Semiconductor News & Analysis Feed
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2026-06-25
www.advisorperspectives.com
2026-06-25
Advisor Perspectives
www.advisorperspectives.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron’s HBM Surge Could Redefine the AI Growth Story
Thomas Hughes, MarketBeat
June 25, 2026 5 min read
NVDA
-1.39%
MU
-5.49%
MU NASDAQ
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Key Points
Interested in Micron Technology, Inc.? Here are five stocks we like better.
Micron reported fiscal Q3 revenue of $41.46 billion, up 345% year over year and roughly 1,550 basis points a
2026-06-25
www.theglobeandmail.com
2026-06-25
The Globe and Mail
Micron’s (NASDAQ: MU)fiscal Q3 results and the strength of its outperformance highlight a persistent problem in today’s market: there is a fundamental misunderstanding of the AI trade. AI isn’t a niche; it's not a bubble. It is the evolution of technology, and that evolution is accelerating.
Leading tech giants, enterprises, and research labs globally are racing to implement existing infrastructu
2026-06-25
clpmag.com
2026-06-25
Clinical Lab Products
Tecan and NVIDIA Integrate New Artificial Intelligence Capabilities into Lab Analytics Platform
Jun 25, 2026 | Analytical Software Systems, Company News, Lab Automation |
The update to the Introspect platform aims to help clinical laboratories move toward proactive operations and improved productivity.
Tecan, a provider of laboratory automation and solutions, announced the integration of a
2026-06-25
en.bd-pratidin.com
2026-06-25
en.bd-pratidin.com
en.bd-pratidin.com
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2026-06-25
stocktwits.com
2026-06-25
Stocktwits
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2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Computer memory specialist Micron (
MU
+12.42%
) stock surged 19.2% Thursday morning after crushing analyst forecasts for fiscal Q3 earnings.
Wall Street had expected Micron to earn $20.78 per share, adjusted for one-time items, on $35.8 billion in quarterly sales. Micron actually earned $25.11 per share, and its sales quadrupled year over year to $41.5 billion.
Image source: Micron.
Micron Q3
2026-06-25
qz.com
2026-06-25
qz.com
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2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
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The artificial intelligence boom is creating winners and losers in places many investors never expected. While most attention remains fixed on GPUs from Nvidia (NASDAQ:NVDA | NVDA Price Prediction), memory chips have quietly become one of the industry’s biggest bottlenecks.
Every AI server requires massive amounts of high-bandwidth memory (HBM) and DRAM, and supply simply can’t keep
2026-06-25
www.cmcmarkets.com
2026-06-25
CMC Markets
Micron earnings could become a key test for the AI and semiconductor sectors, with investors focused on HBM memory demand and the durability of the AI infrastructure boom. The results may matter well beyond Micron itself, influencing sentiment towards Nvidia, AMD, Broadcom, TSMC and the wider chip sector.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Tech ETFs to Buy as SK Hynix Preps Massive $29 Billion Nasdaq Debut
Aparajita Dutta
Thu, June 25, 2026 at 7:17 AM PDT 5 min read
000660.KS
+13.06%
005930.KS
+5.29%
MU
+15.67%
IXN
+1.23%
AIQ
+1.66%
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The announcement of SK Hynix's blockbuster Nasdaq listing propelled its shares to surge over 12% on June 25, as investors cheered the move that will make th
2026-06-25
www.barrons.com
2026-06-25
Barron's
__fail__
2026-06-25
yourstory.com
2026-06-25
YourStory.com
Explainers
OpenAI turns up the heat in chip market with Jalapeño
The Jalapeño chip highlights that frontier AI requires vast power and bespoke hardware from specialised factories, while also marking OpenAI’s strategic transition into a leading full-stack semiconductor and infrastructure player.
Ishan Patra
915 Stories
Thursday June 25, 2026 , 7 min Read
ChatGPT maker OpenAI has stepped beyond th
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) surged as much as 11% to $219 in early Thursday trading before retreating to $207, up 5% on the session. This volatile price action occurred after the chipmaker landed a marquee data center customer and watched price targets ratchet higher across the Street. The apparently fragile QCOM stock rally comes as analysts reassess Qualcomm’s divers
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm Jumps 11%, Then Pulls Back Amid Meta Platforms Data Center Deal and Wave of Analyst Target Hikes
David Moadel
Thu, June 25, 2026 at 7:13 AM PDT 4 min read
QCOM
+4.04%
META
-0.59%
NVDA
-1.63%
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Quick Read
Qualcomm (QCOM) stock jumped 11% but then fell back after the company landed Meta Platforms (META) as its first-ever data center customer with
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Sandisk, Western Digital, and others soar as Micron results 'justify elevated valuations'
Ines Ferré · Senior Business Reporter
Updated Thu, June 25, 2026 at 7:50 AM PDT 1 min read
MU
+13.02%
AMD
+0.11%
NVDA
-1.45%
INTC
-1.24%
MRVL
-0.50%
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What happened: Memory and storage stocks rallied on Thursday. Shares of Sandisk (SNDK) and Western Digital (WDC) g
2026-06-25
www.cnbc.com
2026-06-25
CNBC
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron stock soars after blowout earnings expose AI's memory bottleneck
Jared Blikre
Updated Thu, June 25, 2026 at 7:04 AM PDT 2 min read
MU
+15.81%
000660.KS
+13.06%
^SOX
+3.59%
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The AI memory scare ran straight into Micron's (MU) profit machine on Wednesday, sending its stock surging as much as 19% Thursday to a fresh intraday record high — its 40th of 202
2026-06-25
tomshardware.com
2026-06-25
Mark Tyson
Apple has made the unprecedented decision to hike the prices of all its current computers and tablets with some entry-level model prices up as much as $500.
2026-06-25
www.eejournal.com
2026-06-25
EEJournal
June 25, 2026
Infineon CoolGaN™ technology enables new levels of efficiency and power density in BRC Solar’s Power Optimizer
Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) announces that BRC Solar GmbH has selected Infineon’s CoolGaN™ Transistor 100 V devices as the core switching technology for its Power Optimizer. The CoolGaN Transistor 100 V family delivers industry-leading switching perf