Semiconductor News & Analysis Feed
7941 articles
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Palantir Jumps 9% on NVIDIA Sovereign-AI Deal, Palo Alto Networks Climbs 4%
David Moadel
Wed, July 1, 2026 at 10:57 AM PDT 4 min read
PLTR
+1.38%
PANW
-5.73%
NVDA
+0.71%
CRWD
-2.39%
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PLTR stock jumped 9% after announcing its NVIDIA sovereign-AI partnership, while PANW stock climbed 4%, though PLTR still trades down 28.5% year to date.
Crowd
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Prediction: Micron’s Remarkable 800% Run Masks Risk and Our Target Reflects Caution Ahead
Vandita Jadeja
Wed, July 1, 2026 at 10:56 AM PDT 4 min read
MU
-4.71%
NVDA
+0.71%
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MU beat Q3 revenue estimates by 18% and EPS by 24%, yet shares dropped 7% post-earnings, signaling the stock has priced in perfection.
Micron's weekly RSI has sat above
2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
www.gurufocus.com
2026-07-02
GuruFocus
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2026-07-02
developer.nvidia.com
2026-07-02
NVIDIA Developer
Reinforcement learning (RL) is central to aligning language models, from reinforcement learning with human feedback (RLHF) within AI assistants to newer reinforcement learning with verifiable rewards (RLVR) workflows for reasoning and agent tasks.
RL is now becoming a practical technique for specialized AI where enterprises need more accurate agents for domain-specific workflows. Open models pro
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Key Points
Micron stock has been one of the market's biggest winners over the last year.
AI-driven demand for the company's memory chips has been incredibly strong, powering huge growth in sales and earnings.
Sales and earnings momentum have made Micron one of the world's most valuable companies, and its demand outlook remains strong.
10 stocks we like better than Micron Technology ›
Momentum
2026-07-02
boisedev.com
2026-07-02
Boise Dev
boisedev.com
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2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Momentum for leading artificial intelligence (AI) chip stocks has been incredibly bullish over the last year, and Micron Technology (
MU
5.25%
) has been one of the best-performing names in the category. Soaring demand for its high-bandwidth memory (HBM) chips and other solutions has translated into stellar growth in unit sales that has pushed revenue higher, and increased pricing power has also l
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
Three years into the artificial intelligence buildout, hyperscaler spending has carried semiconductors from a cyclical play to the highest-beta vehicle in the equity market. Microsoft, Google, Meta, and Amazon are guiding combined 2026 capital expenditures above $400 billion, up from roughly $230 billion in 2024, and most of that flows through chip designers, foundries, memory makers, and lithogra
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade
David Beren
Wed, July 1, 2026 at 9:17 AM PDT 6 min read
NVDA
+0.71%
MSFT
+0.54%
GOOGL
+0.16%
META
+2.55%
AMZN
+0.75%
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SOXX delivered a 103% year-to-date return versus SMH's 75%, proving capped, broader exposure across 34 holdings beats concent
2026-07-02
blockonomi.com
2026-07-02
Blockonomi
blockonomi.com
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2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Micron (
MU
5.25%
) may be moving from a cyclical memory stock into a key AI infrastructure supplier. The Anthropic partnership, rising HBM demand, and tight memory supply could support a much bigger bullish thesis, but the rally also comes with real valuation and competition risks.
Stock prices used were the market prices of June 25, 2026. The video was published on June 29, 2026.
2026-07-01
sg.finance.yahoo.com
2026-07-01
Yahoo Finance Singapore
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Texas Instruments to webcast Q2 2026 earnings conference call
PR Newswire
Wed, 1 July 2026 at 8:45 am GMT-7 1 min read
TXN
-3.36%
DALLAS, July 1, 2026 /PRNewswire/ -- Texas Instruments Incorporated (TI) (Nasdaq: TXN) will webcast its second quarter earnings conference call on Wednesday, July 22, at 3:
2026-07-01
news.google.com
2026-07-01
Stock Titan
2026-07-01
futurumgroup.com
2026-07-01
The Futurum Group
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron (MU) Lands GM Supply Deal And Backs Trump Accounts With $250 Million
Bailey Pemberton
Wed, July 1, 2026 at 8:33 AM PDT 4 min read
MU
-4.71%
GM
-2.34%
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Micron Technology (Nasd
2026-07-01
videocardz.com
2026-07-01
VideoCardz.com
videocardz.com
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2026-07-01
www.ad-hoc-news.de
2026-07-01
AD HOC NEWS
Cadence Design Systems, US12541W1027
Cadence Design Systems stock holds steady. Focus turns to its core software business.
Veröffentlicht: 01.07.2026 um 17:26 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Cadence Design Systems stock is holding steady as investors focus on the chip design software maker's recurring software model and its place in US electr
2026-07-01
qz.com
2026-07-01
qz.com
General Motors $GM and Micron $MU Technology announced Wednesday that they had formalized a long-term supply agreement covering memory and storage chips for automotive manufacturing.
Under the Strategic Customer Agreement, GM will secure supply of LPDRAM, NOR, and UFS NAND products from Micron. The two companies also said they will continue working together to develop and qualify future memory te