Semiconductor News & Analysis Feed
22901 articles
2026-07-02
www.tradingview.com
2026-07-02
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Cohu Is Riding AI and HBM Trends But Execution Still Matters
Cohu Is Riding AI and HBM Trends But Execution Still Matters
3 min read
COHU
+2.75%
Cohu, Inc. COHU is becoming a more visible small-cap play on semiconductor test demand tied to AI infrastructure.
The story is not just about equipment shipments. It also involves high-bandwidth memory inspection, thermal control, softwar
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Cohu Is Riding AI and HBM Trends But Execution Still Matters
Cohu, Inc. Price and Consensus · Zacks
Anirudha Bhagat
Thu, July 2, 2026 at 6:48 AM PDT 3 min read
COHU
+2.26%
TER
+2.47%
ADTTF
-16.75%
ATEYY
+0.80%
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Trading disclosure
Cohu, Inc. COHU is becoming a more visible small-cap play on semiconductor test demand tied to AI infrastructure.
The story is not just about
2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
Morningstar is warning investors to brace for a reckoning in AI stocks, with memory-chip names sitting on the biggest gains facing the most downside. In a Bloomberg TV segment, Morningstar director of research Lorraine Tan warned that a large slice of AI names could give back 20% to 30% before they become buyable again. For holders of Micron Technology (NASDAQ:MU | MU Price Prediction), the poster
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?
Danielle Liverance
Thu, July 2, 2026 at 6:45 AM PDT 5 min read
MU
+0.27%
LRCX
+2.52%
005930.KS
-6.25%
000660.KS
-5.68%
NVDA
+3.24%
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Trading disclosure
Quick Read
Lorraine Tan warns that Micron, which has surged 305% year to date, faces a 20 to 30% correction as Samsung and SK Hynix supply floods the
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
The Next Micron? Some Investors Say NETLIST (NLST) Is The Best AI Memory Stock to Buy Now
Fahad Saleem
Thu, July 2, 2026 at 6:44 AM PDT 2 min read
NLST
-1.39%
MU
+0.26%
SNDK
+3.41%
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Trading disclosure
We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn't Miss. NETLIST (OTC:NLST) ranks #8 (see The Next SanDisk: 5 Potential Breakout AI Stocks You S
2026-07-02
news.google.com
2026-07-02
TradingView
2026-07-02
www.tradingview.com
2026-07-02
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Can AMKR's 2.5D Packaging Pipeline Drive Long-Term Growth?
Can AMKR's 2.5D Packaging Pipeline Drive Long-Term Growth?
3 min read
AMKR
+2.94%
Amkor Technology's AMKR expanding 2.5D packaging pipeline is emerging as a key growth lever as AI and high-performance computing customers shift toward chiplet-based architectures. As semiconductor performance gains increasingly depend on pack
2026-07-02
www.tradingview.com
2026-07-02
TradingView
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Zacks
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TXN Stock Soars 52% in Three Months: Is There More Upside Ahead?
TXN Stock Soars 52% in Three Months: Is There More Upside Ahead?
4 min read
TXN
+3.36%
Texas Instruments Incorporated TXN shares have rallied 51.9% over the past three months, making the company one of the biggest winners in the semiconductor space. The stock has comfortably outperformed the broader Zacks Semiconducto
2026-07-02
www.tradingview.com
2026-07-02
TradingView
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TradingView
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NVIDIA names Nicholas Parker EVP Worldwide Field Operations as Ajay Puri to retire
NVIDIA names Nicholas Parker EVP Worldwide Field Operations as Ajay Puri to retire
Less than 1 min read
NVDA
+3.89%
NVIDIA appointed Nicholas Parker as Executive Vice President, Worldwide Field Operations, with Ajay K. Puri set to retire upon his successor's start date.
Individual Ajay K. Puri
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Wall Street Bulls Look Optimistic About TSMC (TSM): Should You Buy?
Zacks Equity Research
Thu, July 2, 2026 at 6:30 AM PDT 4 min read
2330.TW
+1.02%
TSM
+0.91%
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Trading disclosure
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) ana
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Micron vs. Sandisk: Which Stock Is the Better Buy for the AI Memory Boom?
Jack Delaney, The Motley Fool
Thu, July 2, 2026 at 6:30 AM PDT 6 min read
MU
+1.11%
SNDK
+6.77%
NVDA
+3.65%
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Trading disclosure
Outside of electricity and processing power, one of the biggest bottlenecks controlling the pace of the artificial intelligence infrastructure build-out is the amount of m
2026-07-02
www.zacks.com
2026-07-02
Zacks Investment Research
Zacks Investment Ideas feature highlights: JPMorgan, Sandisk, Micron Technology, Nvidia, Broadcom, AMD, Taiwan Semiconductor, Arista Networks, Meta Platforms and Microsoft
Zacks Equity Research July 02, 2026
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2026-07-02
hypepotamus.com
2026-07-02
Hypepotamus
Home // The world needs faster chip design. Falcomm is proving Atlanta has the engineering muscle to build it
ATLANTA (June 29) Hypepotamus – There’s an office on Peachtree Street in Midtown Atlanta where a team of engineers are rewriting the rules of wireless communication and the chips that drive our modern world.
That team is with Falcomm, a fast-growing fabless semiconductor startup whose p
2026-07-02
www.trefis.com
2026-07-02
Trefis
Own Cadence For AI? Oracle’s Backlog Demands A Look
July 2nd, 2026 by Trefis Team
CDNS
Cadence Design Systems
Both software giants are riding the AI wave, but Oracle’s massive order book and clearer guidance present a more compelling forward case than Cadence’s premium-priced promise.
If you own software stocks, you’re likely making a bet on the transformative demand from artificial intelligence
2026-07-02
qz.com
2026-07-02
qz.com
Nvidia $NVDA announced a revenue-sharing program on Wednesday designed to give AI startups, model builders, and enterprises access to its computing infrastructure without requiring them to finance hardware buildouts themselves.
Revenue from both product sales and cloud operations flows back to Nvidia under the arrangement, as AI cloud companies provide Nvidia-powered services to their end custome
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
__fail__
2026-07-02
news.google.com
2026-07-02
Trefis
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Prediction: This Will Be the Next AI Stock to Split (Hint: It's Not Micron or Sandisk)
Micah Zimmerman, The Motley Fool
Thu, July 2, 2026 at 6:20 AM PDT 5 min read
NVDA
+3.92%
MU
+0.71%
SNDK
+3.66%
Explore stocks on Coinbase
Trading disclosure
It seems like everyone wants to talk about Nvidia when the conversation turns to artificial intelligence (AI) infrastructure. Fair enough. But there's a qu
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Outside of electricity and processing power, one of the biggest bottlenecks controlling the pace of the artificial intelligence infrastructure build-out is the amount of memory chips and data storage solutions available. Demand far exceeds supply right now, and that has allowed both Micron Technology (
MU
+0.24%
) and Sandisk (
SNDK
+1.20%
) to thrive.
Each offers different solutions, but both ha