Semiconductor News & Analysis Feed
129 articles
2026-07-06
news.google.com
2026-07-06
Intellectia AI
2026-07-04
news.google.com
2026-07-04
Intellectia AI
2026-07-03
www.aol.com
2026-07-03
AOL.com
Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks
DAVID MOADEL
Fri, July 3, 2026 at 10:18 PM GMT+8
0
Photo by Astrid Stawiarz/Getty Images
Quick Read
Burry shorted Micron and NVIDIA, betting on a 30% chip correction as Micron's 242% YTD rally reaches its most extreme technical extension above its 200-day MA since 1984.
Burry's SOXX ETF short a
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks
David Moadel
Fri, July 3, 2026 at 7:18 AM PDT 4 min read
MU
+1.11%
NVDA
+3.65%
SOXX
+1.87%
AMAT
+2.89%
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Trading disclosure
Quick Read
Burry shorted Micron and NVIDIA, betting on a 30% chip correction as Micron's 242% YTD rally reaches its most extreme technical extensio
2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
Michael Burry, the Scion Asset Management founder popularized in The Big Short, disclosed a new short position against Micron Technology (NASDAQ:MU | MU Price Prediction) in a Substack post dated July 2. Burry stated that the puts “seemed expensive,” so he shorted the stock directly and would add puts if volatility eases. He identified his disclosed entry at $1,051.87 per share.
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The
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
The semiconductor industry is playing an instrumental role in the proliferation of artificial intelligence (AI). The training and deployment of AI models and inference applications wouldn't have been possible without chips, which explains why semiconductor companies have witnessed terrific growth in revenue and earnings in recent years.
Moreover, chips are also needed to run AI workloads locally
2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
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2026-07-02
www.cnbc.com
2026-07-02
CNBC
A day after closing out a blockbuster three months on Wall Street, high-flying chip stocks suffered steep declines to open the third quarter.
Memory maker Micron
dropped 11%, wiping out $138 billion of market cap. Intel
fell 9% and rival chipmaker Advanced Micro Devices
dropped 7%.
Those three stocks boomed in the second quarter, adding $2 trillion in combined value, as investors wagered that
2026-07-01
www.axios.com
2026-07-01
Axios
www.axios.com
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2026-07-01
news.futunn.com
2026-07-01
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2026-07-01
www.gurufocus.com
2026-07-01
GuruFocus
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2026-06-29
seekingalpha.com
2026-06-29
Seeking Alpha
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2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Broadcom, Micron, AMD, and Other AI Chip Stocks Slumped on Friday. You Can Thank OpenAI and SpaceX.
Danny Vena, CPA, The Motley Fool
June 26, 2026 4 min read
The past few years have been lucrative for semiconductor investors. This has been especially true for chip stocks serving the artificial intelligence (AI) boom. The PHLX Semiconductor Index -- which lists the 30 largest U.S.-listed chipmaker
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The past few years have been lucrative for semiconductor investors. This has been especially true for chip stocks serving the artificial intelligence (AI) boom. The PHLX Semiconductor Index -- which lists the 30 largest U.S.-listed chipmakers -- has soared 429% (as of this writing) since the adoption of AI began in earnest in early 2023.
At the same time, those same stocks have been fraught with
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
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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
2026-06-25
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