Semiconductor News & Analysis Feed
5307 articles
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Micron (
MU
+1.12%
) just faced the latest litmus test in the AI boom and passed with flying colors, with revenue jumping 346% and earnings per share growing by more than tenfold.
The third-quarter report makes clear that the memory shortage is only getting more severe as Micron's gross margin jumped to 85%, and it reported an operating margin of 80%, meaning it kept 80% of its revenue as before-
2026-06-26
www.gurufocus.com
2026-06-26
GuruFocus
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2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Software/NasdaqGS:SNPS
Synopsys (SNPS) Launches Multiphysics Fusion, Is The Stock Fully Priced?
June 26, 2026
Simply Wall St
Synopsys (SNPS) has just moved its AI driven Multiphysics Fusion platform into customer deployment, tying its electronic design automation tools directly to Ansys analysis at a moment of strong industry focus on advanced chip design.
See our latest analysis f
2026-06-26
www.barrons.com
2026-06-26
Barron's
__fail__
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Micron Stock Slipped on Friday
Rich Smith, The Motley Fool
Fri, June 26, 2026 at 8:14 AM PDT 2 min read
MU
+0.79%
NVDA
+2.63%
Explore stocks on Coinbase
Trading disclosure
The rollercoaster ride that is investing in Micron (NASDAQ: MU) stock took another turn Friday, as shares of the computer memory maker slid 4% through 10:40 a.m. ET.
You can blame OpenAI for that.
Missed Nvidia in 2009? T
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
The rollercoaster ride that is investing in Micron (
MU
+1.12%
) stock took another turn Friday, as shares of the computer memory maker slid 4% through 10:40 a.m. ET.
You can blame OpenAI for that.
Image source: Micron.
Easy come, less easy go
Micron (
MU
+1.12%
) blew past earnings estimates yesterday, setting a new all-time high share price and predicting even more gains in store in Q4. The
2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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2026-06-26
stocktwits.com
2026-06-26
Stocktwits
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2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Stock Emerges as Wall Street’s Top Growth Pick
Ruchi Gupta
June 26, 2026 4 min read
MU
-5.49%
NVDA
-1.39%
AMD
-4.26%
Explore stocks on Coinbase
Trading disclosure
Micron Technology (MU) is a Boise, Idaho-based global memory and storage semiconductor company founded in 1978 in a converted dental office and today is one of only three companies on Earth capable of manufacturing cutting-edge D
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Vishay vs. ON Semiconductor: Which Auto Chip Stock Has More Upside?
Indrajit Bandyopadhyay
Fri, June 26, 2026 at 7:05 AM PDT 5 min read
ON
+6.74%
VSH
-4.44%
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Trading disclosure
Automotive electrification, rising semiconductor content per vehicle, and AI-driven infrastructure spending continue to reshape the semiconductor landscape. These factors are creating significant
2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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2026-06-26
stockstory.org
2026-06-26
StockStory
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2026-06-26
www.barchart.com
2026-06-26
Barchart.com
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) just delivered one of the strongest quarters in its history. As hyperscalers and enterprises continue investing heavily in artificial intelligence (AI) infrastructure, demand for memory chips has surged. At the same time, supply remains constrained across the industry, which is pushing DRAM and NAND pricing high
2026-06-26
www.thestreet.com
2026-06-26
thestreet.com
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2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
Semiconductor stocks retreat over worries about memory costs
Ines Ferré · Senior Business Reporter
Fri, 26 June 2026 at 6:15 am GMT-7 2 min read
MU
+0.79%
SNDK
+10.89%
MRVL
+7.25%
AMD
+7.68%
QCOM
-2.08%
What happened: Semiconductor stocks retreated on Friday. Memory and storage names led the declines, with Micron Technology (MU) and Sandisk (SNDK) stocks dropping more than 6% and Western Digital
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Semiconductor stocks retreat over worries about memory costs
Ines Ferré · Senior Business Reporter
Fri, June 26, 2026 at 6:15 AM PDT 2 min read
MU
+0.79%
SNDK
+10.89%
MRVL
+7.25%
AMD
+7.68%
QCOM
-2.08%
Explore stocks on Coinbase
Trading disclosure
What happened: Semiconductor stocks retreated on Friday. Memory and storage names led the declines, with Micron Technology (MU) and Sandisk (SNDK) stoc
2026-06-26
www.weex.com
2026-06-26
WEEX
The AI memory crisis—driven by shortages in high-bandwidth memory (HBM) for data centers and premium mobile DRAM like LPDDR5X—has flipped the usual smartphone playbook. This article explains how tightening supply impacts Apple Stock versus Samsung, why memory pricing matters to margins, how AI phones and PCs change bill-of-materials (BOM) math, and what scenarios could play out through 2027. You’l
2026-06-26
www.barrons.com
2026-06-26
Barron's
__fail__
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron's Robust Q3 Results Raise Investor Attention on These 3 Stocks
Nalak Das
Fri, June 26, 2026 at 5:44 AM PDT 4 min read
MU
+0.79%
SNDK
+10.89%
STX
-0.36%
WDC
-2.02%
Explore stocks on Coinbase
Trading disclosure
On June 24, Micron Technology Inc. MU posted blockbuster third-quarter fiscal 2026 results, crushing all estimates. Micron has been benefiting tremendously from the enormous applicati