Semiconductor News & Analysis Feed

Retail Investors’ Verdict: Micron Technology (MU) is Better Than Space (SPCX) Fahad Saleem Fri, July 3, 2026 at 6:22 AM PDT 3 min read MU +1.11% Trade MU on Coinbase Trading disclosure We just covered Avoid SpaceX and Buy These 11 Stocks Instead. Micron Technology (NASDAQ:MU) ranks #3 (see Avoid SpaceX and Buy These 5 Stocks Instead). Number of Hedge Fund Investors: 154 Redditors are dismissing

United States/Tech Hardware/NYSE:HPE Nvidia And 3 AI Hardware Stocks Retail Investors Are Watching July 02, 2026 Simply Wall St Reviewed by Sasha Jovanovic Share Copy Link The latest Nvidia revenue share program for AI startups is a reminder that the picks and shovels of computing power can be just as important as the applications built on top. When Nvidia opens up access to over 200,000 GPUs thr

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

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SK Hynix stock rally attracts retail investors amid AI spending surge South Korean retail traders have poured nearly $13.2 billion into SK Hynix as the memory chipmaker's market cap crosses $1 trillio

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