Semiconductor News & Analysis Feed
6430 articles
2026-06-26
www.tradingview.com
2026-06-26
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Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective…
Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
3 min read
IFX
+3.08%
Infineon Technologies AG
Infineon Technologies AG: Release acc
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Micron's blowout earnings are a headache for Apple
Jared Blikre
Thu, June 25, 2026 at 9:19 AM PDT 2 min read
MU
+16.11%
AAPL
-4.84%
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Trading disclosure
Micron's blowout earnings sent the stock soaring Thursday, but the bigger market message showed up in Apple's share price.
Investors are rewarding Micron (MU) for a global memory squeeze that has pushed pricing power
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Everyone Is Talking About Micron
Bram Berkowitz, The Motley Fool
Thu, June 25, 2026 at 9:15 AM PDT 4 min read
MU
+16.01%
NVDA
-1.89%
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Trading disclosure
In recent weeks, the market has shown artificial intelligence fatigue, as concerns have mounted and investors wonder whether the rally can continue without a pullback first.
However, some of the AI-bottleneck trades
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Goldman Sachs resets Micron stock target with a twist
Moz Farooque
Thu, June 25, 2026 at 9:06 AM PDT 5 min read
MU
+16.57%
GS
-0.73%
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Trading disclosure
Micron Technology's (MU) Q3 2026 earnings report landed on June 24, giving the AI trade a badly needed jolt.
Goldman Sachs had cautioned that the positioning was bullish, expectations were high, and the stock's huge run
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why I Continue to Prioritize AMD Stock Over Nvidia
Will Healy, The Motley Fool
Thu, June 25, 2026 at 9:05 AM PDT 5 min read
NVDA
-1.81%
AMD
+1.57%
^GSPC
+0.34%
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Trading disclosure
In June 2022, I made what was likely a mistake by choosing to buy Advanced Micro Devices (NASDAQ: AMD) stock over Nvidia (NASDAQ: NVDA). It was a cheaper stock in terms of valuation, and this w
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Soars Post Q3 Earnings on AI Memory Crunch: ETFs to Watch
Sanghamitra Saha
Thu, June 25, 2026 at 9:00 AM PDT 3 min read
MU
+17.17%
FTXL
+3.93%
CHPX
+3.01%
KNO
0.00%
MUU
+34.06%
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Trading disclosure
On June 24, 2026, Micron Technology MU delivered another blockbuster quarter, reinforcing the strength of the AI memory cycle. The stock jumped 15% in after-hours tradin
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
onsemi vs. STMicroelectronics: Which EV Chip Stock Is the Better Buy?
Shrabana Mukherjee
Thu, June 25, 2026 at 8:45 AM PDT 7 min read
STMPA.PA
+2.68%
ON
+3.20%
STM
+4.16%
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Trading disclosure
The electrification of transportation continues to create long-term opportunities for semiconductor companies specializing in power management, silicon carbide (SiC), sensors and aut
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
NVIDIA (NVDA) Projects $1 Trillion in AI Infrastructure Demand By 2027
Soumya Eswaran
Thu, June 25, 2026 at 8:38 AM PDT 3 min read
NVDA
-2.23%
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Trading disclosure
Antipodes Partners published its "Antipodes Global Strategy" first-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be dow
2026-06-25
www.msn.com
2026-06-25
MSN
Key Points
Interested in Micron Technology, Inc.? Here are five stocks we like better.
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 next six to eight quarters.
Micron's Q4 reven
2026-06-25
finance.yahoo.com
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
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%
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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
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron's $50 Billion Forecast Sends AI Chip Trade Higher
Khac Phu Nguyen
Thu, June 25, 2026 at 7:56 AM PDT 2 min read
MU
+14.34%
Trade MU on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
Micron Technology (NASDAQ:MU) shares jumped in premarket trading after the company issued a fiscal fourth-quarter forecast that came in well ahead of Wall Street expectations. The largest
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
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron’s HBM Surge Could Redefine the AI Growth Story
Thomas Hughes, MarketBeat
June 25, 2026 5 min read
NVDA
-1.39%
MU
-5.49%
MU NASDAQ
financials
forecast
Explore stocks on Coinbase
Trading disclosure
Key Points
Interested in Micron Technology, Inc.? Here are five stocks we like better.
Micron reported fiscal Q3 revenue of $41.46 billion, up 345% year over year and roughly 1,550 basis points a
2026-06-25
www.theglobeandmail.com
2026-06-25
The Globe and Mail
Micron’s (NASDAQ: MU)fiscal Q3 results and the strength of its outperformance highlight a persistent problem in today’s market: there is a fundamental misunderstanding of the AI trade. AI isn’t a niche; it's not a bubble. It is the evolution of technology, and that evolution is accelerating.
Leading tech giants, enterprises, and research labs globally are racing to implement existing infrastructu
2026-06-25
clpmag.com
2026-06-25
Clinical Lab Products
Tecan and NVIDIA Integrate New Artificial Intelligence Capabilities into Lab Analytics Platform
Jun 25, 2026 | Analytical Software Systems, Company News, Lab Automation |
The update to the Introspect platform aims to help clinical laboratories move toward proactive operations and improved productivity.
Tecan, a provider of laboratory automation and solutions, announced the integration of a
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Tech ETFs to Buy as SK Hynix Preps Massive $29 Billion Nasdaq Debut
Aparajita Dutta
Thu, June 25, 2026 at 7:17 AM PDT 5 min read
000660.KS
+13.06%
005930.KS
+5.29%
MU
+15.67%
IXN
+1.23%
AIQ
+1.66%
Explore stocks on Coinbase
Trading disclosure
The announcement of SK Hynix's blockbuster Nasdaq listing propelled its shares to surge over 12% on June 25, as investors cheered the move that will make th