Woofun AI data shows that AI-related storage and semiconductor equities are experiencing a pullback after dominating market performance in the first half of 2026. The Roundhill Memory ETF (DRAM) more than doubled year-to-date, while the VanEck Semiconductor ETF (SMH) rose by 60%, driven by demand for AI computing resources. In contrast, BlackRock's IBIT declined by 30%, mirroring Bitcoin's previous downtrend.

Individual stocks such as SanDisk, which surged over 530% year-to-date, and Micron Technology, up over 230%, have recently faced corrections. DRAM fell approximately 25% from its June 22nd high, and SMH dropped 12%.

Meanwhile, Bitcoin rebounded to above $61,000 after dipping below $58,000 on July 1st. Meta Platforms' announcement of a new business unit, Meta Compute, to sell excess GPU power accelerated sell-off pressure on companies like IREN, Cipher Digital, and TerraWulf, whose shares dropped at least 20% from highs.