Semiconductor News & Analysis Feed
9681 articles
2026-06-25
qz.com
2026-06-25
qz.com
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2026-06-25
www.investors.com
2026-06-25
Investor's Business Daily
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2026-06-25
www.qualcomm.com
2026-06-25
Qualcomm
Qualcomm Incorporated (NASDAQ: QCOM), a connected computing leader at the center of the AI era, today outlined the acceleration of its diversification strategy and unveiled its comprehensive strategy for the data center, marking its next phase of growth across every tier of the compute continuum, at its 2026 Investor Day.
“We are defining Qualcomm’s next chapter as we accelerate our edge diversi
2026-06-25
www.qualcomm.com
2026-06-25
Qualcomm
Qualcomm Technologies, Inc. (NASDAQ: QCOM) today announced the expansion of its strategic relationship with Hugging Face to advance open, developer-driven artificial intelligence (AI) from devices to cloud infrastructure. This collaboration is intended to unite Qualcomm Technologies’ industry-leading device to data center platforms with Hugging Face’s global AI community, model ecosystem, and deve
2026-06-25
investor.qualcomm.com
2026-06-25
Qualcomm
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– Establishes Strong Foundation for Long-Term Growth in the Agentic Era –
– Expands Beyond Silicon to Deliver a Range of Full-Stack AI Platforms, from Edge to Cloud –
NEW YORK--(BUSINESS WIRE)--
2026-06-25
stockstory.org
2026-06-25
StockStory
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2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
LIVE
Updated Today at 8:44 PM UTC
Tech stocks live: Micron stock jumps over 12% on earnings beat after tumbling earlier this week
Daniel Howley · Technology Editor
Updated Wed, June 24, 2026 at 1:24 PM PDT 1 min read
MU
-0.31%
QCOM
-3.29%
GOOGL
-0.23%
NVDA
-0.50%
^SOX
-0.18%
Explore stocks on Coinbase
Trading disclosure
Micron (MU) announced its third quarter earnings after the bell on Wednesday,
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Q3 earnings far surpass Wall Street's estimates on the top & bottom lines
Yahoo Finance Video
Wed, June 24, 2026 at 1:21 PM PDT
MU
-0.31%
Trade MU on Coinbase
Trading disclosure
Micron (MU) reported third quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $25.11 (compared to analyst estimates of $20.49), and revenue came in at $41.46 billion (
2026-06-25
www.reuters.com
2026-06-25
Reuters
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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
Is Applied Materials (AMAT) the Best All-Time High Stock with Legs to Rally Further?
Jeff Lewis
Wed, June 24, 2026 at 1:14 PM PDT 1 min read
AMAT
+0.53%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 All-Time High Stocks with Legs to Rally Further.
On June 22, 2026, Wells Fargo raised its price target on Applied Materials, Inc. (NASDAQ:AMAT) to $
2026-06-25
www.fxstreet.com
2026-06-25
FXStreet
www.fxstreet.com
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2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
www.investors.com
2026-06-25
Investor's Business Daily
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2026-06-25
investinglive.com
2026-06-25
investingLive
The scale of the beat, with revenue coming in more than $5.7 billion above consensus and Q4 guidance topping estimates by around $7 billion at the midpoint, signals that AI-driven memory demand is compounding faster than the sell side can model. Gross margin guidance of approximately 86% for Q4 suggests pricing power is intensifying alongside volume, a combination that points to sustained earnings
2026-06-25
asia.nikkei.com
2026-06-25
Nikkei Asia
CEO says every AI foundational model company in China are customers
Qualcomm CEO Cristiano Amon speaks in front of audience in New York on June 24. (Photo by Yifan Yu)
NEW YORK -- Qualcomm unveiled its data center chip lineup on Wednesday, becoming the latest chipmaker to enter the AI processor race in an attempt to challenge market leader Nvidia.
2026-06-25
www.constellationr.com
2026-06-25
Constellation Research
Qualcomm outlines new CPU, AI accelerator roadmap, inks deal with Meta
PUBLISHED JUNE 24, 2026
Qualcomm outlined its latest data center offerings including the Qualcomm Dragonfly C1000 CPU, Qualcomm High Bandwidth Compute (HBC) and Qualcomm Dragonfly AI300 inference accelerator. Qualcomm also detailed custom silicon offerings.
The data center roadmap was detailed at Qualcomm's Investor Day. The
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron tops Q3 earnings estimates, offers better-than-expected outlook and declares dividend
Daniel Howley · Technology Editor
Updated Wed, June 24, 2026 at 3:14 PM PDT 2 min read
MU
-0.31%
Trade MU on Coinbase
Trading disclosure
Micron (MU) announced its third quarter earnings after the bell on Wednesday, beating analysts' expectations on the top and bottom lines and surpassing estimates for the
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron (NASDAQ:MU) Reports Upbeat Q2, Stock Soars
Radek Strnad
Wed, June 24, 2026 at 1:08 PM PDT 4 min read
MU
-0.31%
Trade MU on Coinbase
Trading disclosure
Memory chips maker Micron (NASDAQ:MU) reported Q2 CY2026 results topping the market's revenue expectations , with sales up 346% year on year to $41.46 billion. On top of that, next quarter's revenue guidance ($50 billion at the midpoint) was