Semiconductor News & Analysis Feed
2883 articles
2026-07-03
sg.finance.yahoo.com
2026-07-03
Yahoo Finance Singapore
Is NVIDIA Corporation (NVDA) Stock Positioned for AI Growth Through New NVIDIA Blackwell Infrastructure Deal?
Laiba Immad
Thu, 2 July 2026 at 12:56 pm GMT-7 2 min read
NVDA
+3.65%
PLTR
-1.60%
BTOG
-2.63%
We recently compiled a list of the 10 Most Undervalued Dow Stocks to Buy According to Wall Street Analysts. NVIDIA Corporation (NASDAQ:NVDA) is among the most undervalued stocks.
TheFly reporte
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Micron Just Made a $250 Million Bet. Here’s What It Means for MU Stock.
Nauman Khan
Thu, July 2, 2026 at 12:53 PM PDT 3 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
Micron Technology (MU) has given investors something new to talk about beyond chips. The memory chip giant recently committed $250 million to help fund Trump Accounts, a savings program designed to help children and fami
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
The Bull Case For Micron Technology (MU) Could Change Following GM Long-Term Auto Memory Supply Deal
Sasha Jovanovic
Thu, July 2, 2026 at 12:14 PM PDT 3 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
In late June 2026, Micron Technology signed a long-term Strategic Customer Agreement with General Motors to supply LPDRAM, NOR and UFS NAND memory and storage for current and next-generat
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Why ASML Holdings Rallied in June
Billy Duberstein, The Motley Fool
Thu, July 2, 2026 at 12:05 PM PDT 4 min read
ASML.AS
+1.27%
SPCX
-0.78%
NVDA
+3.65%
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Trading disclosure
Shares of semiconductor equipment giant ASML Holdings (NASDAQ: ASML) rallied 24.3% in June, according to data from S&P Global Market Intelligence.
ASML didn't report any financial news during the mont
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Micron Just Delivered Massive News for Shareholders
Keithen Drury, The Motley Fool
Thu, July 2, 2026 at 12:04 PM PDT 3 min read
MU
+1.11%
NVDA
+3.65%
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Trading disclosure
Micron Technology (NASDAQ: MU) investors have been a happy bunch in the market this past year. It's not a secret why: The stock is up 272% since 2026 began. Many investors wait decades before seeing 3x o
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
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Direxion Readies Launch of SKHL, 2X Daily Exposure to SK hynix
PR Newswire
Thu, July 2, 2026 at 10:36 AM PDT 5 min read
000660.KS
-5.68%
SKHY
SKHL Builds on Direxion's Leadership in Leveraged & Inverse Semiconductor ETFs
NEW YORK, July 2, 2026 /PRNewswire/ -- Direxion, a leading provider of ETFs for
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
NVIDIA Unveils New AI Compute Model, But Michael Burry is Shorting Its Stock
Luis Blanco
Thu, July 2, 2026 at 10:23 AM PDT 4 min read
NVDA
+3.65%
Trade NVIDIA on Coinbase
Trading disclosure
Jim Cramer Nvidia buy call as chipmaker disputes 2028 AI delay claims. Photo by BeInCrypto
NVIDIA is expanding its AI infrastructure business with a new model designed to accelerate the deployment of computing
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Infineon completes €570m ams Osram sensor portfolio acquisition
Infineon said the portfolio will be incorporated into its newly established Edge Systems division. Credit: Kittyfly / Shutterstock.com · Just Auto · Kittyfly / Shutterstock.com
GlobalData
Thu, July 2, 2026 at 10:21 AM PDT 2 min read
IFX.DE
-0.75%
AMS.SW
-1.93%
Germany-based Infineon Technologies has completed its acquisition of the n
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
SK Hynix (KOSE:A000660) Stock Looks Undervalued Despite Very Large Returns
Bailey Pemberton
Thu, July 2, 2026 at 10:08 AM PDT 3 min read
A000660
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
SK hynix stock has delivered very large gains over the past three years, yet the
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Microsoft vs. Nvidia: Which Is the Better AI Stock to Own for the Next 3 Years?
Justin Pope, The Motley Fool
Thu, July 2, 2026 at 10:03 AM PDT 4 min read
MSFT
-1.41%
NVDA
+3.65%
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Trading disclosure
Microsoft (NASDAQ: MSFT) and Nvidia (NASDAQ: NVDA) are two heavyweights in the technology world and key players in artificial intelligence (AI). Microsoft seems to have its ha
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Micron’s CEO Says Even His Own Customers Couldn’t See This Coming. Now He’s Spending $200 Billion
Omor Ibne Ehsan
Thu, July 2, 2026 at 9:42 AM PDT 4 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
Quick Read
Micron (MU) absorbed a $5.83B net loss in FY2023, invested $10B into capacity anyway, and now guides a single quarter to $50B in revenue.
Mehrotra says Micron can only fill 50% to
2026-07-03
news.google.com
2026-07-03
Yahoo Finance
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Micron Technology Has Fantastic News for This Artificial Intelligence (AI) Infrastructure Stock That Has More Than Doubled in 2026
Harsh Chauhan, The Motley Fool
Thu, July 2, 2026 at 9:05 AM PDT 5 min read
MU
+1.11%
LRCX
+2.15%
NVDA
+3.65%
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Trading disclosure
Micron Technology (NASDAQ: MU) delivered fantastic results for the third quarter of fiscal 2026 (which ended on M
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
SanDisk Sinks 11%, Seagate Falls 7%, Micron Slides 4% on Memory Supply-Glut Fears
David Moadel
Thu, July 2, 2026 at 9:02 AM PDT 4 min read
BAC
-2.33%
MU
+0.83%
STX
+2.49%
SNDK
+4.97%
WDC
+2.88%
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Trading disclosure
Quick Read
Shares of SanDisk plunged 11%, Seagate slid 7%, and Micron dropped 4%, extending back-to-back losses as the memory sector trimed its extraordinary 2
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Applied Materials Is Silently Powering the AI Boom. Here's Why.
Marc Guberti, The Motley Fool
Thu, July 2, 2026 at 8:36 AM PDT 3 min read
AMAT
+3.74%
NVDA
+3.69%
MU
+0.87%
Explore stocks on Coinbase
Trading disclosure
Nvidia and Micron Technology have drawn significant investor attention as they power AI infrastructure, but savvy investors may also want to turn some of that attention to Applied M
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Price Prediction: Nvidia Could Hit $250 in 12 Months Despite AI Selloff
Vandita Jadeja
Thu, July 2, 2026 at 7:57 AM PDT 4 min read
NVDA
+3.65%
AMD
+0.25%
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Trading disclosure
Quick Read
NVDA earns a BUY with a $252 price target as an 85% revenue surge collides with a 12% one-month drawdown at $197.
AMD fell nearly 6% in the July 1 chip selloff as institutions rotated out
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Nvidia’s Bold New Bet on AI Neoclouds: Brilliant Platform Strategy or Latest Sign of an AI Bubble?
Rich Duprey
Thu, July 2, 2026 at 7:56 AM PDT 5 min read
NVDA
+4.05%
Trade NVIDIA on Coinbase
Trading disclosure
Quick Read
Nvidia's AI Compute Partnership lets neoclouds access GPU infrastructure without upfront costs, earning Nvidia both hardware revenue and ongoing usage-based income.
Early partn
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Anthropic explores Samsung 2nm chip partnership - The Information
Luke Juricic
Thu, July 2, 2026 at 7:48 AM PDT 3 min read
005930.KS
-6.25%
AVGO
+5.24%
2330.TW
+1.02%
NVDA
+3.77%
TSM
+0.68%
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Trading disclosure
Investing.com -- Anthropic has begun early-stage work on a custom AI chip and held talks with Samsung Electronics Co Ltd (KS:005930) as a potential manufacturing p
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Forget Nvidia: Is Google Quietly About to Steal the Crown as the World’s Most Valuable Company?
Omor Ibne Ehsan
Thu, July 2, 2026 at 7:39 AM PDT 3 min read
NVDA
+3.76%
GOOGL
-2.28%
CRWV
+5.41%
GOOG
-2.30%
Explore stocks on Coinbase
Trading disclosure
Quick Read
NVDA dropped 11% in June while GOOG's $4.31 trillion market cap quietly closes on NVDA's $4.85 trillion crown.
Google controls AI models