Semiconductor News & Analysis Feed
2885 articles
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Why Applied Materials (AMAT) Shares Are Falling Today
Weixin Lin
Wed, July 1, 2026 at 3:17 PM PDT 3 min read
AMAT
-6.46%
SMH
-3.78%
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Trading disclosure
Why Applied Materials (AMAT) Shares Are Falling Today
What Happened?
Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) fell 11.2% in the afternoon session after the company was caught in a bro
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know
TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know · Zacks
Zacks Equity Research
Wed, July 1, 2026 at 2:45 PM PDT 3 min read
2330.TW
+1.02%
^GSPC
-0.45%
^DJI
-0.25%
^IXIC
-1.16%
TSM
-4.25%
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Trading disclosure
TSMC (TSM) closed at $444.23 in the latest trading session, ma
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Applied Materials (AMAT) Suffers a Larger Drop Than the General Market: Key Insights
Applied Materials (AMAT) Suffers a Larger Drop Than the General Market: Key Insights · Zacks
Zacks Equity Research
Wed, July 1, 2026 at 2:45 PM PDT 3 min read
AMAT
-6.46%
^GSPC
-0.45%
^DJI
-0.25%
^IXIC
-1.16%
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Trading disclosure
Applied Materials (AMAT) closed at $650.91 in the latest tradin
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
How Investors Are Reacting To Cadence Design Systems (CDNS) Upbeat Analyst Views On Earnings Prospects
Sasha Jovanovic
Wed, July 1, 2026 at 2:15 PM PDT 3 min read
CDNS
-0.74%
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Trading disclosure
Recently, Cadence Design Systems drew increased investor attention after analysts highlighted expectations for strong earnings growth and reaffirmed stable consensus forecasts for th
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
indie Semiconductor (INDI) Declines, However The Street Remains Bullish
Talha Qureshi
Wed, July 1, 2026 at 2:04 PM PDT 2 min read
INDI
-11.02%
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Trading disclosure
indie Semiconductor, Inc. (NASDAQ:INDI) is one of the Best Small-Cap Semiconductor Stocks to Buy Right Now. indie Semiconductor, Inc. (NASDAQ:INDI) has declined roughly 30% over the past month, mainly due to heavy
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Is Photronics (PLAB) The Best Small-Cap Semiconductor Stocks to Buy Right Now?
Talha Qureshi
Wed, July 1, 2026 at 2:04 PM PDT 2 min read
PLAB
-5.65%
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Trading disclosure
Photronics, Inc. (NASDAQ:PLAB) is one of the Best Small-Cap Semiconductor Stocks to Buy Right Now. Photronics, Inc. (NASDAQ:PLAB) has declined roughly 10% since its fiscal Q2 2026 earnings, in which the compa
2026-07-02
news.google.com
2026-07-02
Yahoo Finance
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
QCOM Stock Slips Toward Fourth Straight Loss After Elon Musk Dismisses Reports Of SpaceX AI Phone Using Qualcomm Chips
QCOM Stock Slips Toward Fourth Straight Loss After Elon Musk Dismisses Reports Of SpaceX AI Phone Using Qualcomm Chips · Stocktwits
Shashank Nayar
Wed, July 1, 2026 at 1:10 PM PDT 2 min read
QCOM
+0.02%
SPCX
+0.98%
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Trading disclosure
Musk took to his so
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Stock market today: Dow, S&P 500, Nasdaq slip as semiconductor stocks sink to start 3rd quarter
Amalya Dubrovsky, Karen Friar and Jake Conley
Updated Wed, July 1, 2026 at 1:02 PM PDT 1 min read
^DJI
-0.25%
^GSPC
-0.45%
^IXIC
-1.16%
ADP
+2.55%
WSFX.BO
+1.71%
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Trading disclosure
US stocks slipped on Wednesday to start the first day of the third quarter as investors scrutinized
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Why Micron Stock Is Plummeting Today
Keith Noonan, The Motley Fool
Wed, July 1, 2026 at 11:31 AM PDT 2 min read
MU
-4.71%
NVDA
+0.71%
^GSPC
-0.45%
^IXIC
-1.16%
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Trading disclosure
Micron (NASDAQ: MU) stock is seeing a substantial pullback in Wednesday's trading, with shares down 9.6% as of 2:10 p.m. ET. The S&P 500 was up 0.1% at the same point in the day's trading, and
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Palantir Jumps 9% on NVIDIA Sovereign-AI Deal, Palo Alto Networks Climbs 4%
David Moadel
Wed, July 1, 2026 at 10:57 AM PDT 4 min read
PLTR
+1.38%
PANW
-5.73%
NVDA
+0.71%
CRWD
-2.39%
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Trading disclosure
Quick Read
PLTR stock jumped 9% after announcing its NVIDIA sovereign-AI partnership, while PANW stock climbed 4%, though PLTR still trades down 28.5% year to date.
Crowd
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Prediction: Micron’s Remarkable 800% Run Masks Risk and Our Target Reflects Caution Ahead
Vandita Jadeja
Wed, July 1, 2026 at 10:56 AM PDT 4 min read
MU
-4.71%
NVDA
+0.71%
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Trading disclosure
Quick Read
MU beat Q3 revenue estimates by 18% and EPS by 24%, yet shares dropped 7% post-earnings, signaling the stock has priced in perfection.
Micron's weekly RSI has sat above
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Intel Drops 7%, AMD Slides 5%, Taiwan Semiconductor Falls 6% as BoA Flags “Bubble Risk”
David Moadel
Wed, July 1, 2026 at 9:28 AM PDT 4 min read
INTC
-9.66%
AMD
-6.51%
2330.TW
+1.02%
TSM
-4.25%
NVDA
+0.71%
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Trading disclosure
Quick Read
Intel, AMD, and Taiwan Semiconductor shares dropped Wednesday after Bank of America flagged growing bubble risk in the AI trade.
Bank o
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Main Street Is Obsessively Watching Nvidia’s Tape as Institutions Quietly Trigger a Nasty 13% Semiconductor Rotation. Why I Am Still Buying
Alex Sirois
Wed, July 1, 2026 at 9:23 AM PDT 4 min read
NVDA
+0.71%
META
+2.55%
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Trading disclosure
Quick Read
NVDA trades at a forward P/E of 22 despite 85% revenue growth and a $91 billion Q2 guide that assumes zero China revenue.
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade
David Beren
Wed, July 1, 2026 at 9:17 AM PDT 6 min read
NVDA
+0.71%
MSFT
+0.54%
GOOGL
+0.16%
META
+2.55%
AMZN
+0.75%
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Trading disclosure
Quick Read
SOXX delivered a 103% year-to-date return versus SMH's 75%, proving capped, broader exposure across 34 holdings beats concent
2026-07-01
sg.finance.yahoo.com
2026-07-01
Yahoo Finance Singapore
This is a paid press release. Contact the press release distributor directly with any enquiries.
Texas Instruments to webcast Q2 2026 earnings conference call
PR Newswire
Wed, 1 July 2026 at 8:45 am GMT-7 1 min read
TXN
-3.36%
DALLAS, July 1, 2026 /PRNewswire/ -- Texas Instruments Incorporated (TI) (Nasdaq: TXN) will webcast its second quarter earnings conference call on Wednesday, July 22, at 3:
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron (MU) Lands GM Supply Deal And Backs Trump Accounts With $250 Million
Bailey Pemberton
Wed, July 1, 2026 at 8:33 AM PDT 4 min read
MU
-4.71%
GM
-2.34%
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Trading disclosure
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.
Micron Technology (Nasd
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Broadcom vs Nvidia: The $100B AI Race and One Winner
Vandita Jadeja
Wed, July 1, 2026 at 8:32 AM PDT 3 min read
AVGO
-0.83%
NVDA
+0.71%
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Trading disclosure
Quick Read
NVDA's Data Center revenue hit $75B while AVGO's custom AI silicon surged 143%, reflecting two radically different paths to AI dominance.
Trading at 22x forward vs AVGO's 32x, NVDA offers the cheaper valua
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Missed Out on Nvidia? This AI Energy Stock Might Be the Next Big Winner.
Courtney Carlsen, The Motley Fool
Wed, July 1, 2026 at 8:22 AM PDT 3 min read
NVDA
+0.71%
FLNC
-9.09%
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Trading disclosure
Since the release of ChatGPT in November 2022, Nvidia stock has surged by over 1,090%, helping make it one of the most valuable artificial intelligence (AI) stocks around. Now hy