Semiconductor News & Analysis Feed
11605 articles
2026-06-25
www.barrons.com
2026-06-25
Barron's
__fail__
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Space Exploration Technologies, better known as SpaceX, may have captured the attention of many investors, but I think several stocks are far better investments today. One of the best may be sitting right under investors' noses.
Although it's the largest company in the world, I think Nvidia (
NVDA
1.73%
) is a far better buy, especially if 2027's artificial intelligence (AI) spending dwarfs 2026'
2026-06-25
www.marketbeat.com
2026-06-25
MarketBeat
Micron’s HBM Surge Could Redefine the AI Growth Story
Written by Thomas Hughes | Reviewed by Clare Titus
June 25, 2026
KEY POINTS
Micron reported fiscal Q3 revenue of $41.46 billion, up 345% year over year and roughly 1,550 basis points above consensus estimates.
Strong HBM demand, with new supply not expected to meaningfully impact the market until 2028, supports sustained hypergrowth over the ne
2026-06-25
www.marketwatch.com
2026-06-25
MarketWatch
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2026-06-25
www.advisorperspectives.com
2026-06-25
Advisor Perspectives
www.advisorperspectives.com
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Privacy
2026-06-25
clpmag.com
2026-06-25
Clinical Lab Products
Tecan and NVIDIA Integrate New Artificial Intelligence Capabilities into Lab Analytics Platform
Jun 25, 2026 | Analytical Software Systems, Company News, Lab Automation |
The update to the Introspect platform aims to help clinical laboratories move toward proactive operations and improved productivity.
Tecan, a provider of laboratory automation and solutions, announced the integration of a
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Computer memory specialist Micron (
MU
+12.42%
) stock surged 19.2% Thursday morning after crushing analyst forecasts for fiscal Q3 earnings.
Wall Street had expected Micron to earn $20.78 per share, adjusted for one-time items, on $35.8 billion in quarterly sales. Micron actually earned $25.11 per share, and its sales quadrupled year over year to $41.5 billion.
Image source: Micron.
Micron Q3
2026-06-25
www.cmcmarkets.com
2026-06-25
CMC Markets
Micron earnings could become a key test for the AI and semiconductor sectors, with investors focused on HBM memory demand and the durability of the AI infrastructure boom. The results may matter well beyond Micron itself, influencing sentiment towards Nvidia, AMD, Broadcom, TSMC and the wider chip sector.
2026-06-25
www.barrons.com
2026-06-25
Barron's
__fail__
2026-06-25
yourstory.com
2026-06-25
YourStory.com
Explainers
OpenAI turns up the heat in chip market with Jalapeño
The Jalapeño chip highlights that frontier AI requires vast power and bespoke hardware from specialised factories, while also marking OpenAI’s strategic transition into a leading full-stack semiconductor and infrastructure player.
Ishan Patra
915 Stories
Thursday June 25, 2026 , 7 min Read
ChatGPT maker OpenAI has stepped beyond th
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Does Micron's New and Improved Price Make Sense After Earnings?
Rich Smith, The Motley Fool
Thu, June 25, 2026 at 7:14 AM PDT 3 min read
MU
+13.82%
NVDA
-1.59%
Explore stocks on Coinbase
Trading disclosure
Computer memory specialist Micron (NASDAQ: MU) stock surged 19.2% Thursday morning after crushing analyst forecasts for fiscal Q3 earnings.
Wall Street had expected Micron to earn $20.78 per s
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) surged as much as 11% to $219 in early Thursday trading before retreating to $207, up 5% on the session. This volatile price action occurred after the chipmaker landed a marquee data center customer and watched price targets ratchet higher across the Street. The apparently fragile QCOM stock rally comes as analysts reassess Qualcomm’s divers
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm Jumps 11%, Then Pulls Back Amid Meta Platforms Data Center Deal and Wave of Analyst Target Hikes
David Moadel
Thu, June 25, 2026 at 7:13 AM PDT 4 min read
QCOM
+4.04%
META
-0.59%
NVDA
-1.63%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Qualcomm (QCOM) stock jumped 11% but then fell back after the company landed Meta Platforms (META) as its first-ever data center customer with
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Sandisk, Western Digital, and others soar as Micron results 'justify elevated valuations'
Ines Ferré · Senior Business Reporter
Updated Thu, June 25, 2026 at 7:50 AM PDT 1 min read
MU
+13.02%
AMD
+0.11%
NVDA
-1.45%
INTC
-1.24%
MRVL
-0.50%
Explore stocks on Coinbase
Trading disclosure
What happened: Memory and storage stocks rallied on Thursday. Shares of Sandisk (SNDK) and Western Digital (WDC) g
2026-06-25
www.cnbc.com
2026-06-25
CNBC
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron stock soars after blowout earnings expose AI's memory bottleneck
Jared Blikre
Updated Thu, June 25, 2026 at 7:04 AM PDT 2 min read
MU
+15.81%
000660.KS
+13.06%
^SOX
+3.59%
Trade MU on Coinbase
Trading disclosure
The AI memory scare ran straight into Micron's (MU) profit machine on Wednesday, sending its stock surging as much as 19% Thursday to a fresh intraday record high — its 40th of 202
2026-06-25
tomshardware.com
2026-06-25
Mark Tyson
Apple has made the unprecedented decision to hike the prices of all its current computers and tablets with some entry-level model prices up as much as $500.
2026-06-25
www.eejournal.com
2026-06-25
EEJournal
June 25, 2026
Infineon CoolGaN™ technology enables new levels of efficiency and power density in BRC Solar’s Power Optimizer
Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) announces that BRC Solar GmbH has selected Infineon’s CoolGaN™ Transistor 100 V devices as the core switching technology for its Power Optimizer. The CoolGaN Transistor 100 V family delivers industry-leading switching perf
2026-06-25
www.barrons.com
2026-06-25
Barron's
__fail__
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm Jumps 12% After Unveiling $15 Billion AI Data Center Target
Khac Phu Nguyen
Thu, June 25, 2026 at 6:51 AM PDT 1 min read
QCOM
+3.78%
Trade QCOM on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
Qualcomm (NASDAQ:QCOM) shares jumped about 12% in premarket trading after the chipmaker gave investors a much bigger AI data center target, forecasting more than $15 billio