Semiconductor News & Analysis Feed
10530 articles
2026-07-02
www.gurufocus.com
2026-07-02
GuruFocus
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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
www.benzinga.com
2026-07-02
Benzinga
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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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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
finance.yahoo.com
2026-07-02
Yahoo Finance
After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade
David Beren
Wed, July 1, 2026 at 9:17 AM PDT 6 min read
NVDA
+0.71%
MSFT
+0.54%
GOOGL
+0.16%
META
+2.55%
AMZN
+0.75%
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SOXX delivered a 103% year-to-date return versus SMH's 75%, proving capped, broader exposure across 34 holdings beats concent
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
Three years into the artificial intelligence buildout, hyperscaler spending has carried semiconductors from a cyclical play to the highest-beta vehicle in the equity market. Microsoft, Google, Meta, and Amazon are guiding combined 2026 capital expenditures above $400 billion, up from roughly $230 billion in 2024, and most of that flows through chip designers, foundries, memory makers, and lithogra
2026-07-02
www.marketwatch.com
2026-07-02
MarketWatch
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2026-07-02
blockonomi.com
2026-07-02
Blockonomi
blockonomi.com
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2026-07-01
sg.finance.yahoo.com
2026-07-01
Yahoo Finance Singapore
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Texas Instruments to webcast Q2 2026 earnings conference call
PR Newswire
Wed, 1 July 2026 at 8:45 am GMT-7 1 min read
TXN
-3.36%
DALLAS, July 1, 2026 /PRNewswire/ -- Texas Instruments Incorporated (TI) (Nasdaq: TXN) will webcast its second quarter earnings conference call on Wednesday, July 22, at 3:
2026-07-01
news.google.com
2026-07-01
Stock Titan
2026-07-01
invezz.com
2026-07-01
Invezz
Why are Micron, SanDisk, and other semiconductor stocks falling today?
Stock market
Author
Vatsala Gaur
Jul 01, 2026, 11:35 AM
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Micron shares dropped more than 8% as chip stocks retreated after a record first half.
A new class-action lawsuit alleges Micron, Samsung and SK Hynix restricted DRAM supply to inflate prices.
Analysts remain bullish on long-term memory
2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
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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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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
observer.com
2026-07-01
observer.com
There is a particular kind of confidence that comes from being able to say no toNvidia. Late last year, the chipmaker—whose market capitalization now exceeds the GDP of most nations—offeredHugging Facea $500 million investment at a $7 billion valuation, a sum larger than everything the company had raised since its founding in 2016. Hugging Face passed. The official line, as reported by theFinancia
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
Samsung, Micron and SK Hynix accused of spiking memory chip prices by 700%
Rebecca Payne
Wed, July 1, 2026 at 7:30 AM PDT 4 min read
005930.KS
-6.25%
MU
-4.71%
000660.KS
-5.68%
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Trading disclosure
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
2026-07-01
stocktwits.com
2026-07-01
Stocktwits
stocktwits.com
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