Semiconductor News & Analysis Feed
1667 articles
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
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
finance.yahoo.com
2026-07-01
Yahoo Finance
ASML Holding (NasdaqGS:ASML) Raises Revenue Guidance As AI Chip Spending Builds
Bailey Pemberton
Wed, July 1, 2026 at 7:14 AM PDT 3 min read
ASML.AS
-0.30%
ASML
-4.26%
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ASML Holding raised its revenue guidance, citing
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Cadence (CDNS) Stock Looks Strong On Returns But Rich On Earnings
Bailey Pemberton
July 1, 2026 3 min read
CDNS
-1.24%
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Cadence Design Systems stock has delivered a strong 169.8% return over the past 5 years, yet the current valuation ch
2026-07-01
cnycentral.com
2026-07-01
WSTM
Children in five Central New York counties could receive a $250 investment toward their future under a new $250 million initiative announced Tuesday by Micron Technology.
The investment will be deposited into federal 530A child savings accounts, known as "Trump Accounts." The program includes children living in Onondaga, Oswego, Oneida, Madison and Cayuga counties, where Micron is investing becau
2026-07-01
www.morningstar.com
2026-07-01
Morningstar
Home
Funds
How Micron Became 25% of a Value ETF
How Micron Became 25% of a Value ETF
Methodology rules created a perfect storm for Micron to dominate the ETF’s portfolio.
Brendan McCann, CFA
Jul 1, 2026
Share
Samuel Boivin/NurPhoto via Getty
Securities in This Article
iShares Russell 1000 Value ETF
(IWD)
iShares MSCI USA Value Factor ETF
(VLUE)
Micron Technology Inc
(MU)
Vanguard Value Index Fun
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
North Point Portfolio Managers Corp OH Raises Stock Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
North Point Portfolio Managers Corp OH increased its Synopsys stake by 20.3% in the first quarter, adding 5,627 shares to bring its total to 33,351 shares worth about $13.2 million.
Several other institutional investors also raised the
2026-07-01
stockstory.org
2026-07-01
StockStory
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2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Janney Montgomery Scott LLC Increases Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Janney Montgomery Scott LLC boosted its Synopsys stake by 79.4% in Q1, buying 23,133 additional shares and bringing its total holding to 52,264 shares valued at about $20.7 million.
Analyst sentiment remains broadly positive: several firms raised pr
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Forum Financial Management LP Decreases Holdings in Texas Instruments Incorporated $TXN
Written by MarketBeat
July 1, 2026
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KEY POINTS
Forum Financial Management LP cut its Texas Instruments stake by 63.9% in the first quarter, selling 5,570 shares and leaving it with 3,148 shares worth about $611,000.
Texas Instruments insiders have also been selling shares, inclu
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Taiwan Semiconductor Manufacturing (TSM) Stock May Still Look Cheap On Record AI Earnings
Bailey Pemberton
Tue, June 30, 2026 at 9:30 PM PDT 3 min read
2330.TW
-0.20%
TSM
-4.25%
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Taiwan Semiconductor Manufacturing stock has delivered a ve
2026-07-01
digitimes.com
2026-07-01
GigaDevice Technology Group has warned investors of heightened stock trading risks following its share price surge in recent weeks. The Chinese chipmaker said the move has lifted valuation levels well above industry averages, while cyclical swings in the memory market could later pressure earnings, a concern with potential relevance for global semiconductor investors.
2026-07-01
wccftech.com
2026-07-01
Wccftech
NVIDIA's GeForce RTX 5090D from GALAX (HOF OC LAB) has become the first Blackwell GPU to hit an overclock of 4 GHz.
It was going to happen sooner or later, but a year and a half after launch, the NVIDIA GeForce RTX 5090D has been able to set the fastest clock speed ever recorded on a Blackwell GPU.
Team OGS from Greece was able to post the spectacular overclock record at HWBOT. The session featu
2026-07-01
www.thestreet.com
2026-07-01
thestreet.com
__fail__
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Surging Earnings Estimates Signal Upside for Micron (MU) Stock
Zacks Equity Research
June 30, 2026 2 min read
MU
-4.71%
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Micron (MU) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings esti
2026-07-01
uk.finance.yahoo.com
2026-07-01
Yahoo Finance UK
Surging Earnings Estimates Signal Upside for Micron (MU) Stock
Zacks Equity Research
30 June 2026 2 min read
MU
-4.71%
Micron (MU) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company.
The upward trend
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
ASML Holdings (ASML) Is One Of The Top Surging AI Stocks, Here’s What Analysts Make Of It
Jabran Kundi
June 30, 2026 2 min read
ASML.AS
-7.28%
ASML
-3.62%
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Trading disclosure
ASML Holding NV (NASDAQ:ASML) is one of the 10 AI Stocks That Are Surging. During the last few trading sessions, ASML Holding NV (NASDAQ:ASML) has seen positive momentum. On June 15, Bernstein analyst D
2026-06-30
tomshardware.com
2026-06-30
Luke James
Taiwan officials raided Supermicro Computer's Taiwan office on Monday, alongside the homes of six individuals and three affiliated company sites
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Mayflower Financial Advisors LLC Boosts Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Mayflower Financial Advisors increased its stake in Taiwan Semiconductor Manufacturing by 33.4% in the first quarter, buying 1,400 more shares and bringing its total to 5,592 shares worth about $1.89 million.
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Apella Capital LLC Has $24.51 Million Stock Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Apella Capital LLC increased its NVIDIA stake by 35.7% in the first quarter, adding 36,966 shares to bring its total holdings to 140,544 shares worth about $24.51 million.
NVIDIA reported strong quarterly results, with $1.87 EPS and $81.6