Semiconductor News & Analysis Feed
20 articles
2026-09-22
finance.yahoo.com
2026-09-22
2026-09-07
www.barrons.com
2026-09-07
2026-09-06
finance.yahoo.com
2026-09-06
2026-08-31
2026-08-27
2026-08-25
lufkindailynews.com
2026-08-25
2026-08-25
finance.yahoo.com
2026-08-25
2026-08-25
www.reuters.com
2026-08-25
2026-08-24
stocksdownunder.com
2026-08-24
2026-08-05
2026-07-31
www.cnbc.com
2026-07-31
Following a resurgence in artificial intelligence (AI) demand, South Korean chip giants SK Hynix and Samsung Electronics saw their shares surge over 20% in Seoul on Friday. This sharp reversal comes after a recent sell-off that had battered semiconductor stocks due to concerns over high AI valuation
2026-07-08
simplywall.st
2026-07-08
QUALCOMM has delivered a 69.9% return over the past three years, making it one of the stronger performers in the large semiconductor sector. However, despite recent AI-related market rallies, its current stock price is close to its estimated intrinsic value, indicating cautious market sentiment. Acc
2026-07-07
www.barrons.com
2026-07-07
2026-06-30
finance.yahoo.com
2026-06-30
The semiconductor sector's share in the S&P 500 has reached a record 19.7%, driven by the artificial intelligence (AI) boom. This surge, led by companies like NVIDIA, has expanded beyond a single player to include firms such as Broadcom, TSMC, ASML, AMD, and memory chipmakers like Micron and SanDisk
2026-06-26
247wallst.com
2026-06-26
Micron Technology delivered a stunning quarterly report in Q3 2026, posting a non-GAAP gross margin of 84.9%, a figure that defies industry norms and signals a fundamental shift in the company’s business model. Analyst Julian Emanuel from Evercore ISI highlighted that this performance not only beat
2026-06-25
www.chartmill.com
2026-06-25
Micron's blowout earnings report and strong guidance have provided a significant boost to the recently faltering AI rally. After three consecutive days of selling in the semiconductor and AI infrastructure sectors, Micron's performance completely reversed market sentiment. The company guided Q4 reve
2026-06-25
www.reuters.com
2026-06-25
2026-06-23
www.barrons.com
2026-06-23
2026-06-23
www.barrons.com
2026-06-23
2026-06-22
ca.finance.yahoo.com
2026-06-22
As the Federal Reserve concludes its first meeting under new Chair Kevin Warsh, market attention turns to the final full week of June, where economic data, corporate earnings, and Fed commentary will shape expectations for interest rates and market direction heading into the second half of the year.