Semiconductor News & Analysis Feed
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2026-07-04
eciks.org
2026-07-04
eciks.org
Stock market closes with Dow at record high, Nasdaq falls on chip selloff
Published on 4 July 2026 at 7:02 am •
Written by Chris Martin
• ★★★★★ • Reading duration : 2 minutes · read 185 times
© Stock market closes with Dow at record high, Nasdaq falls on chip selloff
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The Dow Jones Industrial Average closed at a record 52,900.07, up 1.14%, on July 2, while the Nasdaq Composite fe
2026-07-04
global.morningstar.com
2026-07-04
Morningstar
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2026-07-04
digitimes.com
2026-07-04
Fabless chip designers dominate the upper ranks of Taiwan's newly disclosed non-managerial employee pay data for fiscal year 2025, with only two capital-intensive manufacturers — TSMC and memory-testing equipment maker Phison — breaking into the top tier typically reserved for asset-light IC design houses.
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Q1 Earnings Outperformers: Applied Materials (NASDAQ:AMAT) And The Rest Of The Semiconductor Manufacturing Stocks
Kayode Omotosho
Fri, July 3, 2026 at 3:50 PM PDT 4 min read
AMAT
+2.89%
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Trading disclosure
Q1 Earnings Outperformers: Applied Materials (NASDAQ:AMAT) And The Rest Of The Semiconductor Manufacturing Stocks
Wrapping up Q1 earnings, we look at the numbers and key t
2026-07-04
uk.finance.yahoo.com
2026-07-04
Yahoo Finance UK
Unpacking Q1 Earnings: Qualcomm (NASDAQ:QCOM) In The Context Of Other Processors and Graphics Chips Stocks
Adam Hejl
Fri, 3 July 2026 at 1:58 pm GMT-7 5 min read
QCOM
+1.96%
Unpacking Q1 Earnings: Qualcomm (NASDAQ:QCOM) In The Context Of Other Processors and Graphics Chips Stocks
Quarterly earnings results are a good time to check in on a company's progress, especially compared to its peers in th
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Unpacking Q1 Earnings: Qualcomm (NASDAQ:QCOM) In The Context Of Other Processors and Graphics Chips Stocks
Adam Hejl
Fri, July 3, 2026 at 1:58 PM PDT 5 min read
QCOM
+1.96%
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Trading disclosure
Quarterly earnings results are a good time to check in on a company's progress, especially compared to its peers in the same sector. Today we are looking at Qualcomm (NASDAQ:QCOM) and
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise
Nauman Khan
Fri, July 3, 2026 at 9:58 AM PDT 1 min read
HSBA.L
-2.16%
MU
+1.11%
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Trading disclosure
This article first appeared on GuruFocus.
Micron Technology (NASDAQ:MU) remained in focus after HSBC said the chipmaker's latest quarterly results reinforce that artificial intelligence spending continues to suppor
2026-07-04
www.tradingview.com
2026-07-04
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HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise
HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise
Less than 1 min read
MU
+1.11%
Micron Technology
MU
remained in focus after HSBC said the chipmaker's latest quarterly results reinforce that artificial intelligence spending continues to support demand across the semiconductor industry, despite rece
2026-07-04
www.msn.com
2026-07-04
MSN
Record highs: Applied Materials stock surged after record earnings and bullish analyst targets, fueled by AI infrastructure spending.
Persistent shortages: Micron's CEO projects memory chip tightness beyond 2027, with HBM and DRAM supply unable to meet demand.
Market milestone: Global semiconductor revenues may near $1 trillion in 2026, driven largely by AI-related memory demand.
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
This Is the Single Most Important Number from Micron's Monster Earnings Report
Adam Spatacco, The Motley Fool
Fri, July 3, 2026 at 8:50 AM PDT 4 min read
MU
+1.11%
NVDA
+3.65%
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Last week, the artificial intelligence (AI) community held its breath ahead of Micron Technology's (NASDAQ: MU) fiscal third-quarter earnings call. Both revenue and earnings per
2026-07-03
tomshardware.com
2026-07-03
Hassam Nasir
Midrange offerings with a lot of cache.
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Last week, the artificial intelligence (AI) community held its breath ahead of Micron Technology's (
MU
+1.24%
) fiscal third-quarter earnings call. Both revenue and earnings per share (EPS) absolutely blew Wall Street's expectations out of the water. But interestingly enough, sales and profits weren't the most important takeaway from the report.
What most investors are overlooking is how Micron
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Earnings Preview: What To Expect From Cadence Design’s Report
Subhasree Kar
Fri, July 3, 2026 at 8:17 AM PDT 2 min read
CDNS
+0.81%
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Trading disclosure
Quarterly Report by SkazovD via Shutterstock
With a market cap of $102.9 billion, Cadence Design Systems, Inc. (CDNS) is a leading electronic design automation (EDA) software company that provides software, hardware, and inte
2026-07-03
autonews.gasgoo.com
2026-07-03
Gasgoo
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[Gasgoo Express] BASF and Carlyle complete coatings business transaction; General Motors and Micron sign automotive chip supply agreement
Gasgoo
[Gasgoo Express] BASF and Carlyle complete coatings business transaction; General Motors and Micron sign automotive chip supply agreement
Edited by Betty From Gasgoo
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July 3 , 2026 21:29 BJT
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OEM Trends | OEM Tr
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Qualcomm Lags Industry in the Past Year: An Opportunity to Buy?
Supriyo Bose
Fri, July 3, 2026 at 6:13 AM PDT 5 min read
QCOM
+1.96%
HPE
+2.76%
AVGO
+4.83%
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Trading disclosure
Qualcomm Incorporated QCOM has jumped 8.7% over the past year, underperforming the industry's growth of 83%. It has lagged peers like Hewlett Packard Enterprise Company HPE and Broadcom Inc. AVGO.
2026-07-03
www.zacks.com
2026-07-03
Zacks Investment Research
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www.barchart.com
2026-07-03
Barchart.com
Semiconductor chip by Mykola Pokhodzhay via iStock
Texas Instruments Incorporated (TXN) designs, manufactures, and sells semiconductors to electronics designers and manufacturers. With a market cap of $271.6 billion, the company develops analog ICs and embedded processors. The semiconductor powerhouse is expected to announce its fiscal second-quarter earnings for 2026 in the near term.
Ahead of
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Here's What to Expect From Texas Instruments' Next Earnings Report
Neha Panjwani
Fri, July 3, 2026 at 3:44 AM PDT 2 min read
TXN
+2.73%
^GSPC
-0.28%
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Trading disclosure
Semiconductor chip by Mykola Pokhodzhay via iStock
Texas Instruments Incorporated (TXN) designs, manufactures, and sells semiconductors to electronics designers and manufacturers. With a market cap of $271.6 b
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Pzena Investment Management LLC Cuts Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pzena Investment Management cut its Taiwan Semiconductor Manufacturing stake by 27.9% in the first quarter, selling 7,356 shares and leaving it with 18,986 shares valued at about $6.4 million.
TSMC raised its qua
2026-07-03
finance.biggo.com
2026-07-03
finance.biggo.com
The benefits of the semiconductor supercycle are spreading to the backend industry, with inspection equipment component maker TSE emerging as a standout in the probe card market for High Bandwidth Memory (HBM). The company's strategic shift from a NAND flash-centric portfolio to HBM has become the key driver simultaneously lifting its stock price and earnings outlook.