Semiconductor News & Analysis Feed
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2026-06-22
finimize.com
2026-06-22
Finimize
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2026-06-22
drrobertcastellano.substack.com
2026-06-22
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
Why Revenue Alone Misleads Semiconductor Equipment Investors
Applied Materials has the industry's broadest equipment portfolio, but ASML and KLA show that leadership depends on dominating the right segments, not simply selling into more of them.
DR. ROBERT CASTELLANO
JUN 22, 2026
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What’s in This Article
Why revenue alone is misleading
Applied Materials’ broad product family base
Tabl
2026-06-22
ts2.tech
2026-06-22
TechStock²
21 JUNE 2026
ARTIFICIAL INTELLIGENCE·EARNINGS·NASDAQ:MU·TECHNOLOGY
2 MINS READ
MICRON STOCK FACES JUNE 24 EARNINGS TEST AFTER AI MEMORY RALLY AND RECORD CLOSE
BY SHAN AHMED KHAN
NEW YORK, June 21, 2026, 17:03 EDT
Micron closed Thursday at $1,133.99, up 8.7%, before Nasdaq’s Friday Juneteenth closure extended the market break into the weekend.
The June 24 fiscal third-quarter report is being tr
2026-06-22
startupfortune.com
2026-06-22
Startup Fortune
Micron goes into its June 24 earnings report with a memory business Wall Street no longer knows how to value. The old commodity-cycle playbook doesn't explain 81% gross margin guidance, HBM contracts signed years ahead, or a stock that has already run hard into the print.
Micron's next earnings call is not a routine update. It is a test of whether investors should still treat the company like a b
2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Semiconductors/NasdaqGS:ALGM
3 US Semiconductor Stocks With Earnings Growth And Valuation Risk
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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The latest rebound in technology and semiconductor stocks has put chip companies back in the spotlight, with the sector moving sharply after Intel’s rally on news of a new U.S. chip partnership with Apple. Combined wi
2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Software/NasdaqGS:SNPS
How Investors Are Reacting To Synopsys (SNPS) Turning Ansys Deal Into Multiphysics Fusion Offerings
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In recent days, Synopsys has rolled out its first Multiphysics Fusion solutions integrating Ansys technology and was selected by GRU Space and Thea Energy, while Murata announced a collabora
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron Q3 earnings, new home sales, Fed's preferred inflation data: What to watch this week
Yahoo Finance Video and Josh Lipton
Sun, June 21, 2026 at 1:00 PM PDT
MU
+6.82%
Trade MU on Coinbase
Trading disclosure
Yahoo Finance's Josh Lipton takes a look at the top stories for investors to watch this week, including Micron (MU) earnings, Cerebras (CBRS) earnings, Carnival (CCL) earnings, home sales
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
The turnaround in Intel's foundry business appears to be working, including a reported chipmaking agreement with Apple.
Taiwan Semiconductor still produces more than 90% of the world's most advanced chips.
Demand for leading-edge manufacturing capacity is running well ahead of supply.
10 stocks we like better than Intel ›
Intel(NASDAQ: INTC) is having a moment. The stock spiked to
2026-06-22
letsdatascience.com
2026-06-22
Let's Data Science
INFRASTRUCTURE
hbm memory
hyperscalers
semiconductor supply
cloud infrastructure
Memory Shortages Leave Hyperscalers Trailing Memory Suppliers
2 sources
|
June 21, 2026
5.2
Relevance Score
Photo: image.cnbcfm.com · rights & takedowns
QUICK SUMMARY
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Jim Cramer wrote in his Sunday column for CNBC that the AI trade has boosted memory and semiconductor-equipment stocks while putting the major clo
2026-06-22
www.newelectronics.co.uk
2026-06-22
New Electronics
www.newelectronics.co.uk
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2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
The turnaround in Intel's foundry business appears to be working, including a reported chipmaking agreement with Apple.
Taiwan Semiconductor still produces more than 90% of the world's most advanced chips.
Demand for leading-edge manufacturing capacity is running well ahead of supply.
10 stocks we like better than Intel ›
Intel(NASDAQ: INTC) is having a moment. The stock spiked to
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Intel Is Stealing the Foundry Spotlight. Is TSMC Still the Most Important Company in Chips?
Daniel Sparks, The Motley Fool
Sun, June 21, 2026 at 11:41 AM PDT 5 min read
INTC
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2330.TW
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NVDA
-0.97%
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Intel (NASDAQ: INTC) is having a moment. The stock spiked to an all-time high on Thursday after President Donald Trump said on social
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Intel (
INTC
+5.19%
) is having a moment. The stock spiked to an all-time high on Thursday after President Donald Trump said on social media that Apple had agreed to work with the company to design and build chips in the U.S. It was the latest in a run of high-profile interest that includes an announced collaboration with Nvidia.
After years of being written off, Intel's foundry comeback suddenly
2026-06-22
www.quiverquant.com
2026-06-22
Quiver Quantitative
Earnings anticipation builds: Discussions on social media highlight anticipation around Micron Technology's upcoming quarterly results, with analysts pointing to potential beats on guidance amid robust AI-driven memory demand. Observers note the stock's recent surge and question whether momentum will sustain through the report. Several posts reference elevated price targets from major firms as a s
2026-06-22
www.aol.com
2026-06-22
AOL.com
The Next $1 Trillion AI Winner May Already Be Hiding Inside Nvidia's Supply Chain
LEO SUN, THE MOTLEY FOOL
Mon, June 22, 2026 at 12:49 AM GMT+8
0
Key Points
Nvidia's CEO claims Marvell can become a trillion-dollar company.
Its growth is accelerating as more companies upgrade their data center infrastructure.
10 stocks we like better than Marvell Technology ›
In early June, Nvidia (NASDAQ: NVDA
2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
Micron earnings report set for June 24, profit growth near 1,000%
The memory chipmaker's AI-fueled surge has pushed its market cap past $1 trillion, and Wall Street expects the blowout numbers to keep
2026-06-22
www.timminstoday.com
2026-06-22
TimminsToday.com
www.timminstoday.com
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2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Nvidia’s CEO claims Marvell can become a trillion-dollar company.
Its growth is accelerating as more companies upgrade their data center infrastructure.
10 stocks we like better than Marvell Technology ›
In early June, Nvidia(NASDAQ: NVDA) CEO Jensen Huang predicted that Marvell Technology(NASDAQ: MRVL), which has a market cap of $272 billion, would become the "next trillion-dollar
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
The Next $1 Trillion AI Winner May Already Be Hiding Inside Nvidia's Supply Chain
Leo Sun, The Motley Fool
Sun, June 21, 2026 at 9:49 AM PDT 3 min read
MRVL
-0.88%
NVDA
-0.97%
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Trading disclosure
In early June, Nvidia (NASDAQ: NVDA) CEO Jensen Huang predicted that Marvell Technology (NASDAQ: MRVL), which has a market cap of $272 billion, would become the "next trillion-d
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
SpaceX and Nvidia have both seen their stock prices soar -- but over different periods of time.
SpaceX recently completed the world’s biggest IPO.
10 stocks we like better than Space Exploration Technologies ›
Space Exploration Technologies(NASDAQ: SPCX), better known as SpaceX, and Nvidia (NASDAQ: NVDA) have a few things in common. They operate in the area of artificial intelligenc