Dan Ives Says Semiconductor Sell-Off Is ‘Way Overdone’ As AI Spending Fears Rattle NVDA, MU, SKHY, SNDK

Stocks Stocktwits By Stocktwits 11 Oct 2026 11:30 1 min read
Dan Ives Says Semiconductor Sell-Off Is ‘Way Overdone’ As AI Spending Fears Rattle NVDA, MU, SKHY, SNDK

Dan Ives Says Semiconductor Sell-Off Is ‘Way Overdone’ As AI Spending Fears Rattle NVDA, MU, SKHY, SNDK  Stocktwits

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What has happened since

  • Nvidia is up 1.0% since this was published, 2 days ago.
  • Micron Technology is down 3.6% since this was published, 2 days ago.
  • SK hynix is down 3.2% since this was published, 2 days ago.
  • Sandisk is down 0.3% since this was published, 2 days ago.

Price move measured from the close nearest publication to the latest quote.

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