Semiconductor News & Analysis Feed
10701 articles
2026-06-23
www.mitsloanme.com
2026-06-23
MIT Sloan Management Review Middle East
Nvidia’s New Cooling System Cuts Data Center Water Use to Near Zero—But Not AI’s
The technology addresses on-site consumption, while power generation and chip manufacturing remain major contributors.
MITSloan ME Editorial
18 hours ago
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Data, AI, & Machine Learning
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Oracle Cuts 21,000 Jobs as AI Silently Reshapes Its Operating Model
Nvidia
2026-06-23
www.marketwatch.com
2026-06-23
MarketWatch
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2026-06-23
www.sdcexec.com
2026-06-23
Supply & Demand Chain Executive
www.sdcexec.com
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2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
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Technology stocks are getting hammered today as investors react to a broad market sell-off, and memory-chip maker Micron Technology (NASDAQ:MU | MU Price Prediction) has been swept up in the downturn. The memory chipmaker’s stock fell roughly 12% in early trading, wiping billions of dollars from its market value at the open.
Yet the sell-off looks disconnected from the long-term forc
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron’s 12% Sell-Off Is a Gift. AI’s Memory Crisis Makes It a Long-Term Buy
Rich Duprey
Tue, June 23, 2026 at 7:36 AM PDT 4 min read
MU
-13.18%
NVDA
-4.13%
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Trading disclosure
Quick Read
Despite a 12% drop during a broader tech rout, the company remains one of the primary beneficiaries of the AI-driven memory boom.
AI demand is expanding beyond High Bandwidth Memory in
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Jim Cramer Says Micron Needs a Massive Beat and Raise to Keep Soaring
Syeda Seirut Javed
Tue, June 23, 2026 at 7:31 AM PDT 1 min read
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Cramer noted what t
2026-06-23
www.zacks.com
2026-06-23
Zacks Investment Research
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2026-06-23
www.thestreet.com
2026-06-23
thestreet.com
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Nvidia, Micron, AMD lead tech sell-off as AI trade cools
Ines Ferré · Senior Business Reporter
Updated Tue, June 23, 2026 at 1:40 PM PDT 1 min read
NVDA
-4.13%
GOOGL
-0.98%
GOOG
-0.77%
MU
-13.18%
ANTH.PVT
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Trading disclosure
What happened: Nvidia (NVDA), Micron Technology (MU), and AMD (AMD) led a tech sector sell-off on Tuesday.
What's behind the move: Investors shifte
2026-06-23
www.investors.com
2026-06-23
Investor's Business Daily
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2026-06-23
www.marketbeat.com
2026-06-23
MarketBeat
Micron’s Sudden Plunge May Be an AI Buying Chance
Written by Jeffrey Neal Johnson | Reviewed by Clare Titus
June 23, 2026
KEY POINTS
Micron Technology shares fell more than 8% after South Korea's KOSPI plunged 10%, creating a macro-driven pullback ahead of its fiscal third-quarter earnings report.
Micron announced a strategic partnership with Anthropic on June 22, covering memory supply, co-design
2026-06-23
www.genengnews.com
2026-06-23
Genetic Engineering and Biotechnology News
www.genengnews.com
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2026-06-23
www.genengnews.com
2026-06-23
Genetic Engineering and Biotechnology News
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2026-06-23
siliconangle.com
2026-06-23
SiliconANGLE
Realizing value from AI investment has become the ultimate prize for most enterprises today. This requires the ability of data and compute to work together, a key mission for the partnership between Nvidia Corp. and DataDirect Networks Inc.
Both companies have been collaborating on solutions that facilitate consumption of AI across an organization, with a focus on optimizing the use of GPUs insid
2026-06-23
ca.finance.yahoo.com
2026-06-23
Yahoo! Finance Canada
Nvidia, Micron, AMD lead tech sell-off as AI trade cools
Ines Ferré · Senior Business Reporter
Updated Tue, June 23, 2026 at 1:40 p.m. PDT 1 min read
What happened: Nvidia (NVDA), Micron Technology (MU), and AMD (AMD) led a tech sector sell-off on Tuesday.
What's behind the move: Investors shifted to risk-off mode, selling this year's market leaders after a hawkish Federal Reserve signaled last
2026-06-23
www.barrons.com
2026-06-23
Barron's
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2026-06-23
www.tradingview.com
2026-06-23
TradingView
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Are Navitas Investors Missing the Grid Behind the AI Hype?
Are Navitas Investors Missing the Grid Behind the AI Hype?
4 min read
NVTS
−9.70%
Most investors know Navitas Semiconductor NVTS for its artificial intelligence (AI) story. The company has attracted much attention through its partnership with NVIDIA NVDA, its 800V data center power architecture, and its gallium nitride (GaN
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Nvidia, Micron, AMD lead tech sell-off as AI trade cools
Ines Ferré · Senior Business Reporter
Updated Tue, June 23, 2026 at 1:40 PM PDT 1 min read
NVDA
-4.13%
GOOGL
-0.98%
GOOG
-0.77%
MU
-13.18%
ANTH.PVT
Explore stocks on Coinbase
Trading disclosure
What happened: Nvidia (NVDA), Micron Technology (MU), and AMD (AMD) led a tech sector sell-off on Tuesday.
What's behind the move: Investors shifte
2026-06-23
developer.nvidia.com
2026-06-23
NVIDIA Developer
AI scientists are emerging as a new interface for scientific computing. These agents can read papers, write code, generate hypotheses, call APIs, inspect files, and iterate on results. But science isn’t software engineering. There is no test suite that turns green when a hypothesis is correct; discovery is iterative, uncertain, and grounded in the physical world. You can’t take a general coding ag
2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Stock Weighs AI Growth Story Against Mixed Valuation Signals
June 23, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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With NVIDIA such a focal point for growth stories, many investors are asking a simple question: does the current share price still make sense if you care about value, not just headlines?
The stock last clos