Semiconductor News & Analysis Feed
2886 articles
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%
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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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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%
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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
2026-07-02
www.coindesk.com
2026-07-02
CoinDesk
Ondo Finance
ONDO
$0.3152
launched blockchain-based versions of BlackRock's iShares Core S&P 500 ETF (IVV) and Micron Technology (MU) shares in a structure designed to operate within the existing U.S. securities system, based on the Securities and Exchange Commission's (SEC) staff statement for third-party tokenized securities in the U.S.
2026-07-02
news.google.com
2026-07-02
ERP Today
2026-07-02
news.google.com
2026-07-02
Yahoo Finance
2026-07-02
sg.finance.yahoo.com
2026-07-02
Yahoo Finance Singapore
How Taiwan Semiconductor's Global N3 Expansion Plan Is Taking Shape
Moumi Mondal
Thu, 2 July 2026 at 6:52 am GMT-7 3 min read
2330.TW
+1.02%
TSM
+0.65%
Taiwan Semiconductor Manufacturing Company TSM is accelerating capital spending to expand global capacity for 3-nanometer FinFET (N3) technologies in response to strong demand for artificial intelligence (AI) applications. The move is expected to
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?
Danielle Liverance
Thu, July 2, 2026 at 6:45 AM PDT 5 min read
MU
+0.27%
LRCX
+2.52%
005930.KS
-6.25%
000660.KS
-5.68%
NVDA
+3.24%
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Lorraine Tan warns that Micron, which has surged 305% year to date, faces a 20 to 30% correction as Samsung and SK Hynix supply floods the
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
The Next Micron? Some Investors Say NETLIST (NLST) Is The Best AI Memory Stock to Buy Now
Fahad Saleem
Thu, July 2, 2026 at 6:44 AM PDT 2 min read
NLST
-1.39%
MU
+0.26%
SNDK
+3.41%
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We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn't Miss. NETLIST (OTC:NLST) ranks #8 (see The Next SanDisk: 5 Potential Breakout AI Stocks You S
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Wall Street Bulls Look Optimistic About TSMC (TSM): Should You Buy?
Zacks Equity Research
Thu, July 2, 2026 at 6:30 AM PDT 4 min read
2330.TW
+1.02%
TSM
+0.91%
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The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) ana
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Micron vs. Sandisk: Which Stock Is the Better Buy for the AI Memory Boom?
Jack Delaney, The Motley Fool
Thu, July 2, 2026 at 6:30 AM PDT 6 min read
MU
+1.11%
SNDK
+6.77%
NVDA
+3.65%
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Outside of electricity and processing power, one of the biggest bottlenecks controlling the pace of the artificial intelligence infrastructure build-out is the amount of m
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Prediction: This Will Be the Next AI Stock to Split (Hint: It's Not Micron or Sandisk)
Micah Zimmerman, The Motley Fool
Thu, July 2, 2026 at 6:20 AM PDT 5 min read
NVDA
+3.92%
MU
+0.71%
SNDK
+3.66%
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It seems like everyone wants to talk about Nvidia when the conversation turns to artificial intelligence (AI) infrastructure. Fair enough. But there's a qu
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Apple’s Rumored China Chip Deal Could Blow a Hole in Micron and Trap the US for Years
Omor Ibne Ehsan
Thu, July 2, 2026 at 6:13 AM PDT 4 min read
AAPL
+1.15%
MU
+0.31%
NVDA
+3.37%
WDC
+0.17%
SNDK
+3.58%
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Apple is reportedly targeting Chinese fab CXMT for LPDDR5X memory, threatening Micron's $12 billion mobile segment despite its 85% gross ma
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Synopsys, Inc. (SNPS) is Attracting Investor Attention: Here is What You Should Know
Zacks Equity Research
Thu, July 2, 2026 at 6:00 AM PDT 5 min read
SNPS
-0.49%
^GSPC
-0.28%
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Synopsys (SNPS) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's per
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
QUALCOMM (QCOM) Stock Just Lost Its Place In Several Russell Indices
Bailey Pemberton
Thu, July 2, 2026 at 4:10 AM PDT 4 min read
QCOM
+1.96%
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Trading disclosure
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
QUALCOMM (NasdaqGS:QCOM) has been removed from multiple Russell growth and value indices.
The inde
2026-07-02
uk.finance.yahoo.com
2026-07-02
Yahoo Finance UK
Currys falls as AI-driven chip shortage raises fears of higher electronics prices
Proactive
Thu, 2 July 2026 at 3:57 am GMT-7 2 min read
CURY.L
-1.52%
CURY
Currys falls as AI-driven chip shortage raises fears of higher electronics prices Proactive uses images sourced from Shutterstock
Currys PLC (LSE:CURY) shares fell 4.3% to 156.6p despite reporting strong annual results, as concerns over an eme
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Up 309% in 2026, Is Micron Stock Still a Buy Right Now?
Keithen Drury, The Motley Fool
Thu, July 2, 2026 at 3:06 AM PDT 3 min read
MU
-1.83%
^GSPC
-0.97%
NVDA
+0.18%
SNDK
-0.54%
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Micron Technology (NASDAQ: MU) is a candidate for stock of the year halfway through 2026. Its shares are trading up about 309% so far in 2026, making it the second-best perfor
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Nvidia launches revenue-sharing model to help AI startups access computing power (NVDA)
Fiona Craig
Thu, July 2, 2026 at 2:36 AM PDT 1 min read
NVDA
+0.21%
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Nvidia sign on building ©Adobe Stock Images
Nvidia (NASDAQ:NVDA) has unveiled a new initiative designed to help artificial intelligence startups gain access to high-performance computing infrastructu
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Cantor Fitzgerald Raises Price Target on ON Semiconductor Corporation (ON)
Fatima Gulzar
Wed, July 1, 2026 at 11:38 PM PDT 2 min read
ON
+1.39%
SYNA
+2.27%
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Trading disclosure
ON Semiconductor Corporation (NASDAQ:ON) is among the Most Promising Stocks.
On June 29, Cantor Fitzgerald raised its price target on ON Semiconductor Corporation (NASDAQ:ON) to $110 from $100. T