Semiconductor News & Analysis Feed
513 articles
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Nasdaq futures jump 2% as Micron, Qualcomm forecasts ease AI concerns; PCE data awaited
By Johann M Cherian and Twesha Dikshit
Thu, June 25, 2026 at 2:16 AM PDT 3 min read
MU
-0.31%
QCOM
-3.29%
^IXIC
-0.43%
SNDK
-2.50%
WDC
-4.01%
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By Johann M Cherian and Twesha Dikshit
June 25 (Reuters) - Nasdaq futures led gains on Thursday, advancing over 2% as inve
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Micron
(
MU
1.32%
)
did it again.
The memory chip superstar blew past results in its third-quarter earnings report, sending the stock up 15% after hours on Wednesday as the company both smashed third-quarter expectations and gave much better guidance than expected.
The results showed that the AI boom isn't slowing down and that memory shortages are expected to persist at least through 2028. Manage
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
4 Blowout Numbers From Micron's Earnings Investors Need To See
Jeremy Bowman, The Motley Fool
Wed, June 24, 2026 at 10:05 PM PDT 3 min read
MU
-0.31%
NVDA
-0.50%
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Trading disclosure
Micron (NASDAQ: MU) did it again.
The memory chip superstar blew past results in its third-quarter earnings report, sending the stock up 15% after hours on Wednesday as the company both smas
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Retail investors have spent the last decade riding a simple playbook: buy the dip in mega-cap tech. JJ Kinahan, Senior VP of Retail and Alternative Investments at Cboe Global Markets, told CNBC’s Squawk Box on June 24, 2026 that the playbook is still intact. The problem is figuring out which stock leads the next leg higher.
Video Muted
The Leadership Vacuum Kinahan Sees
For years, the rotation w
2026-06-24
www.tradingview.com
2026-06-24
TradingView
News
/
Reuters
/
Anxious investors await Micron earnings as chip sector whipsaws
Anxious investors await Micron earnings as chip sector whipsaws
Refinitiv2 min read
MU
−4.82%
WMT
+0.19%
INTC
−2.61%
IXIC
−0.74%
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2026-06-24
mezha.net
2026-06-24
mezha.net
Investors Eye Micron as Company Prepares to Report Earnings
Wednesday, 24 June 2026, 15:00
A dramatic year for Micron has left investors waiting anxiously for Wednesday’s earnings, with volatile flows and AI demand raising high stakes.
As highlighted by Reuters
On June 24, investors are focused on Micron Technology as the company prepares to report quarterly earnings; analysts and traders expec
2026-06-24
www.reuters.com
2026-06-24
Reuters
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Anxious investors await Micron earnings as chip sector whipsaws
Sruthi Shankar
Wed, June 24, 2026 at 4:38 AM PDT 3 min read
MU
-2.62%
SPCX
-0.74%
WMT
-0.25%
INTC
-1.29%
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Trading disclosure
By Sruthi Shankar
June 24 (Reuters) - The spotlight is on chipmaker Micron Technology as it prepares to report earnings, and investors are bracing for more volatility after recent mar
2026-06-24
mezha.net
2026-06-24
mezha.net
Investors return to tech stocks as Micron earnings loom
Wednesday, 24 June 2026, 14:22
Markets rallied as traders moved back into chip stocks ahead of a key report. Micron’s results could reshape momentum across the tech sector.
As reported by Reuters
On June 24, S&P 500 and Nasdaq futures rose on Wednesday, rebounding after two sessions of declines as investors returned to the tech sector ahea
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Nvidia: Rapid Revenue Expansion
Nvidia (
NVDA
0.40%
) primarily generates its revenue by providing advanced graphics, computational, and networking solutions.
It announced that its Vera Rubin platform entered full production on June 1, 2026, and it reported 72% net income margin for its fiscal first quarter ended April 26, 2026.
Advanced Micro Devices: Steady Revenue Trajectory
Advanced Micro
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Nvidia vs. Advanced Micro Devices: What Do Their Revenue Trends Tell Investors?
Robert Izquierdo, The Motley Fool
Wed, June 24, 2026 at 3:47 AM PDT 4 min read
NVDA
-1.36%
AMD
-2.27%
RXT
-9.15%
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Trading disclosure
Nvidia: Rapid Revenue Expansion
Nvidia (NASDAQ:NVDA) primarily generates its revenue by providing advanced graphics, computational, and networking solutions.
I
2026-06-24
news.futunn.com
2026-06-24
富途牛牛
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Great News for Nvidia Investors: Wall Street Says the Stock Could Soar to $295
Trevor Jennewine, The Motley Fool
Wed, June 24, 2026 at 2:08 AM PDT 4 min read
NVDA
+0.35%
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Trading disclosure
Nvidia (NASDAQ: NVDA) has been one of the biggest winners from the artificial intelligence (AI) infrastructure build-out. The stock has advanced more than 1,300% since January 2023. But
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Nvidia (
NVDA
+0.52%
) has been one of the biggest winners from the artificial intelligence (AI) infrastructure build-out. The stock has advanced more than 1,300% since January 2023. But most Wall Street analysts still believe Nvidia is deeply undervalued.
In fact, the consensus target price has increased from $265 per share to $295 per share in the last 90 days, according to LSEG. That implies 4
2026-06-24
www.gurufocus.com
2026-06-24
GuruFocus
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2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
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2026-06-23
www.tradingview.com
2026-06-23
TradingView
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Zacks
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Are Navitas Investors Missing the Grid Behind the AI Hype?
Are Navitas Investors Missing the Grid Behind the AI Hype?
4 min read
NVTS
−9.70%
Most investors know Navitas Semiconductor NVTS for its artificial intelligence (AI) story. The company has attracted much attention through its partnership with NVIDIA NVDA, its 800V data center power architecture, and its gallium nitride (GaN
2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NasdaqGS:FORM
Should Analyst Upgrades Tied to AI and HBM Testing Require Action From FormFactor (FORM) Investors?
June 23, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In recent weeks, FormFactor has attracted a series of analyst upgrades that emphasize its role in testing technologies tied to artificial intelligence and high bandwidth memory.
This r
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
10 Words From Apple CEO Tim Cook That Are Music to the Ears of Micron Technology Investors
David Jagielski, CPA, The Motley Fool
Mon, June 22, 2026 at 3:20 PM PDT 3 min read
MU
-13.18%
AAPL
-0.91%
NVDA
-4.13%
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Trading disclosure
Micron Technology (NASDAQ: MU) stock has been red hot over the past year amid an ongoing shortage of memory products driven by significant inves
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
TSMC (TSM) Advances While Market Declines: Some Information for Investors
TSMC (TSM) Advances While Market Declines: Some Information for Investors · Zacks
Zacks Equity Research
Mon, June 22, 2026 at 2:45 PM PDT 3 min read
2330.TW
-2.61%
^GSPC
-1.44%
^DJI
-0.09%
^IXIC
-2.21%
TSM
-6.69%
Trade TSM on Coinbase
Trading disclosure
TSMC (TSM) closed at $467.67 in the latest trading session, marking a +