Semiconductor News & Analysis Feed
705 articles
2026-07-05
news.google.com
2026-07-05
The Motley Fool
2026-07-04
www.msn.com
2026-07-04
MSN
I have covered Micron more times lately than any other stock on my beat. The Q3 earnings beat was historic. The guidance was historic. The HBM4 shipment disclosure was historic.
And yet the stock is now trading near $970, down from a 52-week high of $1,255 reached June 25, as investors wrestle with a question the market keeps returning to: how long can this last?
On June 30, Jim Cramer sat down
2026-07-04
www.thestreet.com
2026-07-04
thestreet.com
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2026-07-03
www.moomoo.com
2026-07-03
Moomoo
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Micron’s CEO Says Even His Own Customers Couldn’t See This Coming. Now He’s Spending $200 Billion
Omor Ibne Ehsan
Thu, July 2, 2026 at 9:42 AM PDT 4 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
Quick Read
Micron (MU) absorbed a $5.83B net loss in FY2023, invested $10B into capacity anyway, and now guides a single quarter to $50B in revenue.
Mehrotra says Micron can only fill 50% to
2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
Sanjay Mehrotra sat with Jim Cramer on June 30, 2026 and said the quiet part out loud about the AI memory boom. “Even our customers could not forecast this demand.” Coming from the CEO whose company sells the memory going into every AI accelerator, that is quite the admission. And it explains why Micron Technology (NASDAQ:MU | MU Price Prediction) is now writing checks on a scale the semiconductor
2026-07-03
tomshardware.com
2026-07-03
Bruno Ferreira
Palantir CEO Alex Karp boldly states in an interview that claims AI companies are stealing customer's data while charging them for unproductive services.
2026-07-02
www.benzinga.com
2026-07-02
Benzinga
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2026-07-02
www.msn.com
2026-07-02
MSN
High-stakes launch: The R2 SUV is Rivian’s most important product yet, aimed at the mass market with strong early demand.
Chip supply fears: CEO RJ Scaringe says memory chip shortages from AI demand pose the biggest risk to production.
Investor watch: Shares dipped as markets await Q2 delivery numbers, with retail sentiment cautious but some optimism.
2026-07-02
es.tradingview.com
2026-07-02
TradingView
Noticias
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Rivian CEO Flags Memory Chip Shortage Risk For R2 Production – Retail Eyes Q2 Delivery Numbers
Rivian CEO Flags Memory Chip Shortage Risk For R2 Production – Retail Eyes Q2 Delivery Numbers
2 minutos de lectura
RIVN
−0,12%
PUNTOS CLAVE:
CEO RJ Scaringe told Axios the R2 vehicle represents an existential test.
He dismissed demand as a concern for R2, instead highlighting supply chain wor
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Rivian CEO Flags Memory Chip Shortage Risk For R2 Production – Retail Eyes Q2 Delivery Numbers
Rivian CEO Flags Memory Chip Shortage Risk For R2 Production – Retail Eyes Q2 Delivery Numbers · Stocktwits
Anan Ashraf
July 1, 2026 3 min read
RIVN
+1.03%
Trade RIVN on Coinbase
Trading disclosure
CEO RJ Scaringe told Axios the R2 vehicle represents an existential test.
He dismissed demand as a concer
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
eetimes.com
2026-07-01
OxCore GPU IP is up and running on FPGA today, CEO Raja Koduri told EE Times.
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Nvidia's (
NVDA
+0.62%
) CEO and co-founder, Jensen Huang, has no problem calling out stocks that he thinks will be worthwhile investments. Recently, he made another one of those calls, pinpointing Marvell (
MRVL
7.45%
) as a top stock pick. In fact, he thinks it will be one of the next trillion-dollar companies.
That's high praise from the CEO of the world's largest company, but does that assess
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Nvidia's CEO Jensen Huang Just Called Marvell Technology The Next Trillion-Dollar Company. But Is It the Better Stock to Buy?
Keithen Drury, The Motley Fool
Wed, July 1, 2026 at 3:40 AM PDT 4 min read
NVDA
+0.71%
MRVL
-7.45%
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Trading disclosure
Nvidia's (NASDAQ: NVDA) CEO and co-founder, Jensen Huang, has no problem calling out stocks that he thinks will be worthwhile in
2026-07-01
www.starnewskorea.com
2026-07-01
starnewskorea.com
*This content was translated by AI.
Shin Jin-seo, 9-dan. /Photo=Korea Baduk Association
World-renowned top player Shin Jin-seo (26), 9-dan, will compete in a handicap game against the Go artificial intelligence (AI) KataGo.
The 'SSEN Math · The Korea Economic Daily (Hankyung) Gishinjeon ()', organized by Korea Baduk Association and hosted by The Korea Economic Daily (Hankyung) Media Group, with
2026-07-01
news.futunn.com
2026-07-01
富途牛牛
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2026-07-01
news.google.com
2026-07-01
CNBC
2026-07-01
news.google.com
2026-07-01
CNBC
2026-07-01
www.techbuzz.ai
2026-07-01
The Tech Buzz
Micron Technology CEO Sanjay Mehrotra just dropped a truth bomb about why the memory chip industry can't keep up with AI demand. Years of customers squeezing suppliers on price left chipmakers chronically underinvested in new capacity, he revealed in remarks to CNBC. The admission comes as memory prices surge and tech giants scramble for high-bandwidth memory chips essential for AI data centers.