Semiconductor News & Analysis Feed
11500 articles
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
Three years into the artificial intelligence buildout, hyperscaler spending has carried semiconductors from a cyclical play to the highest-beta vehicle in the equity market. Microsoft, Google, Meta, and Amazon are guiding combined 2026 capital expenditures above $400 billion, up from roughly $230 billion in 2024, and most of that flows through chip designers, foundries, memory makers, and lithogra
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade
David Beren
Wed, July 1, 2026 at 9:17 AM PDT 6 min read
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SOXX delivered a 103% year-to-date return versus SMH's 75%, proving capped, broader exposure across 34 holdings beats concent
2026-07-02
www.marketwatch.com
2026-07-02
MarketWatch
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2026-07-01
news.google.com
2026-07-01
Stock Titan
2026-07-01
sg.finance.yahoo.com
2026-07-01
Yahoo Finance Singapore
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Texas Instruments to webcast Q2 2026 earnings conference call
PR Newswire
Wed, 1 July 2026 at 8:45 am GMT-7 1 min read
TXN
-3.36%
DALLAS, July 1, 2026 /PRNewswire/ -- Texas Instruments Incorporated (TI) (Nasdaq: TXN) will webcast its second quarter earnings conference call on Wednesday, July 22, at 3:
2026-07-01
invezz.com
2026-07-01
Invezz
Why are Micron, SanDisk, and other semiconductor stocks falling today?
Stock market
Author
Vatsala Gaur
Jul 01, 2026, 11:35 AM
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Micron shares dropped more than 8% as chip stocks retreated after a record first half.
A new class-action lawsuit alleges Micron, Samsung and SK Hynix restricted DRAM supply to inflate prices.
Analysts remain bullish on long-term memory
2026-07-01
futurumgroup.com
2026-07-01
The Futurum Group
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2026-07-01
videocardz.com
2026-07-01
VideoCardz.com
videocardz.com
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2026-07-01
www.ad-hoc-news.de
2026-07-01
AD HOC NEWS
Cadence Design Systems, US12541W1027
Cadence Design Systems stock holds steady. Focus turns to its core software business.
Veröffentlicht: 01.07.2026 um 17:26 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Cadence Design Systems stock is holding steady as investors focus on the chip design software maker's recurring software model and its place in US electr
2026-07-01
www.thecannatareport.com
2026-07-01
The Cannata Report -
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Sandisk Is One of the Biggest Winners After Micron's Blowout Earnings
Marc Guberti, The Motley Fool
Wed, July 1, 2026 at 8:12 AM PDT 3 min read
MU
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Micron Technology's (NASDAQ: MU) fiscal 2026 third-quarter earnings left no doubt that the memory boom is still here. Not only did the company smash guidance, but it also told
2026-07-01
observer.com
2026-07-01
observer.com
There is a particular kind of confidence that comes from being able to say no toNvidia. Late last year, the chipmaker—whose market capitalization now exceeds the GDP of most nations—offeredHugging Facea $500 million investment at a $7 billion valuation, a sum larger than everything the company had raised since its founding in 2016. Hugging Face passed. The official line, as reported by theFinancia
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Micron Technology's (
MU
5.25%
) fiscal 2026 third-quarter earnings left no doubt that the memory boom is still here. Not only did the company smash guidance, but it also told investors to expect more than 20% sequential growth for its fiscal 2026 fourth quarter.
Naturally, investors piled into Micron after earnings, but it's not the only winner. Sandisk (
SNDK
7.42%
) might be the better play po
2026-07-01
www.msn.com
2026-07-01
MSN
Micron Technology MU delivered a historic rally in the second quarter of 2026, with its shares surging over 240% and adding approximately $920 billion to its market capitalization. As the broader semiconductor industry is experiencing an absolute renaissance, ignited by the global artificial intelligence (AI) boom, other chip giants, particularly Advanced Micro Devices AMD and Intel INTC, also con
2026-07-01
stocktwits.com
2026-07-01
Stocktwits
stocktwits.com
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2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
NVIDIA’s (NASDAQ:NVDA | NVDA Price Prediction) market cap slipped beneath the $5 trillion mark this month, and the stock has given back roughly a tenth of its value in 30 days. After a parabolic spring, the AI bellwether is taking a breath. Our model reads that breath as a buying opportunity.
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NVDA stock trades at $192.53, with a market cap of $4.663 trillion. Our 24/7 Wall St. price
2026-07-01
tomshardware.com
2026-07-01
Anton Shilov
Tesla hires an Intel veteran, who most recently was responsible for installing advanced tools at Intel's Arizona fab that is now ramping production of chips using 18A fabrication process.
2026-07-01
eetimes.com
2026-07-01
Single Pair Ethernet is becoming increasingly popular in industrial networking due to the simplified cabling with just one twisted pair of wires. If power is also supplied via this, the SPE transmission standard with Power over Data Lines is unbeatable simple, but the implementation not trivial. The reference design for Single Pair Ethernet (SPE) with […]
2026-07-01
www.euractiv.com
2026-07-01
Euractiv
www.euractiv.com
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2026-07-01
www.moomoo.com
2026-07-01
Moomoo
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