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Sandisk Corporation (Nasdaq: SNDK), the NAND flash and memory pure-play, declined roughly 40% for the month after being hit hard by the unwinding of the crowded AI-memory trade following a massive earlier rally.
Intel Corporation (Nasdaq: INTC) suffered one of its weakest months in decades, with shares falling over 30%, despite earlier strong gains and solid revenue growth in recent quarters.
Roblox Corporation (NYSE: RBLX) shares fell more than 37% over the month following mixed Q2 results and notably weak Q3 bookings guidance that missed expectations by a wide margin.
Arm Holdings plc (Nasdaq: ARM) shares dropped nearly 30% over the month as part of the high-valuation AI and semiconductor correction that followed a strong earlier rally.
Rocket Lab Corporation (Nasdaq: RKLB), a pure-play small-launch and space company, declined sharply, dropping around 35-36% for the month as part of the broader space-economy and high-growth tech correction.
MasTec, Inc. (NYSE: MTZ), an infrastructure and construction firm with exposure to communications, energy, and data-center-related work, declined about 35% for the month after Q2 results that beat on revenue but disappointed on EPS or full-year guidance relative to elevated expectations.
Tesla, Inc. (Nasdaq: TSLA) shares dropped more than 25% over the period, pressured by a combination of core EVBusinesschallenges and high expectations around AI, robotaxi, and Optimus initiatives.
SpaceX (Nasdaq: SPCX) shares fell roughly 35% or more over the month from their post-IPO peaks, as part of a broad July 2026 tech and semiconductor selloff.
Corning Incorporated (NYSE: GLW) shares ended the month down more than 40% after the company reported solid Q2 results that still disappointed on forward guidance.
A recent drone strike near the Suez Canal has escalated security tensions in the region. The incident involved a drone igniting a fire on two gas vessels berthed at Damietta Port, prompting immediate concern. Egypt confirmed the aggressive nature of the event, which highlights …
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