Semiconductor News & Analysis Feed
5267 articles
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
Micron Technology (
MU
+1.24%
) stock has rocketed more than 755% in the past year. Memory chips are now one of the biggest, if not the biggest, bottlenecks in the artificial intelligence (AI) build-out. This has boosted memory prices and sent Micron's earnings soaring.
The stock's forward earnings multiple of 14 is expensive relative to Micron's historical trading range, where it usually trades
2026-07-04
www.chartmill.com
2026-07-04
ChartMill
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QUALCOMM INC (NASDAQ:QCOM) Earns Top Spot on Best Dividend Stocks Screener
By Mill Chart – Last update: Jul 4, 2026
Quotes Stocks Mentioned
Article Mentions:
QCOM
(186.56 ▲ 1.96%)
QUALCOMM INC (NASDAQ:QCOM) has been flagged by our "Best Dividend Stocks" screener, a tool designed to cut through the noise and identify companies that offer an attractive balance of
2026-07-04
seekingalpha.com
2026-07-04
Seeking Alpha
__fail__
2026-07-04
global.morningstar.com
2026-07-04
Morningstar
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2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Baer Investment Advisory LLC Has $2.14 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Baer Investment Advisory LLC boosted its Taiwan Semiconductor Manufacturing stake by 833.1% in Q1, ending with 6,345 shares valued at about $2.14 million.
Wall Street sentiment remains constructive on T
2026-07-04
www.tradingview.com
2026-07-04
TradingView
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Can Micron Stock Really Hit $2,000? Here's What Wall Street Thinks
Can Micron Stock Really Hit $2,000? Here's What Wall Street Thinks
Less than 1 min read
MU
+1.11%
Three factors could support further gains in Micron Technology
MU
, according to analysts, including sustained AI-driven memory demand, long-term customer agreements and a valuation that some on Wall Street still v
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
NVIDIA (NASDAQ:NVDA) Stock Rating Lowered by Wall Street Zen
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Wall Street Zen downgraded NVIDIA from a “strong-buy” to a “buy,” even though the broader analyst view remains constructive with a consensus rating of “Buy” and a consensus price target of $303.84.
NVIDIA continues to post strong operating results, including
2026-07-04
news.google.com
2026-07-04
Intellectia AI
2026-07-04
news.google.com
2026-07-04
NAI500
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron and Intel are benefitting from long-term AI tailwinds.
Intel's AI chips, Foundry service, and CPUs are all gaining momentum and can scale quickly in the future.
Micron delivers explosive revenue growth rates right now thanks to its memory chips and looks like the better pick.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) and Intel(NASDAQ: IN
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron and Intel are benefitting from long-term AI tailwinds.
Intel's AI chips, Foundry service, and CPUs are all gaining momentum and can scale quickly in the future.
Micron delivers explosive revenue growth rates right now thanks to its memory chips and looks like the better pick.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) and Intel(NASDAQ: IN
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron and Intel are benefitting from long-term AI tailwinds.
Intel's AI chips, Foundry service, and CPUs are all gaining momentum and can scale quickly in the future.
Micron delivers explosive revenue growth rates right now thanks to its memory chips and looks like the better pick.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) and Intel(NASDAQ: IN
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Micron vs. Intel: Which AI Stock Is the Better Buy?
Marc Guberti, The Motley Fool
Fri, July 3, 2026 at 5:50 PM PDT 5 min read
INTC
-0.14%
MU
+1.11%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
Micron Technology (NASDAQ: MU) and Intel (NASDAQ: INTC) have been some of the top-performing stocks of the year. Both stocks are up by more than 200% year to date as AI tailwinds extend their r
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
Micron Technology (
MU
+1.24%
) and Intel (
INTC
0.14%
) have been some of the top-performing stocks of the year. Both stocks are up by more than 200% year to date as AI tailwinds extend their rallies. Micron specializes in memory chips, while Intel's AI products have excited investors.
Here's what investors should know when comparing both stocks.
Image source: Getty Images.
Intel's CPUs, Found
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Q1 Earnings Outperformers: Applied Materials (NASDAQ:AMAT) And The Rest Of The Semiconductor Manufacturing Stocks
Kayode Omotosho
Fri, July 3, 2026 at 3:50 PM PDT 4 min read
AMAT
+2.89%
Trade AMAT on Coinbase
Trading disclosure
Q1 Earnings Outperformers: Applied Materials (NASDAQ:AMAT) And The Rest Of The Semiconductor Manufacturing Stocks
Wrapping up Q1 earnings, we look at the numbers and key t
2026-07-04
simplywall.st
2026-07-04
simplywall.st
United States/Auto/NYSE:GM
General Motors (GM) Following Micron Deal Is The Stock Fully Valued
July 04, 2026
Simply Wall St
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General Motors (GM) just signed a long term customer agreement with Micron Technology for automotive memory and storage, securing chip supply that underpins GM’s software heavy vehicle platforms and ongoing manufacturing plans.
See our latest analysis for Ge
2026-07-04
www.tradingview.com
2026-07-04
TradingView
News
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GuruFocus
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Can Micron Stock Really Hit $2,000?
Can Micron Stock Really Hit $2,000?
Less than 1 min read
MU
+1.11%
Three factors could support further gains in Micron Technology
MU
, according to analysts, including sustained AI-driven memory demand, long-term customer agreements and a valuation that some on Wall Street still views as attractive despite the stock's recent rally.
Micron c
2026-07-04
uk.finance.yahoo.com
2026-07-04
Yahoo Finance UK
Unpacking Q1 Earnings: Qualcomm (NASDAQ:QCOM) In The Context Of Other Processors and Graphics Chips Stocks
Adam Hejl
Fri, 3 July 2026 at 1:58 pm GMT-7 5 min read
QCOM
+1.96%
Unpacking Q1 Earnings: Qualcomm (NASDAQ:QCOM) In The Context Of Other Processors and Graphics Chips Stocks
Quarterly earnings results are a good time to check in on a company's progress, especially compared to its peers in th
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Unpacking Q1 Earnings: Qualcomm (NASDAQ:QCOM) In The Context Of Other Processors and Graphics Chips Stocks
Adam Hejl
Fri, July 3, 2026 at 1:58 PM PDT 5 min read
QCOM
+1.96%
Trade QCOM on Coinbase
Trading disclosure
Quarterly earnings results are a good time to check in on a company's progress, especially compared to its peers in the same sector. Today we are looking at Qualcomm (NASDAQ:QCOM) and
2026-07-04
simplywall.st
2026-07-04
simplywall.st
United States/Semiconductors/NYSE:TSM
Is Taiwan Semiconductor Manufacturing (TSM) Fully Valued Following The Chip Stock Selloff?
July 04, 2026
Simply Wall St
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Broad selling in Asian semiconductor stocks pulled Taiwan Semiconductor Manufacturing (NYSE:TSM) lower, even as the company remains central to global chip supply and is heavily exposed to swings in macro sentiment and sector