Semiconductor News & Analysis Feed
3058 articles
2026-06-26
fortune.com
2026-06-26
Fortune
Micron’s blowout quarter wasn’t just a beat. It was a restructuring of how Wall Street will price memory — and maybe all of semiconductors — for years to come.
The bears had been sharpening their claws all week.
Korean semiconductor stocks had wobbled. Chatter about AI demand peaking was growing louder in the corridors of hedge funds and on trading desks from Midtown Manhattan to Tokyo’s Marunou
2026-06-25
eetimes.com
2026-06-25
The custom inference accelerator follows the hyperscaler playbook, but the AI-automated chip design process could prove the more consequential announcement.
2026-06-25
gizmodo.com
2026-06-25
Gizmodo
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2026-06-25
www.reuters.com
2026-06-25
Reuters
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2026-06-25
www.advisorperspectives.com
2026-06-25
Advisor Perspectives
www.advisorperspectives.com
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Privacy
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Sandisk, Western Digital, and others soar as Micron results 'justify elevated valuations'
Ines Ferré · Senior Business Reporter
Updated Thu, June 25, 2026 at 7:50 AM PDT 1 min read
MU
+13.02%
AMD
+0.11%
NVDA
-1.45%
INTC
-1.24%
MRVL
-0.50%
Explore stocks on Coinbase
Trading disclosure
What happened: Memory and storage stocks rallied on Thursday. Shares of Sandisk (SNDK) and Western Digital (WDC) g
2026-06-25
tomshardware.com
2026-06-25
Mark Tyson
Apple has made the unprecedented decision to hike the prices of all its current computers and tablets with some entry-level model prices up as much as $500.
2026-06-25
www.reuters.com
2026-06-25
Reuters
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2026-06-25
airsideint.com
2026-06-25
Airside International
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2026-06-25
tomshardware.com
2026-06-25
Anton Shilov
Micron has signed 16 LTAs with various customers to supply DRAM and NAND worth $100 billion.
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
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2026-06-25
news.futunn.com
2026-06-25
富途牛牛
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2026-06-25
tomshardware.com
2026-06-25
Jowi Morales
Gamers and enthusiasts just can’t catch a break from the memory chip shortage.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
LIVE
Updated 27 mins ago
Stock market today: Dow, S&P 500, Nasdaq futures rise as Micron eases AI jitters ahead of PCE
Amalya Dubrovsky
Updated Thu, June 25, 2026 at 3:25 AM PDT 1 min read
MU
-0.31%
^DJI
+0.35%
^IXIC
-0.43%
^NDX
-0.43%
^GSPC
-0.10%
Trade MU on Coinbase
Trading disclosure
Tech stocks jumped before the bell on Thursday as blowout Micron (MU) earnings helped boost sagging confidence
2026-06-25
www.forbes.com
2026-06-25
Forbes
INNOVATION
AI
Whoever Wins AI Will Count Transformers, Not Nvidia Chips
ByRobert J. Szczerba,
Contributor.
Robert J. Szczerba is a tech CEO covering AI, robotics and automation
Follow Author
Jun 25, 2026, 06:15am EDT
Summary
The US AI buildout faces a critical bottleneck: not chips, but power infrastructure. Half of planned 2026 data centers are stalled due to shortages of transformers, switc
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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Get the most important global
2026-06-25
fortune.com
2026-06-25
Fortune
Good morning. On Fortune’s radar today:
Markets: Micron drives tech stock rally.
Big-name money managers are piling into Amazon.
Oil is nearly normal.
J.P. Morgan warns “flash-crash” may be coming.
Denver’s reduced enthusiasm for eating out.
Reid Hoffman rips into Elon Musk.
ONE BIG THING
It’s an open secret: Amazon is the favored stock of star money managers
In recent quarters, a roster of money
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.reuters.com
2026-06-25
Reuters
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