock market updates will be the most important ones
The reason is simple - we're entering a correction phase
Turn on notifications and you'll realize how much valuable info you've been missing by not doing it sooner
🚨 WARREN BUFFETT IS 75% CASH RIGHT NOW 🚨
He is preparing for another crash
$397 billion doesn't end up in cash by accident
Three times in his career he made this move:
1999 -> 50% cash -> market crashed 50%
2007 -> 60% cash -> market crashed 58%
2016 -> 60% cash -> market crashed 16%
Now look at where we are in 2026
The AI bubble is at the same valuation extreme as dotcom
SpaceX just had the biggest IPO in history
And Buffett is sitting on more cash than he's ever held
That's not a coincidence
If you've been following me closely you knew when and why S&P 500 would start correcting
Many of my followers also took profit from the GOLD pump
The next stock market updates will be the most important ones
The reason is simple - we're entering a correction phase
Turn on notifications and you'll realize how much valuable info you've been missing by not doing it sooner
esme murphy retweeted
One of the best ways to find the next big winner is to look for stocks with blowout earnings.
Some of the biggest earnings winners in Q1:
$SNDK Sandisk +620.15%
$RXT Rackspace +470.41%
$HYLN Hyliion +307.49%
$WOLF Wolfspeed +275.06%
$DOCN DigitalOcean +271.09%
$DELL Dell Technologies +228.83%
$VPG Vishay Precision Group +226.64%
$BE Bloom Energy +221.71%
$STRL Sterling Infrastructure +221.15%
$AMBQ Ambiq Micro +197.10%
$INTC Intel +195.05%
$SILC Silicom +189.62%
$HIMX Himax Technologies +189.36%
$HUT Hut 8 +167.00%
$FLEX Flex +159.62%
When a company beats earnings, raises guidance, or shows stronger demand than expected, the first big move is often just the start because the market begins to reprice the company.
The key is that the stock does not give back the move. It gaps up on volume, holds its gains, and stays above key levels.
The best time to enter is after it forms a tight base and breaks out again.
I track all the best earnings moves here: fullstackinvestor.co/earning…
esme murphy retweeted
Micron is officially the most traded stock in the US.
Daily turnover in Micron stock, $MU, surpassed $70 billion for the first time, making it the most traded stock in the US.
This metric has surged +1,100% since the start of 2026.
This also puts Micron ahead of both Nvidia, $NVDA, and Tesla, $TSLA, two of the most actively traded US stocks in 2025.
To put this into perspective, neither $NVDA nor $TSLA exceeded $70 billion in daily turnover over the last 12 months.
This comes as $MU has surged +268% year-to-date and has been the biggest contributor to the S&P 500’s +7.5% gain so far this year.
Micron has become the center of the AI trade.
esme murphy retweeted
Many Millionaires were made from the stock market last year…
You can be next for 2026 if you invest in these 10 picks:
1. Ondas Holdings ~ $ONDS
2. AST SpaceMobile ~ $ASTS
3. Rocket Lab ~ $RKLB
4. Zeta Global ~ $ZETA
5. Tesla ~ $TSLA
6. UiPath ~ $PATH
7. Eos Energy ~ $EOSE
8. IREN Limited ~ $IREN
9. Cipher Mining ~ $CIFR
10. Lemonade ~ $LMND
Do not miss out on these life changing opportunities before they’re forever gone…
esme murphy retweeted
Michael Burry is bullish on $MSFT again.
He just bought LEAPS expiring December 2028 with a $700 strike while the stock is sitting at $352.
Burry just covered his $PLTR short for a big win.
Opened the put position in Q3 2025 at ~$912M notional. PLTR has now dropped from $207 to $107.
esme murphy retweeted
Focus on the leading stocks:
Market Leaders
$SNDK Sandisk
$WDC Western Digital
$STX Seagate
$ARM Arm Holdings
$MU Micron
$MRVL Marvell Technology
$DELL Dell
$BE Bloom Energy
$NBIS Nebius
$FLEX Flex
$AMD AMD
$TSEM Tower Semiconductor
$ASX ASE
$NOK Nokia
$ALAB Astera Labs
$LRCX Lam Research
$TER Teradyne
Next-Gen Leaders
$MXL MaxLinear
$AAOI Applied Optoelectronics
$ICHR Ichor
$UCTT Ultra Clean
$VSH Vishay Intertechnology
$DOCN DigitalOcean
$ATEX Anterix
$VPG Vishay Precision Group
$CDNL Cardinal Infrastructure
$VICR Vicor
$VIAV VIAVI Solutions
$STRL Sterling Infra
$AMBQ Ambiq
$POWL Powell Industries
$HUT Hut 8 Mining
$FORM FormFactor
$FPS Forgent Power
Speculative Leaders
$RXT Rackspace
$AEHR Aehr Test Systems
$HYLN Hyllion
$OPTX Syntec Optics
$PENG Penguin Solutions
$NVTS Navitas Semi
$AMPG Amplitech
$PURR Hyperliquid Strategies
$MRAM Everspin
$FCEL FuelCell Energy
$OSS One Stop Systems
$WULF TeraWulf
$WYFI WhiteFiber
$UMAC Unusual Machines
$OUST Ouster
$POET POET
Never miss a leading stock here:
fullstackinvestor.co/watchli…
esme murphy retweeted
BREAKING: SpaceX is set to join the Russell 1000, one of the largest U.S. stock market indices, after market close today.
• Index-tracking funds may need to buy nearly $3B in SpaceX shares
• The Russell 1000 tracks the 1,000 largest publicly traded U.S. companies.
• Many ETFs and index funds automatically buy stocks added to the index.
Another major milestone as SpaceX.
esme murphy retweeted
BREAKING: Elon Musk calls out Ro Khanna as his household wealth reportedly grew from roughly $27–46 million to an estimated $232.7 million.
• 631 million total trade volume across 38,666 trades since entering Congress, most prolific Democratic trader in House history.
• 2022 investigation found 15% overlap between his legislative work and family stock holdings
• Ro Khanna’s AI-focused trades returned +112.1% excess over the S&P 500 from January 2024 through April 2026, far beating Nancy Pelosi’s +38.5% outperformance.
• 143% return on Nvidia shares bought via wife’s trust in Feb 2024, right before CHIPS Act helped double the stock
Ro 'the Robber' Khanna seems to be the most active insider trader in Congress.
esme murphy retweeted
🚨 NO ONE IS PREPARED FOR THE NEXT WEEK
3 major things will happen at once, and this is going to impact every investor.
Starting with the global stock market, JP Morgan expects $165B+ in equities selling over the next week.
This is for re-balancing, but the selling could be enough to nuke the markets.
After that, we have the US-Iran deal. which is nearly completion.
This is something that has been pushing the markets higher due to new announcement deals every week.
Once that happens, that leverage will go and could become a "Sell the News" event.
And then we have the real behemoth: USD/JPY
It's approaching a 40-year high, and "Yen Intervention" is only a matter of time.
This could bring intense selling across bonds, stocks, precious metals, and crypto.
So tighten your seatbelts, as volatility is about to kick in.
