Semiconductor News & Analysis Feed
10443 articles
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks
David Moadel
Fri, July 3, 2026 at 7:18 AM PDT 4 min read
MU
+1.11%
NVDA
+3.65%
SOXX
+1.87%
AMAT
+2.89%
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Trading disclosure
Quick Read
Burry shorted Micron and NVIDIA, betting on a 30% chip correction as Micron's 242% YTD rally reaches its most extreme technical extensio
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Are We Paying Too Much for Applied Materials (AMAT)?
Soumya Eswaran
Fri, July 3, 2026 at 7:17 AM PDT 3 min read
AMAT
+2.89%
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Trading disclosure
Vltava Fund, a value-focused investment management company, published its investor letter for the second quarter of 2026. A copy of the letter can be downloaded here. The letter explores the growing role of AI and how certain facets
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
www.tomshardware.com
2026-07-03
Tom's Hardware
PC Components RAM DRAM
Inside the history of DRAM price-fixing lawsuits — how HBM allocations could make a difference after two decades of failed cases
News-analysis
By Luke James
Published July 3, 2026
Garciaguirre v. Samsung leans on HBM to prove an agreement that federal courts have twice declined to see in parallel production cuts.
When you purchase through links on our site, we may earn
2026-07-03
tomshardware.com
2026-07-03
Jowi Morales
Here we go again.
2026-07-03
www.tradingview.com
2026-07-03
TradingView
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GuruFocus
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Michael Burry Shorts Micron After Massive Rally
Michael Burry Shorts Micron After Massive Rally
Less than 1 min read
MU
+1.11%
SFM
−4.56%
ZTS
−1.56%
NVDA
+3.65%
Micron Technology
MU
found itself in Michael Burry's crosshairs again after the famed The Big Short investor disclosed a new short position, arguing the memory chip maker's rally has become detached from fundamentals.
2026-07-03
news.google.com
2026-07-03
Engineer Live
2026-07-03
tomshardware.com
2026-07-03
Etiido Uko
Blackstone-owned QTS has withdrawn its final appeal for Virginia’s 22-million-square-foot Digital Gateway campus, ending the massive data center project.
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Is It Worth Investing in Applied Materials (AMAT) Based on Wall Street's Bullish Views?
Zacks Equity Research
Fri, July 3, 2026 at 6:30 AM PDT 4 min read
AMAT
+2.89%
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Trading disclosure
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-si
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
tomshardware.com
2026-07-03
Jowi Morales
Memory chip manufacturers are discouraging the government from meddling with the industry.
2026-07-03
www.tomshardware.com
2026-07-03
Tom's Hardware
Tech Industry
SK hynix, Samsung, Micron among semiconductor industry group lobbying against government intervention on domestic memory chip supply — says move would worsen situation, suggests tax deductions on consumer electronics instead
News
By Jowi Morales
Published July 3, 2026
Memory chip manufacturers are discouraging the government from meddling with the industry.
(Image credit: Getty Ima
2026-07-03
sg.finance.yahoo.com
2026-07-03
Yahoo Finance Singapore
Investors Heavily Search ON Semiconductor Corporation (ON): Here is What You Need to Know
Zacks Equity Research
Fri, 3 July 2026 at 6:00 am GMT-7 5 min read
ON
+2.95%
^GSPC
-0.28%
ON Semiconductor Corp. (ON) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this se
2026-07-03
www.tradingview.com
2026-07-03
TradingView
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Zacks
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Can Higher Memory Prices Extend Micron Technology's Profit Boom?
Can Higher Memory Prices Extend Micron Technology's Profit Boom?
3 min read
MU
+1.11%
Micron Technology, Inc. MU is enjoying one of the strongest profit cycles in its history, and higher memory prices remain a major reason behind this momentum. Robust demand for artificial intelligence (AI) servers, high-bandwidth mem
2026-07-03
www.tradingview.com
2026-07-03
TradingView
News
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Zacks
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Micron Trades at a Discount Despite 243% YTD Rally: Buy More MU Shares?
Micron Trades at a Discount Despite 243% YTD Rally: Buy More MU Shares?
5 min read
MU
+1.11%
Micron Technology, Inc. MU has been one of the biggest winners in the semiconductor space this year. The memory chip giant has benefited from the rapid expansion of artificial intelligence (AI), which is driving strong
2026-07-03
news.futunn.com
2026-07-03
富途牛牛
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2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Key Points
Micron stock saw gains in June connected to its fiscal Q3 report.
The company posted quarterly results that crushed Wall Street's expectations, and it also issued strong guidance.
Micron stock has pulled back from the lifetime high it reached last month.
10 stocks we like better than Micron Technology ›
Micron(NASDAQ: MU) booked another month of monster gains in June, rising 18.9%
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Key Points
Micron stock saw gains in June connected to its fiscal Q3 report.
The company posted quarterly results that crushed Wall Street's expectations, and it also issued strong guidance.
Micron stock has pulled back from the lifetime high it reached last month.
10 stocks we like better than Micron Technology ›
Micron(NASDAQ: MU) booked another month of monster gains in June, rising 18.9%
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Why Micron Stock Skyrocketed Last Month But Is Plummeting in July
Keith Noonan, The Motley Fool
Fri, July 3, 2026 at 4:46 AM PDT 4 min read
MU
+1.11%
^GSPC
-0.28%
NVDA
+3.65%
^IXIC
+0.20%
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Trading disclosure
Micron (NASDAQ: MU) booked another month of monster gains in June, rising 18.9% across the month. Meanwhile, the S&P 500 fell roughly 1.1%%, and the Nasdaq Composite
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Micron
(
MU
5.68%
)
booked another month of monster gains in June, rising 18.9% across the month. Meanwhile, the
S&P 500
fell roughly 1.1%%, and the
Nasdaq Composite
declined 2.8%.
Micron stock saw big gains in the lead-up to its quarterly report on June 24 amid strong demand indicators for the
artificial intelligence
(AI) memory chip market, and the company's blowout results for the third quarter