Semiconductor News & Analysis Feed
5267 articles
2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
Michael Burry, the Scion Asset Management founder popularized in The Big Short, disclosed a new short position against Micron Technology (NASDAQ:MU | MU Price Prediction) in a Substack post dated July 2. Burry stated that the puts “seemed expensive,” so he shorted the stock directly and would add puts if volatility eases. He identified his disclosed entry at $1,051.87 per share.
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The
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks
David Moadel
Fri, July 3, 2026 at 7:18 AM PDT 4 min read
MU
+1.11%
NVDA
+3.65%
SOXX
+1.87%
AMAT
+2.89%
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Trading disclosure
Quick Read
Burry shorted Micron and NVIDIA, betting on a 30% chip correction as Micron's 242% YTD rally reaches its most extreme technical extensio
2026-07-03
invezz.com
2026-07-03
Invezz
Michael Burry shorts Micron stock, warns AI chip rally has gone too far
Stock market
Author
Ananthu C U
03 Jul 2026, 14:31 PM
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Michael Burry shorted Micron, citing AI hype and valuation concerns.
Burry expanded chip shorts while adding to five existing long positions.
Micron fell further as Burry warned the AI chip rally may reverse.
Investor Michael Burry, best
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Applied Materials Stock Remains Attractive as Growth Accelerates
Faisal Humayun Khan
Fri, July 3, 2026 at 6:00 AM PDT 3 min read
AMAT
+2.89%
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Trading disclosure
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) stock has delivered stellar returns of 211% in the last 52 weeks. This rally has been supported by structural tailwinds for
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Key Points
Micron stock saw gains in June connected to its fiscal Q3 report.
The company posted quarterly results that crushed Wall Street's expectations, and it also issued strong guidance.
Micron stock has pulled back from the lifetime high it reached last month.
10 stocks we like better than Micron Technology ›
Micron(NASDAQ: MU) booked another month of monster gains in June, rising 18.9%
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Key Points
Micron stock saw gains in June connected to its fiscal Q3 report.
The company posted quarterly results that crushed Wall Street's expectations, and it also issued strong guidance.
Micron stock has pulled back from the lifetime high it reached last month.
10 stocks we like better than Micron Technology ›
Micron(NASDAQ: MU) booked another month of monster gains in June, rising 18.9%
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Why Micron Stock Skyrocketed Last Month But Is Plummeting in July
Keith Noonan, The Motley Fool
Fri, July 3, 2026 at 4:46 AM PDT 4 min read
MU
+1.11%
^GSPC
-0.28%
NVDA
+3.65%
^IXIC
+0.20%
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Trading disclosure
Micron (NASDAQ: MU) booked another month of monster gains in June, rising 18.9% across the month. Meanwhile, the S&P 500 fell roughly 1.1%%, and the Nasdaq Composite
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Micron
(
MU
5.68%
)
booked another month of monster gains in June, rising 18.9% across the month. Meanwhile, the
S&P 500
fell roughly 1.1%%, and the
Nasdaq Composite
declined 2.8%.
Micron stock saw big gains in the lead-up to its quarterly report on June 24 amid strong demand indicators for the
artificial intelligence
(AI) memory chip market, and the company's blowout results for the third quarter
2026-07-03
www.marketwatch.com
2026-07-03
MarketWatch
__fail__
2026-07-03
www.barrons.com
2026-07-03
Barron's
__fail__
2026-07-03
news.google.com
2026-07-03
CoinDesk
2026-07-03
www.chaincatcher.com
2026-07-03
链捕手ChainCatcher
Anthropic is developing its own chips and, like Musk, has chosen Samsung over TSMC.
The Information cites three informed sources stating that Anthropic has initiated early work on self-developed AI chips and is discussing with Samsung to manufacture the chips using the latter's advanced 2nm process and packaging technology.
The aforementioned sources said that Anthropic is also determining the c
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Key Points
Nvidia expects huge growth in the AI data center market over the next few years.
Rivals and its own biggest customers are designing AI chips to compete with Nvidia's offerings.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) is the world's largest company by market cap, and many investors are a bit worried that its stock may have reached a point where it can't grow fast
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Nvidia Believes Artificial Intelligence (AI) Capex Will Reach $3 Trillion to $4 Trillion by 2030. Here's Where Its Stock Price Could Go If It's Right.
Keithen Drury, The Motley Fool
Fri, July 3, 2026 at 2:57 AM PDT 4 min read
NVDA
+3.65%
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Trading disclosure
Nvidia (NASDAQ: NVDA) is the world's largest company by market cap, and many investors are a bit worried that its sto
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Nvidia (
NVDA
+3.74%
) is the world's largest company by market cap, and many investors are a bit worried that its stock may have reached a point where it can't grow fast for much longer. I think that's just not true, and expect that several tailwinds will push the stock to new heights over the next few years.
The biggest of those tailwinds is the tech sector's soaring spending on the data center
2026-07-03
www.barrons.com
2026-07-03
Barron's
__fail__
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Pzena Investment Management LLC Cuts Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pzena Investment Management cut its Taiwan Semiconductor Manufacturing stake by 27.9% in the first quarter, selling 7,356 shares and leaving it with 18,986 shares valued at about $6.4 million.
TSMC raised its qua
2026-07-03
intellectia.ai
2026-07-03
Intellectia AI
The semiconductor industry is experiencing one of its most significant rallies in decades, driven by the explosive growth of artificial intelligence infrastructure spending. In July 2026, AI chip stocks have added a combined $2 trillion in market value, with the Philadelphia Semiconductor Index surging over 47% year-to-date. NVIDIA continues to dominate with an estimated 70-80% market share in AI
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
There are currently seven companies with market caps of $2 trillion or more, but the accelerating demand for semiconductors is pushing new candidates to the fore. One prime example is Micron Technology (
MU
+1.11%
) -- and I'm convinced that the ongoing adoption of artificial intelligence (AI) will send this chip specialist to new heights. Micron is one of the world's leading providers of memory a
2026-07-03
www.twelfthmagpie.com
2026-07-03
The Twelfth Magpie
Home » Investing Articles » Should I buy SK Hynix stock for my ISA when it lands on the Nasdaq on 10 July?
SHOULD I BUY SK HYNIX STOCK FOR MY ISA WHEN IT LANDS ON THE NASDAQ ON 10 JULY?
South Korean chip powerhouse SK Hynix is shortly about to list ADRs on the Nasdaq. This means investors will have another way to play the memory boom.
Posted by
Edward Sheldon, CFA
❯
Published 3 July, 8:14 am BST