Semiconductor News & Analysis Feed
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2026-07-08
simplywall.st
2026-07-08
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
QUALCOMM (QCOM) Stock Could Be 7% Stretched Despite Fresh AI Rally News
July 08, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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QUALCOMM has delivered a 69.9% return over the past three years, yet current checks suggest the stock now sits close to its estimated intrinsic value. This makes the recent volatility in chip stocks more about
2026-07-07
www.barrons.com
2026-07-07
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2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Semiconductor stocks climb to record 19.7% of the S&P 500 as AI rally reshapes the index
Fiona Craig
June 30, 2026 3 min read
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Chipmakers reach unprecedented share of the benchmark
Semiconductor companies now account for a record 19.7% of the S&P 500, almos
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU | MU Price Prediction) posted non-GAAP gross margins of 84.9% for its fiscal third quarter, the number stopped being a memory number and became a question about what kind of company Micron has become.
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2026-06-25
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2026-06-25
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Micron Blows the Doors Off and Throws the AI Rally a Lifeline
By Kristoff De Turck - reviewed by Aldwin Keppens – Last update: Jun 25, 2026
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2026-06-25
www.reuters.com
2026-06-25
Reuters
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2026-06-23
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2026-06-23
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2026-06-23
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2026-06-23
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2026-06-22
ca.finance.yahoo.com
2026-06-22
Yahoo! Finance Canada
Week ahead: Micron earnings to put AI rally to the test
Proactive
Mon, June 22, 2026 at 7:10 a.m. PDT 3 min read
MU
-12.71%
Week ahead: Micron earnings to put AI rally to the test Proactive uses images sourced from Shutterstock
Wall Street enters the final full week of June with investors juggling inflation, artificial intelligence and the health of the banking sector.
After last week's Federal
2026-06-22
www.sanjuandailystar.com
2026-06-22
San Juan Daily Star
Investors see Micron earnings as pulse check of AI rally momentum
The San Juan Daily Star
1 day ago
3 min read
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Investors are seeking signs that the U.S. stock market rally fueled by artificial intelligence has more life left in it, and the upcoming Micron Technology (MU.O), opens new tab earnings will check the pulse of chip demand to see if it is still accelerating.
2026-06-21
www.tradingview.com
2026-06-21
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Investors see Micron earnings as pulse check of AI rally momentum
Investors see Micron earnings as pulse check of AI rally momentum
Refinitiv2 min read
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2026-06-21
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2026-06-21
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KEY TAKEAWAYS
Micron's earnings report on June 24 will help gauge AI-driven chip demand.
Investors seek signs of AI rally sustainability amid high stock valuations.
AI spending is projected to exceed $700 billion this year, boosting tech stocks.
NEW YORK — Investors are seeking signs that the U.S. stock market rally fueled by artificial intelligence has more life left in it, and the upcoming Mic
2026-06-19
www.investing.com
2026-06-19
Investing.com
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2026-06-19
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2026-06-19
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2026-06-19
ca.finance.yahoo.com
2026-06-19
Yahoo! Finance Canada
Investors see Micron earnings as pulse check of AI rally momentum
FILE PHOTO: The Wall St entrance to the NYSE is seen in New York · Reuters
Laura Matthews
Fri, June 19, 2026 at 3:02 a.m. PDT 3 min read
MU
+6.82%
By Laura Matthews
NEW YORK, June 19 (Reuters) - Investors are seeking signs that the U.S. stock market rally fueled by artificial intelligence has more life left in it, and the upcoming
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Investors see Micron earnings as pulse check of AI rally momentum
Laura Matthews
Fri, June 19, 2026 at 3:02 AM PDT 3 min read
MU
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By Laura Matthews
NEW YORK, June 19 (Reuters) - Investors are seeking signs that the U.S. stock market rally fueled by artificial intelligence has more life left in it, and the upcoming Micron Technology earnings will chec
2026-06-19
www.tradingview.com
2026-06-19
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Investors see Micron earnings as pulse check of AI rally momentum
Investors see Micron earnings as pulse check of AI rally momentum
Refinitiv2 min read
MU
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SPX
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2026-06-15
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2026-06-15
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2026-06-08
simplywall.st
2026-06-08
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United States/Semiconductors/NasdaqGS:NVDA
Is It Time To Reassess Nvidia (NVDA) After The Recent AI Rally And Pullback
June 08, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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If you are wondering whether NVIDIA's current share price offers good value or is already pricing in a lot of optimism, this article walks through what that might mean for you as an investor.
After a very st