INTC, AMD, NVDA, AVGO: Chip Stocks Slide As Fresh US-Iran Strikes Test Peace Deal

Yahoo Finance · 2026-07-13

INTC stock led the drop, falling 4.6%. Memory stocks also fell, tracking sharp declines in SK Hynix and Samsung shares in Seoul.Stocktwits sentiment was extremely ‘bullish’ for NVDA, AVGO and SOXX, and ‘bearish’ for AMD. Major chip stocks fell in overnight trading ahead of Monday, tracking the broader market after fresh U.S. and Iranian strikes threatened their fragile peace deal, sending global equities lower and oil prices higher.Intel led the drop, with the stock falling 4.6%. Advanced Micro Devices and Broadcom shares slid about 3% each, while Nvidia stock dropped 1.7%. The chip sector benchmark iShares Semiconductor ETF (SOXX) fell 3%.The closely watched memory stocks also dropped, tracking sharp declines in shares of Samsung and SK Hynix in South Korea. The region’s main index, Kospi, slid 7.3% by 1 pm in Seoul.The Direxion Daily South Korea Bull 3X Shares (KORU), a three-times leveraged ETF tracking South Korea’s largest stocks, was down 0.5% overnight and trending among the top on Stocktwits at the time of writing.Fresh US-Iran Escalation Jolts MarketsThe U.S. launched several waves of strikes on Iran on Sunday over an Iranian attack on a container ship in the Strait of Hormuz earlier in the weekend. Iran responded with attacks on Bahrain, Kuwait, Qatar, Jordan and Oman – regions hosting U.S. military forces – and said that the latest U.S. strikes have “rendered futile” all the diplomatic efforts of the last few months. The U.S. and Iran are nearing the midpoint of a 60-day truce meant to pave the way for peace talks, but fresh attacks have instead raised fears the war could reignite.Chips, Tech RotationThe selloff in chip stocks comes amid a broader rotation within the tech sector. Intel, SanDisk and Micron have pulled back from their June highs as the second half of the year got underway, while laggards such as Apple and Nvidia have rebounded.The pressure is particularly disheartening for Nvidia investors. The stock gained 8.3% last week – more than it had gained in the entire first half of 2026. On Stocktwits, the retail sentiment was extremely ‘bullish’ for NVDA, AVGO and SOXX, and ‘bearish’ for AMD. With the geopolitical tensions in the backdrop, investors are now setting up trades ahead of the second-quarter earnings season. The results season begins this week, with major banks including Bank of America, JPMorgan and Wells Fargo reporting on Tuesday. For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: ‘Not Afraid Of Apple,’ Says OpenAI CEO Sam Altman After Trade Secret Lawsuit

AI 시장 분석

Global stock markets declined as military conflict between the U.S. and Iran escalated, heavily impacting the semiconductor sector. INTC plunged 4.6%, while AMD and AVGO fell by over 3%, reflecting market volatility. Investors are shifting toward safe-haven assets amid heightened geopolitical risks, adopting a wait-and-see approach ahead of Q2 earnings reports.

상승 영향

Crude Oil — Rising geopolitical risks in the Strait of Hormuz due to U.S.-Iran conflict are driving concerns over supply disruptions, exerting upward pressure on oil prices.

하락 영향

Semiconductors — Geopolitical instability and supply chain fears have triggered a sharp decline, with major stocks like INTC falling 4.6% and AMD dropping 3%.

DYAX 전담 분석

The heightened geopolitical tension has triggered a broad sell-off in risk assets. The semiconductor industry, sensitive to global supply chain disruptions and economic stability, bore the brunt of the market downturn as investors rotate capital out of growth-oriented stocks. Market participants remain cautious, prioritizing risk mitigation over new positions until the geopolitical landscape stabilizes and Q2 earnings provide clearer outlooks.

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