Semiconductor News & Analysis Feed
5271 articles
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%
Explore stocks on Coinbase
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
TradingView
News
/
Zacks
/
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
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%
Explore stocks on Coinbase
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.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
2026-07-02
www.tradingkey.com
2026-07-02
TradingKey
Micron shares recently retraced over 10% from record highs, reflecting a sector-wide memory market reset despite an 855% annual gain. Fiscal Q3 results surpassed expectations with $41.46 billion in revenue, supported by a structural supply-demand imbalance and robust long-term agreements, including a strategic deal with GM. While management anticipates growth through 2027, potential headwinds incl
2026-07-02
tomshardware.com
2026-07-02
Luke James
Meta is reportedly weighing two service models: selling developers access to AI models hosted on its own infrastructure, or selling raw computing capacity.
2026-07-02
news.google.com
2026-07-02
Bloomberg.com
2026-07-02
www.barrons.com
2026-07-02
Barron's
__fail__
2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Semiconductors/NYSE:TSM
Taiwan Semiconductor Manufacturing (TSM) Stock Could Be Undervalued After Arizona Expansion
July 02, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Share
Copy Link
Taiwan Semiconductor Manufacturing stock has delivered a very large 354.7% return over the past 3 years, and the latest valuation checks now point to a company that screens as undervalued on earn
2026-07-02
www.barrons.com
2026-07-02
Barron's
__fail__
2026-07-02
www.thestreet.com
2026-07-02
thestreet.com
__fail__
2026-07-02
www.barrons.com
2026-07-02
Barron's
__fail__
2026-07-02
www.foxbusiness.com
2026-07-02
Fox Business
Maria Bartiromo reports mixed market futures for a holiday-shortened week, with Nasdaq falling due to semiconductor rotation.
Maria Bartiromo presents a market check, noting mixed U.S. futures and Nasdaq's decline, specifically highlighting semiconductor stock performance. White House National Economic Council Director Kevin Hassett predicts significant 4% economic growth for the second half of t
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
QUALCOMM (QCOM) Stock Just Lost Its Place In Several Russell Indices
Bailey Pemberton
Thu, July 2, 2026 at 4:10 AM PDT 4 min read
QCOM
+1.96%
Trade QCOM on Coinbase
Trading disclosure
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
QUALCOMM (NasdaqGS:QCOM) has been removed from multiple Russell growth and value indices.
The inde
2026-07-02
www.axios.com
2026-07-02
Axios
www.axios.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a18059777db21216
Performance and Security by Cloudflare
Privacy
2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
__fail__