Semiconductor News & Analysis Feed
22161 articles
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Micron Technology (NASDAQ:MU) both posted blockbuster AI infrastructure quarters, but the market reacted in opposite directions. NVIDIA sells the compute. Micron sells the memory that keeps those GPUs fed.
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Comparing them now makes sense because each just told investors something different about where AI hardware spending actually lands
2026-06-25
spectrumlocalnews.com
2026-06-25
Spectrum News
BUSINESS
Micron reports what it calls a record third quarter
BY SPECTRUM NEWS STAFF CENTRAL NY
PUBLISHED 11:11 AM ET JUN. 25, 2026
Micron has released the results of its third quarter for the 2026 fiscal year.
Company officials say it was a record quarter, with revenues of more than $41 billion.
The figure is an increase of nearly $24 billion in revenue from last quarter, and Micron projects an
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
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Updated Today at 1:09 AM GMT+8
Tech stocks live: AI memory trade roars back after Micron earnings crush estimates
Daniel Howley · Technology Editor
Updated Thu, June 25, 2026 at 8:04 AM PDT 1 min read
MU
+17.09%
QCOM
+5.60%
IBM
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^IXIC
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-4.46%
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Trading disclosure
Micron's (MU) third quarter earnings on Wednesday delivered a powerful signal to AI trad
2026-06-25
www.zacks.com
2026-06-25
Zacks Investment Research
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2026-06-25
tippinsights.com
2026-06-25
tippinsights
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Apple has increased prices for several of its products, citing soaring memory and storage chip costs driven by the rapid expansion of artificial intelligence infrastructure, according to CNN.
💰
Effective immediately, the entry-level Neo MacBook now costs $699, up from $599, while the base iPad has risen to $449 from $349. The iPad Mini, Apple
2026-06-25
www.techzine.eu
2026-06-25
Techzine Global
3 MIN
DEVICES
Sovereign European chips could become a RISC-V-based reality
SUSE and Openchip Join Forces
ERIK VAN KLINKEN
Jun 25, 2026, 11:00 PM GMT+8
A sovereign IT infrastructure is open to interpretation. Only the American hyperscalers consider data residency sufficient to call an IT stack sovereign. Rarely, however, is the physical hardware discussed: how autonomous are you if your chips come
2026-06-25
www.technetbooks.com
2026-06-25
Technetbook
www.technetbooks.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron's $50 Billion Forecast Sends AI Chip Trade Higher
Khac Phu Nguyen
Thu, June 25, 2026 at 7:56 AM PDT 2 min read
MU
+14.34%
Trade MU on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
Micron Technology (NASDAQ:MU) shares jumped in premarket trading after the company issued a fiscal fourth-quarter forecast that came in well ahead of Wall Street expectations. The largest
2026-06-25
www.bostonherald.com
2026-06-25
Boston Herald
BREAKING NEWS
Longtime Boston TV news meteorologist is leaving after epic run: ‘Legend’
June 25, 2026 at 1:18 pm
BUSINESS
Wall Street drifts in mixed trading after Micron soars and Apple drops
Micron and AI stocks broadly have been under pressure recently because of worries that their profits can’t possibly keep pace with the tremendous rallies for their stock prices.
Options traders David Rush, l
2026-06-25
tomshardware.com
2026-06-25
Etiido Uko
ASUS has released beta BIOS updates for several X870, B850, and X670 AM5 motherboards, restoring Transparent Secure Memory Encryption support for non-Pro Ryzen 9000 CPUs.
2026-06-25
www.businessinsider.com
2026-06-25
Business Insider
It's a volatile day on Wall Street after a short-lived tech rally soured and abruptly reversed course.
Micron's stellar earnings report boosted the stock by nearly 20% and reignited the AI trade, helping the Nasdaq 100 jump 2% at Thursday's opening bell.
But it wasn't to last. Just a half an hour into regular trading, the tech-heavy Nasdaq's gains reversed, dragged lower by Apple stock, which dr
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
NVIDIA’s (NASDAQ:NVDA | NVDA Price Prediction) setup heading into the back half of 2026 mirrors what drove the stock higher in 2025: revenue accelerating, margins holding, and hyperscaler demand outrunning supply. The pullback has reset expectations, and our model suggests the market is underpricing the next 12 months.
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Our 24/7 Wall St. price target for Nvidia is $251.55, implying me
2026-06-25
www.thehindubusinessline.com
2026-06-25
BusinessLine
Prices of Apple Inc products in India will rise by a minimum of 15-20 per cent as the company confirms cost revision in face of global memory chip shortage.
Flagging “an unprecedented challenge” in the consumer electronics industry, an Apple spokesperson said there is a sharp spike in memory and storage demand due to the rapid expansion of AI data centres.
“We have shielded our customers from th
2026-06-25
nypost.com
2026-06-25
New York Post
BUSINESS
Apple hikes prices by as much as $500 due to memory chip shortage – here are the products getting hit
By Taylor Herzlich
Published June 25, 2026
Updated June 25, 2026, 11:39 a.m. ET
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Apple on Thursday slapped shocking prices hikes on a range of its MacBook, iPad and home devices – raising prices b
2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Space Exploration Technologies, better known as SpaceX, may have captured the attention of many investors, but I think several stocks are far better investments today. One of the best may be sitting right under investors' noses.
Although it's the largest company in the world, I think Nvidia (
NVDA
1.73%
) is a far better buy, especially if 2027's artificial intelligence (AI) spending dwarfs 2026'
2026-06-25
www.marketbeat.com
2026-06-25
MarketBeat
Micron’s HBM Surge Could Redefine the AI Growth Story
Written by Thomas Hughes | Reviewed by Clare Titus
June 25, 2026
KEY POINTS
Micron reported fiscal Q3 revenue of $41.46 billion, up 345% year over year and roughly 1,550 basis points above consensus estimates.
Strong HBM demand, with new supply not expected to meaningfully impact the market until 2028, supports sustained hypergrowth over the ne
2026-06-25
www.marketwatch.com
2026-06-25
MarketWatch
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2026-06-25
www.moomoo.com
2026-06-25
Moomoo
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2026-06-25
t2online.in
2026-06-25
t2ONLINE
Apple has raised prices across its Mac and iPad ranges as the company confirmed what chief executive Tim Cook had signalled a week earlier. iPhone pricing remained untouched for now.
Behind the move lies a global squeeze on DRAM and NAND chips, whose prices have quadrupled over the past year amid runaway demand from AI hyperscalers.
"The consumer electronics industry is facing an unprecedented c