Semiconductor News & Analysis Feed
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2026-06-23
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2026-06-23
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2026-06-23
Yahoo Finance
Why Micron (MU) Stock Is Up Today
Petr Huřťák
Mon, June 22, 2026 at 3:11 PM PDT 4 min read
MU
-13.18%
WDC
-8.45%
SNDK
-13.64%
005930.KS
+3.71%
000660.KS
-2.11%
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What Happened?
Shares of memory chips maker Micron (NASDAQ:MU) jumped 4.8% in the afternoon session after two more major Wall Street price target upgrades arrived ahead of its fiscal Q3 earning
2026-06-23
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2026-06-23
Stock Titan
2026-06-23
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2026-06-23
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2026-06-23
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2026-06-23
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2026-06-23
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron stock surges to new high amid AI memory trade boom, Anthropic deal
Ines Ferré · Senior Business Reporter
Updated Mon, June 22, 2026 at 1:54 PM PDT 1 min read
MU
-13.18%
ANTH.PVT
SNDK
-13.64%
WDC
-8.45%
000660.KS
-12.47%
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What happened: Micron Technology (MU) stock surged 6% to close at a fresh record on Monday ahead of the memory chipmaker's hig
2026-06-23
www.tastylive.com
2026-06-23
tastylive
Micron stock has surged over 756% in the past year, making MU one of the best-performing large-cap stocks of 2026, fueled entirely by insatiable AI infrastructure demand for its memory chips.
Both Micron and SK Hynix have reported their entire 2026 HBM production is completely sold out, driven by the explosive memory requirements of next-generation AI accelerators like Nvidia's Blackwell B200 GPU
2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NYSE:TSM
Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Could Be 15.5% Overvalued After Its Strong Run
June 23, 2026
Simply Wall St
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Taiwan Semiconductor Manufacturing (NYSE:TSM) is drawing fresh attention after recent performance data highlighted sizeable 1 year and multi year total returns, prompting investors to reassess what the current share p
2026-06-23
www.cnbc.com
2026-06-23
CNBC
Shares of Nvidia have been faltering recently — and Kalshi traders predict that what the company can charge for chips is also declining.
While the artificial intelligence chipmaker is up about 12% in 2026, shares have been skidding in the past month, losing roughly 3%. In comparison, the VanEck Semiconductor ETF (SMH)
is up 84% this year, and the fund has advanced 15% in the past month.
Nvidia
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Should You Buy, Hold, or Sell Micron Stock Ahead of Q3 Earnings?
Tirthankar Chakraborty
Mon, June 22, 2026 at 12:00 PM PDT 3 min read
MU
-13.18%
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As Micron Technology, Inc. MU prepares to unveil its fiscal third-quarter 2026 results after the market close on June 24, investors will get a valuable insight into the trends in the memory market and the artificia
2026-06-23
www.zacks.com
2026-06-23
Zacks Investment Research
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2026-06-23
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Chase the Surge in Micron (MU) Stock as Its Q3 Results Approach?
Chase the Surge in Micron (MU) Stock as Its Q3 Results Approach?
3 min read
MU
−13.18%
Micron Technology MU) has been one of the elite performers in the semiconductor space over the past year, fueled by surging demand for artificial intelligence (AI) infrastructure and high-bandwidth memory (HBM) products.
With the m
2026-06-23
news.google.com
2026-06-23
CNBC
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
Four billionaire portfolio managers who almost never end up on the same side of a trade quietly converged on Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction).
Video Muted
Chase Coleman’s Tiger Global added 49.38% to its Taiwan Semiconductor position. That lifted it to the fund’s fourth-largest holding at $1.04 billion. David Tepper boosted his stake alongside other chip names
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Forget Nvidia: Four Billionaires Who Rarely Agree on Anything Hold the Same Overlooked Chip Stock
Omor Ibne Ehsan
Mon, June 22, 2026 at 10:35 AM PDT 4 min read
2330.TW
-0.80%
NVDA
-4.13%
AVGO
-3.06%
AMD
-5.76%
TSM
-6.69%
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Chase Coleman lifted Tiger Global's TSM stake 49% to $1.04 billion, while Druckenmiller, Tepper, and Loeb all added posit
2026-06-23
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2026-06-23
StockStory
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2026-06-23
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2026-06-23
Zacks Investment Research
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