Semiconductor News & Analysis Feed
6451 articles
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
While all eyes are on Micron Technology's (
MU
13.08%
) fiscal 2026 third-quarter earnings report, which will be released after the market closes on June 24, the memory specialist has just announced a strategic partnership with artificial intelligence (AI) specialist Anthropic, which could be a big deal in the long run.
On June 22, Micron said that its strategic agreement with Anthropic involves
2026-06-24
www.asktraders.com
2026-06-24
AskTraders
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23 Jun 2026, 17:04
Infineon Shares Slide 6% Despite Susquehanna’s Bullish Price Target Hike
Asktraders News Team
Infineon Technologies (ETR: IFX) shares tumbled more than 6% on Tuesday, closing at €80.56 from a previous close of €85.94, even as Wall Street firm Susquehanna issued a significantly upgraded price target — underscoring a growing disconnect between analyst optimism and b
2026-06-24
www.gurufocus.com
2026-06-24
GuruFocus
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Why Micron Stock Suddenly Crashed
Rich Smith, The Motley Fool
Tue, June 23, 2026 at 8:37 AM PDT 3 min read
MU
-13.18%
NVDA
-4.13%
005930.KS
+9.84%
000660.KS
+0.98%
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Trading disclosure
Did the AI memory chip bubble just burst? Shares of memory specialist Micron (NASDAQ: MU) collapsed Tuesday morning, falling 10% through 11:05 a.m. ET. And you can trace the origins of this
2026-06-23
au.finance.yahoo.com
2026-06-23
Yahoo Finance Australia
Synopsys vs. Applied Digital: Which AI Stock Has an Edge Right Now?
Subham Roy
Tue 23 June 2026 at 8:11 am GMT-7 6 min read
APLD
+0.15%
SNPS
-0.66%
Synopsys SNPS and Applied Digital APLD are two of the biggest beneficiaries of surging AI capital expenditure by global investors in the semiconductor industry. All the layers of the semiconductor industry, including electronic and design automation,
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron Earnings Have Never Looked Better. Start Worrying.
Trefis Team
Tue, June 23, 2026 at 8:04 AM PDT 4 min read
MU
-0.01%
MSFT
+0.16%
GOOGL
+1.91%
META
+0.43%
Explore stocks on Coinbase
Trading disclosure
Image by Nico Franz from Pixabay
Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion - among the largest single-
2026-06-23
www.trefis.com
2026-06-23
Trefis
Micron Earnings Have Never Looked Better. Start Worrying.
June 23rd, 2026 by Trefis Team
-66.45%
Downside
1052
Market
353
Trefis
MU
Micron Technology
Micron Technology’s stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion – among the largest single-year gains in the company’s four-decade trading history. The rally is driven by surging dem
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron’s 12% Sell-Off Is a Gift. AI’s Memory Crisis Makes It a Long-Term Buy
Rich Duprey
Tue, June 23, 2026 at 7:36 AM PDT 4 min read
MU
-13.18%
NVDA
-4.13%
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Trading disclosure
Quick Read
Despite a 12% drop during a broader tech rout, the company remains one of the primary beneficiaries of the AI-driven memory boom.
AI demand is expanding beyond High Bandwidth Memory in
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Jim Cramer Says Micron Needs a Massive Beat and Raise to Keep Soaring
Syeda Seirut Javed
Tue, June 23, 2026 at 7:31 AM PDT 1 min read
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Cramer noted what t
2026-06-23
wccftech.com
2026-06-23
Wccftech
SK Hynix is planning to return to general-purpose DRAM, such as DDR5, after securing record revenue from HBM memory.
HBM has been the main driver for the big three DRAM manufacturers for the last couple of months due to increased demand from AI firms. This has led to record profits for Samsung, Micron, and SK Hynix. At the same time, these companies stopped focusing production on general-purpose
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Buy, Sell, or Hold: SanDisk at $2,184 and Micron at $1,134
Vandita Jadeja
Tue, June 23, 2026 at 7:27 AM PDT 4 min read
MU
-13.18%
SNDK
-13.64%
NVDA
-4.13%
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Trading disclosure
Quick Read
SanDisk surged 4,586% and Micron 833% over the past year on AI memory demand, yet both stocks trade significantly above analyst consensus targets.
Micron's forward P/E of 10, a 30% divid
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Nvidia, Micron, AMD lead tech sell-off as AI trade cools
Ines Ferré · Senior Business Reporter
Updated Tue, June 23, 2026 at 1:40 PM PDT 1 min read
NVDA
-4.13%
GOOGL
-0.98%
GOOG
-0.77%
MU
-13.18%
ANTH.PVT
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Trading disclosure
What happened: Nvidia (NVDA), Micron Technology (MU), and AMD (AMD) led a tech sector sell-off on Tuesday.
What's behind the move: Investors shifte
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
ASML Holding N.V. (ASML) Reported Strong Returns in Q1
Soumya Eswaran
Tue, June 23, 2026 at 7:03 AM PDT 3 min read
ASML.AS
-0.24%
^GSPC
+0.68%
CL=F
-4.62%
ASML
-1.16%
Trade ASML on Coinbase
Trading disclosure
Burke Wealth Management, an investment management company, released its "Focused Growth Strategy" first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund re
2026-06-23
ca.finance.yahoo.com
2026-06-23
Yahoo! Finance Canada
Nvidia, Micron, AMD lead tech sell-off as AI trade cools
Ines Ferré · Senior Business Reporter
Updated Tue, June 23, 2026 at 1:40 p.m. PDT 1 min read
What happened: Nvidia (NVDA), Micron Technology (MU), and AMD (AMD) led a tech sector sell-off on Tuesday.
What's behind the move: Investors shifted to risk-off mode, selling this year's market leaders after a hawkish Federal Reserve signaled last
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Nvidia, Micron, AMD lead tech sell-off as AI trade cools
Ines Ferré · Senior Business Reporter
Updated Tue, June 23, 2026 at 1:40 PM PDT 1 min read
NVDA
-4.13%
GOOGL
-0.98%
GOOG
-0.77%
MU
-13.18%
ANTH.PVT
Explore stocks on Coinbase
Trading disclosure
What happened: Nvidia (NVDA), Micron Technology (MU), and AMD (AMD) led a tech sector sell-off on Tuesday.
What's behind the move: Investors shifte
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron's Stock Is Up 861% Over the Past Year. These Analysts See 30% Upside From the Current Price.
Chris Neiger, The Motley Fool
Tue, June 23, 2026 at 6:35 AM PDT 4 min read
MU
-13.18%
NVDA
-4.13%
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Trading disclosure
There have been many artificial intelligence (AI) stock winners over the past few years, but Micron Technology (NASDAQ: MU) stands out even among some of t
2026-06-23
www.tradingkey.com
2026-06-23
TradingKey
Cerebras Systems will report its inaugural quarterly earnings after market close on June 23, Eastern Time. Investors are focused on the company’s transition from IPO storytelling to operational verification amid a sector-wide pivot toward AI inference. Wedbush maintains an "Outperform" rating, citing the WSE-3 chip’s speed advantages and independence from HBM-related supply constraints. Key perfor
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Qualcomm's AI Pivot: Smarter Than It Looks
Trefis Team
Tue, June 23, 2026 at 6:32 AM PDT 3 min read
NVDA
-4.13%
QCOM
-8.01%
AMD
-5.76%
Explore stocks on Coinbase
Trading disclosure
Photo by TheDigitalArtist on Pixabay
Mobile processor giant Qualcomm (QCOM) was late to the AI party. But that may not be a disadvantage. While Nvidia (NVDA) and AMD (AMD) raced to dominate AI training, Qualcomm has sp
2026-06-23
www.trefis.com
2026-06-23
Trefis
Qualcomm’s AI Pivot: Smarter Than It Looks
June 23rd, 2026 by Trefis Team
-10.90%
Downside
204
Market
182
Trefis
QCOM
Qualcomm
Mobile processor giant Qualcomm (QCOM) was late to the AI party. But that may not be a disadvantage. While Nvidia (NVDA) and AMD (AMD) raced to dominate AI training, Qualcomm has spent decades refining low-power computing.
That expertise is increasingly relevant as AI sp
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
SanDisk Plunges 11%, Micron and Western Digital Slide 10% as Korean Market Crash Hits Memory Chips
David Moadel
Tue, June 23, 2026 at 6:27 AM PDT 4 min read
SNDK
-13.64%
DRAM
-14.25%
MU
-13.18%
WDC
-8.45%
NVDA
-4.13%
Explore stocks on Coinbase
Trading disclosure
Quick Read
SanDisk (SNDK) plunged 11% while Western Digital (WDC) and Micron (MU) dropped 10% Tuesday morning, reversing off record high