Semiconductor News & Analysis Feed
2901 articles
2026-07-02
www.indexbox.io
2026-07-02
IndexBox
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2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
digitimes.com
2026-07-02
Memory suppliers are renegotiating high-bandwidth memory contracts, and PC brands say price increases may slow later this year. For global buyers, that relief could be short-lived, as supply-chain sources warn that shortages tied to artificial intelligence demand are likely to keep memory markets tight through 2027.
2026-07-02
www.bloomberg.com
2026-07-02
Bloomberg.com
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Get the most important global
2026-07-02
digitimes.com
2026-07-02
The global memory market is enjoying one of its most profitable cycles in years. AI data center demand has driven DRAM and NAND prices sharply higher, and the three companies that dominate global supply — Micron, Samsung, and SK Hynix — are posting results that would have seemed unlikely two years ago.
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Trump Just Called Micron the ‘Hottest’ Company in the World. The Market Yawned and Dumped It 10%
Omor Ibne Ehsan
Wed, July 1, 2026 at 4:40 PM PDT 4 min read
MU
-4.71%
SNDK
-7.26%
WDC
-7.86%
SOXX
-5.13%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Trump praised Micron (MU) on Truth Social, but after an 838% run the stock still dropped 10%, proving that presidential endorsements can't m
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
As MU stock was falling, President Trump posted on Truth Social calling Micron Technology (NASDAQ:MU | MU Price Prediction) “one of the HOTTEST anywhere in the World” and celebrating a “HISTORIC $250 MILLION Investment in TRUMP ACCOUNTS” pledged by CEO Sanjay Mehrotra, tied to America’s 250th anniversary. He signed off with “THIS IS THE GOLDEN AGE OF AMERICA!”
Video Muted
However, the stock went
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know
TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know · Zacks
Zacks Equity Research
Wed, July 1, 2026 at 2:45 PM PDT 3 min read
2330.TW
+1.02%
^GSPC
-0.45%
^DJI
-0.25%
^IXIC
-1.16%
TSM
-4.25%
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Trading disclosure
TSMC (TSM) closed at $444.23 in the latest trading session, ma
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Applied Materials (AMAT) Suffers a Larger Drop Than the General Market: Key Insights
Applied Materials (AMAT) Suffers a Larger Drop Than the General Market: Key Insights · Zacks
Zacks Equity Research
Wed, July 1, 2026 at 2:45 PM PDT 3 min read
AMAT
-6.46%
^GSPC
-0.45%
^DJI
-0.25%
^IXIC
-1.16%
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Applied Materials (AMAT) closed at $650.91 in the latest tradin
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
NVIDIA (NASDAQ:NVDA) Trading Down 1.3% - Here's What Happened
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
NVIDIA shares slipped 1.3% in Wednesday trading, with the stock briefly falling to $193.45 before last trading near $197.58 as investors showed some near-term caution.
Despite the pullback, the article highlights continued bullish long-term sentiment around
2026-07-02
www.indexbox.io
2026-07-02
IndexBox
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Stock market today: Dow, S&P 500, Nasdaq slip as semiconductor stocks sink to start 3rd quarter
Amalya Dubrovsky, Karen Friar and Jake Conley
Updated Wed, July 1, 2026 at 1:02 PM PDT 1 min read
^DJI
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ADP
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US stocks slipped on Wednesday to start the first day of the third quarter as investors scrutinized
2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
www.marketwatch.com
2026-07-02
MarketWatch
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2026-07-02
www.marketwatch.com
2026-07-02
MarketWatch
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2026-07-01
www.msn.com
2026-07-01
MSN
Micron Technology MU delivered a historic rally in the second quarter of 2026, with its shares surging over 240% and adding approximately $920 billion to its market capitalization. As the broader semiconductor industry is experiencing an absolute renaissance, ignited by the global artificial intelligence (AI) boom, other chip giants, particularly Advanced Micro Devices AMD and Intel INTC, also con
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Micron TechnologyMU delivered a historic rally in the second quarter of 2026, with its shares surging over 240% and adding approximately $920 billion to its market capitalization. As the broader semiconductor industry is experiencing an absolute renaissance, ignited by the global artificial intelligence (AI) boom, other chip giants, particularly Advanced Micro DevicesAMD and Intel INTC, also contr
2026-07-01
news.futunn.com
2026-07-01
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2026-07-01
www.etnownews.com
2026-07-01
ET Now
Denuclearization of Iran is progressing well, says US President Trump
Get the latest Business News, Stock Markets, IPO Companies News, Breaking News Events on ET Now. Watch all the big and small Share Market News on ET Now Live TV.
PM Modi's Australia visit 2026: Uranium deal, defence pact among major 18 outcomes - Full details from joint statement
IndiGo, Air India travel advisory: Heavy rain