Semiconductor News & Analysis Feed
10707 articles
2026-06-26
apnews.com
2026-06-26
AP News
Specialist Patrick King, left, and trader Dylan Halvorsen work on the floor of the New York Stock Exchange, Thursday, June 25, 2026. (AP Photo/Richard Drew)
NEW YORK (AP) — The U.S. stock market is drifting in mixed trading Thursday after several artificial-intelligence stocks veered back up their roller-coaster ride, while Apple dropped after hiking prices on many of its products.
The S&P 500 r
2026-06-26
tomshardware.com
2026-06-26
Jake Roach
Scalpers are trying to capitalize on the release of the Ryzen 7 5800X3D 10th Anniversary Edition, asking nearly double the CPU's suggested retail price.
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Strong Earnings Demonstrate Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Key Role in The AI-Capex Cycle
Soumya Eswaran
Thu, June 25, 2026 at 9:55 AM PDT 3 min read
2330.TW
0.00%
TSM
-0.32%
Trade TSM on Coinbase
Trading disclosure
Janus Henderson Investors, an investment management company, released its first-quarter 2026 investor letter for the "Global Sustainable Equity Fund". A co
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Memory chip shortage is pushing Apple prices higher
Yahoo Finance and Julie Hyman
Thu, June 25, 2026 at 9:30 AM PDT
AAPL
-4.55%
Trade Apple on Coinbase
Trading disclosure
Apple is expected to raise prices across its product lineup as memory chip shortages increase component costs. Yahoo Finance Tech Editor Dan Howley joins Julie Hyman on Market Catalysts to discuss what the price hikes could mean
2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
Memory chip shortage is pushing Apple prices higher
Yahoo Finance and Julie Hyman
Thu, 25 June 2026 at 9:30 am GMT-7
AAPL
-6.15%
Apple is expected to raise prices across its product lineup as memory chip shortages increase component costs. Yahoo Finance Tech Editor Dan Howley joins Julie Hyman on Market Catalysts to discuss what the price hikes could mean for consumers and Apple's hardware busine
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Micron earnings beat may fuel AI trade optimism
Yahoo Finance Video
Thu, June 25, 2026 at 9:27 AM PDT
MU
+17.10%
^GSPC
+0.10%
NVDA
-2.25%
Explore stocks on Coinbase
Trading disclosure
Yahoo Finance Senior Business Reporter Ines Ferre and Sevens Report Research Founder Tom Essaye break down Micron's (MU) earnings beat and stronger-than-expected guidance. They discuss how record revenue and gro
2026-06-26
www.tradingview.com
2026-06-26
TradingView
News
/
Stock Story
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Why Is Micron (MU) Stock Soaring Today
Why Is Micron (MU) Stock Soaring Today
3 min read
MU
+16.39%
What Happened?
Shares of memory chips maker Micron
MU
jumped 17.1% in the afternoon session after the company reported outstanding second quarter (fiscal Q3 2026) earnings results, guided to $50 billion in sales for the next quarter, locked in $100 billion of contracts, and
2026-06-26
tomshardware.com
2026-06-26
Luke James
Riot Games has announced that it plans to let players stop its Vanguard anti-cheat from loading on startup.
2026-06-26
www.tradingview.com
2026-06-26
TradingView
News
/
EQS
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Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective…
Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
3 min read
IFX
+3.08%
Infineon Technologies AG
Infineon Technologies AG: Release acc
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Micron's blowout earnings are a headache for Apple
Jared Blikre
Thu, June 25, 2026 at 9:19 AM PDT 2 min read
MU
+16.11%
AAPL
-4.84%
Explore stocks on Coinbase
Trading disclosure
Micron's blowout earnings sent the stock soaring Thursday, but the bigger market message showed up in Apple's share price.
Investors are rewarding Micron (MU) for a global memory squeeze that has pushed pricing power
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Everyone Is Talking About Micron
Bram Berkowitz, The Motley Fool
Thu, June 25, 2026 at 9:15 AM PDT 4 min read
MU
+16.01%
NVDA
-1.89%
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Trading disclosure
In recent weeks, the market has shown artificial intelligence fatigue, as concerns have mounted and investors wonder whether the rally can continue without a pullback first.
However, some of the AI-bottleneck trades
2026-06-26
global.morningstar.com
2026-06-26
Morningstar
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2026-06-26
global.morningstar.com
2026-06-26
Morningstar
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2026-06-26
www.datacenterdynamics.com
2026-06-26
Data Center Dynamics
OpenAI is hiring for a deal lead to form "high-value" partnerships with semiconductor companies.
The new hire is expected to pitch the use of OpenAI's AI models in chip development and company operations. The position and effort has not been previously reported.
The AI Hardware Supplement
Inside the AI server
18 Jun 2026
The role is part of OpenAI's 'Special Situations' team, "the company’s c
2026-06-26
fortune.com
2026-06-26
Fortune
Micron’s blowout quarter wasn’t just a beat. It was a restructuring of how Wall Street will price memory — and maybe all of semiconductors — for years to come.
The bears had been sharpening their claws all week.
Korean semiconductor stocks had wobbled. Chatter about AI demand peaking was growing louder in the corridors of hedge funds and on trading desks from Midtown Manhattan to Tokyo’s Marunou
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Soars Post Q3 Earnings on AI Memory Crunch: ETFs to Watch
Sanghamitra Saha
Thu, June 25, 2026 at 9:00 AM PDT 3 min read
MU
+17.17%
FTXL
+3.93%
CHPX
+3.01%
KNO
0.00%
MUU
+34.06%
Explore stocks on Coinbase
Trading disclosure
On June 24, 2026, Micron Technology MU delivered another blockbuster quarter, reinforcing the strength of the AI memory cycle. The stock jumped 15% in after-hours tradin
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
In recent weeks, the market has shown artificial intelligence fatigue, as concerns have mounted and investors wonder whether the rally can continue without a pullback first.
However, some of the AI-bottleneck trades remain as strong as ever.
The AI memory maker Micron (
MU
+16.97%
) just reported blowout third-quarter earnings results. Earnings per share of $25.11 beat Wall Street consensus esti
2026-06-25
tomshardware.com
2026-06-25
The Editors of Tom's Hardware
The best Amazon Prime Day 2026 monitor sales, live round-the-clock coverage of all the best deals.
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Micron Technology (NASDAQ:MU | MU Price Prediction) has climbed from roughly $127.60 a year ago to past $1,048 as the AI memory cycle accelerated. After a blowout fiscal Q3, our proprietary model says the easy money has already been made.
Video Muted
Our 24/7 Wall St. price target for Micron is $889.73, implying 15.14% downside from the current $1,048.51 level. We rate shares a sell with high co
2026-06-25
www.investopedia.com
2026-06-25
Investopedia
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