Semiconductor News & Analysis Feed
20345 articles
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Micron Vs. Apple: Why MU Is Still The Better Buy Between These Tech Giants
Alex Sirois
Tue, July 7, 2026 at 11:06 AM PDT 3 min read
MU
+5.44%
AAPL
+0.76%
NVDA
-0.14%
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Micron's gross margin exploded to 85% on 346% revenue growth while Apple raised MacBook and iPad prices up to 54% just to protect its margins.
Micron's forward P/E of 7 versus
2026-07-08
www.thestreet.com
2026-07-08
thestreet.com
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2026-07-08
www.bloomberg.com
2026-07-08
Bloomberg.com
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Get the most important global
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
Synopsys (NASDAQ:SNPS | SNPS Price Prediction) has become one of the most important picks-and-shovels plays on the AI buildout, yet the stock has quietly slipped 16.43% over the past year.
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Our 24/7 Wall St. price target for Synopsys is $516.71, implying 18.2% upside from the current $437.16 level. Our recommendation is buy, at a 90% confidence level, one of the higher conviction read
2026-07-08
www.notebookcheck.net
2026-07-08
Notebookcheck
Last month, Ugreen launched the Nexode 45 W GaN charger in Europe and North America. Now, the brand’s latest charging accessory is now available for purchase at Costco. Speaking more precisely, the Ugreen Costco storefront is offering the Nexode 45 W charger (2-pack) for $49.99. Unfortunately, there’s no option to purchase a single unit on Costco. Oddly enough, the charger isn’t available on Amazo
2026-07-08
developer.nvidia.com
2026-07-08
NVIDIA Developer
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
The memory supercycle has supercharged Micron Technology (
MU
+5.85%
) and Sandisk (
SNDK
+9.50%
) over the past year, as both companies have been reporting stunning increases in their revenue and earnings due to the favorable demand-supply dynamics of the memory market.
While Micron stock has jumped 8x over the past year, Sandisk's gains stand at a whopping 3,650%. There is a strong possibility
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
The VanEck Fabless Semiconductor ETF (NASDAQ:SMHX) has ripped higher in 2026, gaining 58.48% year to date through July 6, and it does not own a single share of the world’s largest chipmaker. Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction), the foundry that physically fabricates chips for nearly every marquee AI silicon designer, is absent by design. That absence is written int
2026-07-08
stocktwits.com
2026-07-08
Stocktwits
stocktwits.com
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
SK Hynix’s Offering Reportedly Oversubscribed Multiple Times Amid Prolonged Memory Stocks Sell-Off
SK Hynix’s Offering Reportedly Oversubscribed Multiple Times Amid Prolonged Memory Stocks Sell-Off · Stocktwits
Arnab Paul
Tue, July 7, 2026 at 10:25 AM PDT 3 min read
000660.KS
+5.30%
BABA
+2.41%
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The report added that around 1,000 institutional investors pa
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Up 102% in 2026, This Chip ETF Mysteriously Avoids Taiwan Semiconductor
Up 102% in 2026, This Chip ETF Mysteriously Avoids Taiwan Semiconductor · 24/7 Wall St.
Michael Williams
Tue, July 7, 2026 at 10:20 AM PDT 5 min read
2330.TW
-2.03%
NVDA
+0.09%
AMD
+5.48%
TSM
+0.49%
PSI
+5.87%
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Quick Read
PSI has doubled in 2026 by owning chip designers like AMD an
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
The Invesco Semiconductors ETF (NYSEARCA:PSI) has roughly doubled this year, gaining 102.37% from December 31, 2025 through July 6, 2026. The surprise: the fund carries the word “semiconductors” in its name yet holds zero shares of Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction), the world’s largest dedicated independent (pure-play) semiconductor foundry and the company that a
2026-07-08
news.google.com
2026-07-08
NVIDIA Developer
2026-07-08
www.cnbc.com
2026-07-08
CNBC
Investors dumped semiconductor stocks on Tuesday after results from Samsung Electronics
failed to meet Wall Street’s lofty artificial intelligence demand expectations.
Shares dropped 8% even after the South Korean electronics company’s quarterly profit surpassed both Nvidia
and Apple
, and the company said it expects operating profit to jump 1,800%.
The results are the latest sign on Wall Stre
2026-07-08
www.tradingkey.com
2026-07-08
TradingKey
Texas Instruments Inc (TXN) moved down by 3.42%. The Technology Equipment sector is down by 2.78%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 5.99%; SanDisk Corporation (SNDK) down 8.82%; NVIDIA Corp (NVDA) up 0.69%.
Texas Instruments experienced significant intraday volatility and a notable downward move, ending the session in
2026-07-08
eetimes.com
2026-07-08
Commercial parts die fast in combat. See how advanced composites, coatings and MIL testing keep defense hardware alive under brutal stress.
2026-07-08
www.cnbc.com
2026-07-08
CNBC
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Inside, Micron
Inside the Micron Paradox: Record HBM Demand, a $9.3 Billion Factory, and a Stock That Keeps Falling
Veröffentlicht: 07.07.2026 um 19:02 Uhr, Redaktion boerse-global.de
Micron’s HBM chips are sold out through 2026 and revenue surged 345%, but the stock fell 25% from its peak amid cyclical overcapacity fears.
Inside - Inside the Micron Paradox: Record HBM Demand, a $9.3 Billion Fac