Semiconductor News & Analysis Feed
203 articles
2026-06-26
kfgo.com
2026-06-26
The Mighty 790 KFGO
By Shashwat Chauhan and Joel Jose
June 26 (Reuters) – Nasdaq futures slid more than 1% on Friday, as chipmakers came under renewed selling pressure after a stellar run this quarter, with investors questioning high valuations and the repercussions of massive AI spending by companies.
Micron Technology shed 6.4% in premarket trading after jumping more than 15% in the previous session. Intel and A
2026-06-26
www.reuters.com
2026-06-26
Reuters
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2026-06-26
ca.finance.yahoo.com
2026-06-26
Yahoo! Finance Canada
Wall St futures fall as chip stocks resume slide after Micron-led rally
1 / 10
Wall St futures fall as chip stocks resume slide after Micron-led rally
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., June 24, 2026. REUTERS/Brendan McDermid
Reuters
Fri, June 26, 2026 at 2:47 a.m. PDT 3 min read
MU
+15.81%
^IXIC
-0.46%
AAPL
-6.15%
INTC
+0.73%
NVDA
-1.59%
June
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Shockwave Sends This AI Chip Stock Soaring
Nauman Khan
Thu, June 25, 2026 at 10:16 AM PDT 1 min read
SSNLF
0.00%
This article first appeared on GuruFocus.
SK Hynix (HXSCL) shares climbed more than 15% on Thursday after the South Korean chipmaker outlined plans for a U.S. listing and got a lift from stronger-than-expected results at Micron (NASDAQ:MU),
SK Hynix said it plans to issue 17.7
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
onsemi vs. STMicroelectronics: Which EV Chip Stock Is the Better Buy?
Shrabana Mukherjee
Thu, June 25, 2026 at 8:45 AM PDT 7 min read
STMPA.PA
+2.68%
ON
+3.20%
STM
+4.16%
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Trading disclosure
The electrification of transportation continues to create long-term opportunities for semiconductor companies specializing in power management, silicon carbide (SiC), sensors and aut
2026-06-25
www.zacks.com
2026-06-25
Zacks Investment Research
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron's 19% Rally Sends AI Chip Stocks Surging
Khac Phu Nguyen
Thu, June 25, 2026 at 6:52 AM PDT 1 min read
MU
+13.46%
SMH
+1.69%
WDC
+5.50%
SNDK
+15.44%
STX
+3.35%
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Trading disclosure
This article first appeared on GuruFocus.
Semiconductor stocks are pushing higher in early trading as Micron Technology (NASDAQ:MU) gave investors another reason to believe the AI chip c
2026-06-25
www.fastcompany.com
2026-06-25
Fast Company
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2026-06-25
www.cnbc.com
2026-06-25
CNBC
Micron
stock soared 15% on Thursday after the memory maker reported blockbuster third-quarter earnings as the artificial intelligence boom causes demand for memory to surge.
Shares climbed even higher earlier in the day, pushing Micron’s market cap above Meta
and Tesla
among the most valuable U.S. companies.
Other names in the memory space also popped, with Sandisk
gaining nearly 22% on Thur
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
What Makes Taiwan Semiconductor Manufacturing Company (TSM) One of the Best AI Chip Stock to Buy for the Long Term
Catherine Talavera
Wed, June 24, 2026 at 11:23 PM PDT 2 min read
2330.TW
0.00%
AMKR
-4.57%
TSM
+1.02%
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Trading disclosure
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. The stock jump
2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
www.reuters.com
2026-06-25
Reuters
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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
Micron and Qualcomm forecasts ignite $400 billion AI chip stock rally
Noel Randewich
Wed, June 24, 2026 at 4:09 PM PDT 1 min read
QCOM
-3.29%
MU
-0.31%
ARM
-2.00%
MRVL
-0.84%
AVGO
+0.51%
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Trading disclosure
By Noel Randewich
June 24 (Reuters) - Shares of chipmakers surged late on Wednesday, adding over $400 billion in market value after strong forecasts from Micron Tec
2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
www.gurufocus.com
2026-06-25
GuruFocus
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2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Artificial intelligence (AI) is moving from the training phase to the production phase, as enterprises, users, and governments that have spent hundreds of billions of dollars on this technology are looking to unlock its productivity gains.
This process of deploying trained AI models into production, where they execute tasks in the real-world by ingesting fresh inputs, is known as inference. Deloi
2026-06-24
stocksdownunder.com
2026-06-24
Stocks Down Under
KEY POINTS
A global chip sell-off dragged the US Nasdaq down 2.21% overnight, with the rout starting in South Korea, where memory giants Samsung and SK Hynix each fell more than 12%.
Micron tumbled about 13% to US$1,051.77, and Nvidia lost around 4%, as investors began to ask whether the AI boom has run too far.
We believe this looks more like a sharp reset after a huge rally than proof that the
2026-06-24
www.foreignpolicyjournal.com
2026-06-24
foreignpolicyjournal.com
A wave of selling across technology stocks is intensifying fears that the artificial intelligence spending boom may not deliver the returns investors have been counting on.
The tech-heavy Nasdaq Composite fell approximately 2% on Tuesday afternoon as major AI-related names continued their decline for a second consecutive session.
Submit a Press Release or News Tip
Nvidia and Alphabet, two of th
2026-06-24
www.gurufocus.com
2026-06-24
GuruFocus
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