Woofun AI reports that Bitcoin has rebounded from a two-year low, coinciding with a cooling trend in storage and semiconductor equities. Earlier in 2026, SanDisk and Micron saw cumulative gains of over 530% and 230% respectively, driven by AI demand.

However, the Roundhill Memory ETF (DRAM) fell 25% from its June peak, and the VanEck Semiconductor ETF (SMH) dropped about 12%. Following reports of Meta advancing the sale of excess GPU capacity, AI infrastructure stocks and computing service providers faced sell-offs.