Semiconductor News & Analysis Feed
11605 articles
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
+14.18%
000660.KS
+13.06%
^SOX
+2.63%
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
finance.yahoo.com
2026-06-25
Yahoo Finance
LIVE
Updated 12 mins ago
Stock market today: Dow and S&P 500 rise, Nasdaq slips as PCE comes in hot, Big Tech falters
Amalya Dubrovsky and Karen Friar
Updated Thu, June 25, 2026 at 8:30 AM PDT 2 min read
MU
+12.99%
QCOM
+3.96%
^GSPC
+0.17%
^DJI
+0.77%
^IXIC
-0.44%
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Trading disclosure
Tech stocks fluctuated on Thursday as blowout Micron (MU) earnings failed to bolster sag
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
+17.13%
000660.KS
+13.06%
^SOX
+3.88%
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
www.reuters.com
2026-06-25
Reuters
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron overtakes Meta, Tesla in market value amid relentless AI infrastructure demand
Reuters
Thu, June 25, 2026 at 6:40 AM PDT 1 min read
MU
+13.88%
TSLA
+0.02%
META
-1.26%
005930.KS
+5.29%
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Trading disclosure
June 25 (Reuters) - Micron Technology edged past the market valuation of Meta Platforms and briefly Tesla's for the first time on Thursday, after the memory ch
2026-06-25
www.ocregister.com
2026-06-25
Orange County Register
BUSINESS
News
Wall Street drifts in mixed trading after Micron soars and Apple drops
Micron and AI stocks broadly have been under pressure recently because of worries that their profits can’t possibly keep pace with the tremendous rallies for their stock prices.
Options traders David Rush, left, and Scott Frinzi work on the floor of the New York Stock Exchange, Tuesday, June 16, 2026. (AP Photo/Ri
2026-06-25
www.investors.com
2026-06-25
Investor's Business Daily
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2026-06-25
www.datacenterknowledge.com
2026-06-25
Data Center Knowledge
IBM’s NanoStack transistor platform promises to extend chip scaling beyond nanosheets, offering improvements in AI performance, memory density, and energy efficiency.
IBM has developed what it calls the world’s first sub-1-nanometer semiconductor technology, unveiling a new transistor architecture designed to extend chip scaling as AI workloads drive demand for more compute and greater energy eff
2026-06-25
cybernews.com
2026-06-25
Cybernews
cybernews.com
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2026-06-25
simplywall.st
2026-06-25
simplywall.st
United States/Software/NasdaqGM:FIVN
Micron Stock Has Investors Looking At 3 AI Software Names
June 25, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Micron’s huge Q3 2026 surprise, with revenue and earnings far above analyst estimates and a roughly 7x share price move over the past year, has pulled fresh attention to companies that help power data centers and advanced computing. When one stock
2026-06-25
www.tradingview.com
2026-06-25
TradingView
News
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TradingView
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Micron Technology, Inc. Stock 12‑Month Price Target Raised to $1406.86, Implies 34% Upside
Micron Technology, Inc. Stock 12‑Month Price Target Raised to $1406.86, Implies 34% Upside
Less than 1 min read
MU
+13.43%
According to estimates from 42 analysts, Micron Technology, Inc. stock's average price target has risen from $1150.51 to $1406.86, with forecasts ranging from $345 t
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) stock are up 17% in early Thursday trading, changing hands near $1,229. The move follows a blowout fiscal Q3 2026 report the memory maker delivered Wednesday afternoon.
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The MU stock rally is dragging the entire memory and storage complex higher. SanDisk (NASDAQ:SNDK) stock is up 15% to roughly $2,213, and Western Digital (
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Soars 17%, SanDisk Jumps 15%, Western Digital Climbs 13% After Blowout Quarter Locks In $100B of AI Memory Demand
David Moadel
Thu, June 25, 2026 at 6:20 AM PDT 4 min read
MU
+11.23%
SNDK
+13.59%
WDC
+4.17%
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Quick Read
Micron Technology (MU), SanDisk (SNDK), and Western Digital (WDC) shares jumped after Micron locked in $100B of contracted AI me
2026-06-25
pro.thestreet.com
2026-06-25
TheStreet Pro
HOME>TRADE-IDEAS
TRADE-IDEAS
Here’s Our New Micron Price Target After It Crushes Earnings Estimates
Not all of the semiconductor manufacturers are looking as good as Micron, however.
Ed Ponsi·Jun 25, 2026, 9:15 AM EDT
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2026-06-25
www.hpcwire.com
2026-06-25
HPCwire
www.hpcwire.com
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2026-06-25
bits-chips.com
2026-06-25
Bits&Chips
Headline
Japanese researcher proposes simpler high-NA EUV optics design
25 June 2026
Paul van Gerven
Editor at Bits&Chips
Reading time: 1 minute
A researcher at the Okinawa Institute of Science and Technology (OIST) has proposed a new optical architecture for high-NA EUV lithography. The approach replaces today’s highly complex optical layouts with a simpler in-line configuration that uses carefu
2026-06-25
www.marketscreener.com
2026-06-25
marketscreener.com
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2026-06-25
siliconangle.com
2026-06-25
SiliconANGLE
Chipmaking equipment giant Applied Materials Inc. is trying to make life easier for its chip fabrication plant customers, so they can build the extremely complex 3D architectures necessary for the next generation of artificial intelligence processors.
To do this, it has unveiled a host of new chip fabrication systems that span advanced packaging, process control and dynamic-random access memory m
2026-06-25
news.google.com
2026-06-25
Stock Titan
2026-06-25
uk.finance.yahoo.com
2026-06-25
Yahoo Finance UK
LIVE
Updated 45 mins ago
Stock market today: Dow and S&P 500 rise, Nasdaq slips as PCE comes in hot, Big Tech falters
Amalya Dubrovsky and Karen Friar
Updated Thu, 25 June 2026 at 7:24 am GMT-7 2 min read
MU
+11.54%
QCOM
+3.95%
^GSPC
+0.59%
^DJI
+1.49%
^IXIC
-0.10%
Tech stocks fluctuated on Thursday as blowout Micron (MU) earnings failed to bolster sagging confidence in the AI trade and a fresh i