Semiconductor News & Analysis Feed
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2026-06-25
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2026-06-25
openPR.com
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2026-06-25
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2026-06-25
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2026-06-25
Yahoo Finance
Is Micron a Buy After Its Blowout Earnings Report?
Adria Cimino, The Motley Fool
Thu, June 25, 2026 at 8:30 AM PDT 4 min read
MU
+16.81%
Trade MU on Coinbase
Trading disclosure
Micron Technology (NASDAQ: MU) has become one of the key players in the artificial intelligence (AI) boom. When we think of AI, our first thought may be the chips powering AI tasks -- but these chips must be accompanied by
2026-06-25
www.reuters.com
2026-06-25
Reuters
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2026-06-25
ca.finance.yahoo.com
2026-06-25
Yahoo! Finance Canada
Micron joins rivals pitching AI deals as cure for memory's boom-bust cycle
FILE PHOTO: Micron logo is seen in this illustration taken June 11, 2026. REUTERS/Dado Ruvic/Illustration/File Photo · Reuters
By Stephen Nellis, Zaheer Kachwala and Aditya Soni
Thu, June 25, 2026 at 8:22 a.m. PDT 3 min read
MU
+16.17%
005930.KS
+5.29%
000660.KS
+13.06%
NVDA
-0.98%
By Stephen Nellis, Zaheer Kachwala and Ad
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron joins rivals pitching AI deals as cure for memory's boom-bust cycle
Stephen Nellis, Zaheer Kachwala and Aditya Soni
Thu, June 25, 2026 at 8:22 AM PDT 3 min read
MU
+17.69%
005930.KS
+5.29%
000660.KS
+13.06%
NVDA
-2.19%
Explore stocks on Coinbase
Trading disclosure
By Stephen Nellis, Zaheer Kachwala and Aditya Soni
SAN FRANCISCO, June 25 (Reuters) - Memory chipmakers have for decades been
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
LIVE
Updated Today at 1:09 AM GMT+8
Tech stocks live: AI memory trade roars back after Micron earnings crush estimates
Daniel Howley · Technology Editor
Updated Thu, June 25, 2026 at 8:04 AM PDT 1 min read
MU
+17.09%
QCOM
+5.60%
IBM
-1.63%
^IXIC
-0.33%
BABA
-4.46%
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Trading disclosure
Micron's (MU) third quarter earnings on Wednesday delivered a powerful signal to AI trad
2026-06-25
www.zacks.com
2026-06-25
Zacks Investment Research
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In ad
2026-06-25
www.techzine.eu
2026-06-25
Techzine Global
3 MIN
DEVICES
Sovereign European chips could become a RISC-V-based reality
SUSE and Openchip Join Forces
ERIK VAN KLINKEN
Jun 25, 2026, 11:00 PM GMT+8
A sovereign IT infrastructure is open to interpretation. Only the American hyperscalers consider data residency sufficient to call an IT stack sovereign. Rarely, however, is the physical hardware discussed: how autonomous are you if your chips come
2026-06-25
tomshardware.com
2026-06-25
Etiido Uko
ASUS has released beta BIOS updates for several X870, B850, and X670 AM5 motherboards, restoring Transparent Secure Memory Encryption support for non-Pro Ryzen 9000 CPUs.
2026-06-25
www.businessinsider.com
2026-06-25
Business Insider
It's a volatile day on Wall Street after a short-lived tech rally soured and abruptly reversed course.
Micron's stellar earnings report boosted the stock by nearly 20% and reignited the AI trade, helping the Nasdaq 100 jump 2% at Thursday's opening bell.
But it wasn't to last. Just a half an hour into regular trading, the tech-heavy Nasdaq's gains reversed, dragged lower by Apple stock, which dr
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
NVIDIA’s (NASDAQ:NVDA | NVDA Price Prediction) setup heading into the back half of 2026 mirrors what drove the stock higher in 2025: revenue accelerating, margins holding, and hyperscaler demand outrunning supply. The pullback has reset expectations, and our model suggests the market is underpricing the next 12 months.
Video Muted
Our 24/7 Wall St. price target for Nvidia is $251.55, implying me
2026-06-25
pro.thestreet.com
2026-06-25
TheStreet Pro
HOME>TRADE-IDEAS
TRADE-IDEAS
Micron Report Is Greatest in Recent ‘Memory’. Here’s How I’m Responding
Micron’s quarterly report could be among the best in the history of corporate America. But will we see a Hynix hiccup?
Stephen Guilfoyle·Jun 25, 2026, 10:50 AM EDT
COMMENTS
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Unlo
2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Space Exploration Technologies, better known as SpaceX, may have captured the attention of many investors, but I think several stocks are far better investments today. One of the best may be sitting right under investors' noses.
Although it's the largest company in the world, I think Nvidia (
NVDA
1.73%
) is a far better buy, especially if 2027's artificial intelligence (AI) spending dwarfs 2026'
2026-06-25
www.marketbeat.com
2026-06-25
MarketBeat
Micron’s HBM Surge Could Redefine the AI Growth Story
Written by Thomas Hughes | Reviewed by Clare Titus
June 25, 2026
KEY POINTS
Micron reported fiscal Q3 revenue of $41.46 billion, up 345% year over year and roughly 1,550 basis points above consensus estimates.
Strong HBM demand, with new supply not expected to meaningfully impact the market until 2028, supports sustained hypergrowth over the ne
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Computer memory specialist Micron (
MU
+12.42%
) stock surged 19.2% Thursday morning after crushing analyst forecasts for fiscal Q3 earnings.
Wall Street had expected Micron to earn $20.78 per share, adjusted for one-time items, on $35.8 billion in quarterly sales. Micron actually earned $25.11 per share, and its sales quadrupled year over year to $41.5 billion.
Image source: Micron.
Micron Q3
2026-06-25
www.cmcmarkets.com
2026-06-25
CMC Markets
Micron earnings could become a key test for the AI and semiconductor sectors, with investors focused on HBM memory demand and the durability of the AI infrastructure boom. The results may matter well beyond Micron itself, influencing sentiment towards Nvidia, AMD, Broadcom, TSMC and the wider chip sector.
2026-06-25
yourstory.com
2026-06-25
YourStory.com
Explainers
OpenAI turns up the heat in chip market with Jalapeño
The Jalapeño chip highlights that frontier AI requires vast power and bespoke hardware from specialised factories, while also marking OpenAI’s strategic transition into a leading full-stack semiconductor and infrastructure player.
Ishan Patra
915 Stories
Thursday June 25, 2026 , 7 min Read
ChatGPT maker OpenAI has stepped beyond th
2026-06-25
www.barrons.com
2026-06-25
Barron's
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