Semiconductor News & Analysis Feed
11688 articles
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron Earnings Have Never Looked Better. Start Worrying.
Trefis Team
Tue, June 23, 2026 at 8:04 AM PDT 4 min read
MU
-0.01%
MSFT
+0.16%
GOOGL
+1.91%
META
+0.43%
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Trading disclosure
Image by Nico Franz from Pixabay
Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion - among the largest single-
2026-06-23
www.trefis.com
2026-06-23
Trefis
Micron Earnings Have Never Looked Better. Start Worrying.
June 23rd, 2026 by Trefis Team
-66.45%
Downside
1052
Market
353
Trefis
MU
Micron Technology
Micron Technology’s stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion – among the largest single-year gains in the company’s four-decade trading history. The rally is driven by surging dem
2026-06-23
www.kucoin.com
2026-06-23
KuCoin
AI needs a good "brain" to develop a body.
Article author and source: Semi-Industry Spectrum
Recently, Muxi Co., Ltd. and UBTECH signed a strategic cooperation agreement in Nanjing to jointly establish Xuanxuan Chuangzhi Technology (Wuxi) Co., Ltd., focusing on the research and development and mass production of embodied intelligence edge chips. Muxi is a domestic high-performance GPU company, w
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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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
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
wccftech.com
2026-06-23
Wccftech
SK Hynix is planning to return to general-purpose DRAM, such as DDR5, after securing record revenue from HBM memory.
HBM has been the main driver for the big three DRAM manufacturers for the last couple of months due to increased demand from AI firms. This has led to record profits for Samsung, Micron, and SK Hynix. At the same time, these companies stopped focusing production on general-purpose
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
www.moomoo.com
2026-06-23
Moomoo
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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.espn.com
2026-06-23
ESPN
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2026-06-23
www.tikr.com
2026-06-23
TIKR.com
Key Stats for Micron Technology Stock
Price change for Micron Technology stock: 7%
$MU Share Price as of Jun. 22: $1211
52-Week High: $1214
$MU Stock Price Target: $992
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Micron Technology (MU) stock is leading the memory sector higher today after two prominent Wall St
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
www.benzinga.com
2026-06-23
Benzinga
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2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
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2026-06-23
www.fool.com
2026-06-23
The Motley Fool
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2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron (MU) Ties Anthropic To A Multi Year AI Memory And Supply Deal
June 23, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Micron Technology (NasdaqGS:MU) has entered a multi-year partnership with Anthropic focused on memory and storage solutions for AI workloads.
The agreement includes co-design of next-generation AI memory architectures tailored to An
2026-06-23
www.tomshardware.com
2026-06-23
Tom's Hardware
Tech Industry Data Centers
Nvidia announces liquid cooling system that runs ‘hotter than a hot tub’ — promises to reduce electricity consumption and cut water use by up to 100%, but sustainability challenges remain
News
By Jowi Morales published 23 hours ago
Data centers are about to go from freezing to sweltering.
(Image credit: Getty Images)
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