Bitcoin bounces back from its two-year low, as gains in storage and semiconductor stocks cool down

According to Odaily, in 2026, Sandisk has accumulated an increase of over 530%, and Micron has accumulated an increase of over 230%, reflecting market demand in the first half of the year for companies benefiting from AI-driven growth. Since then, the Roundhill Memory ETF (DRAM) has fallen 25% from its June peak, and the VanEck Semiconductor ETF (SMH) has dropped approximately 12%. Following reports that Meta is advancing plans to sell excess GPU capacity, AI infrastructure stocks and computing service providers have faced a sell-off, while Bitcoin has rebounded from its two-year low. (CoinDesk).