Woofun AI reports that Bitcoin has rebounded from its two-year low.Meanwhile, AI infrastructure stocks and computing service providers experienced a sell-off after reports indicated Meta is pushing forward with selling excess GPU capacity. Earlier in 2026, Sandisk saw cumulative gains exceeding 530% and Micron over 230%, reflecting strong demand for AI beneficiaries.

However, the Roundhill Memory ETF (DRAM) has dropped 25% from its June peak, and the VanEck Semiconductor ETF (SMH) has declined approximately 12%.