Semiconductor News & Analysis Feed
5329 articles
2026-07-02
www.marketwatch.com
2026-07-02
MarketWatch
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2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
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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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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
www.barrons.com
2026-07-02
Barron's
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2026-07-02
developer.nvidia.com
2026-07-02
NVIDIA Developer
Reinforcement learning (RL) is central to aligning language models, from reinforcement learning with human feedback (RLHF) within AI assistants to newer reinforcement learning with verifiable rewards (RLVR) workflows for reasoning and agent tasks.
RL is now becoming a practical technique for specialized AI where enterprises need more accurate agents for domain-specific workflows. Open models pro
2026-07-02
www.thestreet.com
2026-07-02
thestreet.com
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2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
I bought NVIDIA again last Friday, and I plan to buy it again this week if the selloff holds. That makes five additions in eight weeks for me, and the case for the next one has only gotten stronger. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is down 13% in June and 7.55% over the past month, sitting at $194.97 while the company is printing the strongest fundamentals it has ever produced. That ga
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
blockonomi.com
2026-07-02
Blockonomi
blockonomi.com
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2026-07-01
www.chosun.com
2026-07-01
조선일보
By Park Ji-min
Published 2026.07.02. 00:37
Updated 2026.07.02. 09:39
What will be the next-generation advanced memory to follow ‘High Bandwidth Memory (HBM)’? The global semiconductor industry is focusing on developing a ‘second HBM’ product. HBM, a product that maximizes data processing speed by vertically stacking DRAM, has become a key asset in the artificial intelligence (AI) era and the key
2026-07-01
videocardz.com
2026-07-01
VideoCardz.com
videocardz.com
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2026-07-01
qz.com
2026-07-01
qz.com
General Motors $GM and Micron $MU Technology announced Wednesday that they had formalized a long-term supply agreement covering memory and storage chips for automotive manufacturing.
Under the Strategic Customer Agreement, GM will secure supply of LPDRAM, NOR, and UFS NAND products from Micron. The two companies also said they will continue working together to develop and qualify future memory te
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Sandisk Is One of the Biggest Winners After Micron's Blowout Earnings
Marc Guberti, The Motley Fool
Wed, July 1, 2026 at 8:12 AM PDT 3 min read
MU
-4.71%
SNDK
-7.26%
NVDA
+0.71%
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Trading disclosure
Micron Technology's (NASDAQ: MU) fiscal 2026 third-quarter earnings left no doubt that the memory boom is still here. Not only did the company smash guidance, but it also told
2026-07-01
investingnews.com
2026-07-01
Investing News Network
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Micron Technology, Inc. (Nasdaq: MU) and General Motors announced a Strategic Customer Agreement (SCA) to secure a long-term, reliable supply of memory and storage platforms critical to GM's vehicle production and delivery at scale. Micron and GM are working together to strengthen semiconductor and aut
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Micron Technology's (
MU
5.25%
) fiscal 2026 third-quarter earnings left no doubt that the memory boom is still here. Not only did the company smash guidance, but it also told investors to expect more than 20% sequential growth for its fiscal 2026 fourth quarter.
Naturally, investors piled into Micron after earnings, but it's not the only winner. Sandisk (
SNDK
7.42%
) might be the better play po
2026-07-01
techafricanews.com
2026-07-01
TechAfrica News
With Claude in Foundry running on NVIDIA GB300 NVL72 systems with NVIDIA Quantum-X800 InfiniBand networking, enterprises can now build and run more powerful agentic systems, including autonomous and specialized sub-agents that can work across business domains to perform advanced tasks.
Now generally available in Microsoft Foundry, Claude on NVIDIA GB300 Blackwell Ultra gives Azure-native enterpri
2026-07-01
www.aol.com
2026-07-01
AOL.com
Apple Just Raised Prices Because of a Chip Shortage. But the Real Winner Isn't Apple. It's This AI Stock.
DANIEL SPARKS, THE MOTLEY FOOL
Jun 30, 2026
0
Key Points
Apple raised starting prices across Macs, iPads, and more, blaming a memory shortage driven by AI data centers.
Micron earned a record $28.24 billion in net income in its latest quarter.
The company's adjusted gross margin reached a r
2026-07-01
blockonomi.com
2026-07-01
Blockonomi
blockonomi.com
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2026-07-01
moneywise.com
2026-07-01
moneywise.com
Rebecca Payne
Jul 1, 2026
An antitrust lawsuit has been filed in California alleging that three chipmakers have engaged in collusion and price-fixing, amid a global shortage of memory chips that is driving up prices for manufacturers and consumers.
The class-action lawsuit was filed in the U.S. District Court for the Northern District of California against chip giants Samsung, SK Hynix and Micro
2026-07-01
tomshardware.com
2026-07-01
Zak Killian
While Nintendo remains a holdout, this announcement essentially sounds the death knell for physical media in cutting-edge gaming.