Semiconductor News & Analysis Feed
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2026-07-08
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2026-07-08
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MARKET-COMMENTARY
SanDisk Slashed, Micron Mashed; Jobs Day Forecast; And Are You at Your Desk?
Let’s look at the beating taken by memory stocks yesterday, the shot at a September rate cut, jobs day , and how July 4 week used to work for traders.
Stephen Guilfoyle·Jul 2, 2026, 7:55 AM EDT
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2026-07-01
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2026-07-01
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Semi Shocker; Micron, Intel, AMD Hit Home Runs; Warsh Gets to Work
Let’s pop open the hood and look at the market in June and Q2 to zero in on the winners; also, why we must watch the new Fed head closely today.
Stephen Guilfoyle·Jul 1, 2026, 7:55 AM EDT
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2026-06-26
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2026-06-26
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Should U.S. Investors Buy Into a Wall Street Listing for SK Hynix?
The market-share leader in High Bandwidth Memory chips is preparing the largest-ever listing on Wall Street for an Asian company. Is it a buy?
Alex Frew McMillan·Jun 25, 2026, 2:35 PM EDT
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2026-06-25
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2026-06-25
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Micron Report Is Greatest in Recent ‘Memory’. Here’s How I’m Responding
Micron’s quarterly report could be among the best in the history of corporate America. But will we see a Hynix hiccup?
Stephen Guilfoyle·Jun 25, 2026, 10:50 AM EDT
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2026-06-25
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2026-06-25
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Here’s Our New Micron Price Target After It Crushes Earnings Estimates
Not all of the semiconductor manufacturers are looking as good as Micron, however.
Ed Ponsi·Jun 25, 2026, 9:15 AM EDT
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2026-06-25
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2026-06-25
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Let’s Pay a Visit to Micron’s Island
Micron’s earnings beat might just negate the bearish island patten that formed earlier this week. Here’s what to watch for.
Helene Meisler·Jun 25, 2026, 6:00 AM EDT
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2026-06-25
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2026-06-25
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More Reasons to Pay Attention to Micron’s Earnings and Guidance
SK Hynix is teeing up a U.S. IPO, and it stands to benefit these two holdings.
Chris Versace·Jun 24, 2026, 2:45 PM EDT
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2026-06-25
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2026-06-25
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There’s a New Stock on My Radar as We Wait for Micron
A powerful rotation continues.
James "Rev Shark" DePorre·Jun 24, 2026, 12:15 PM EDT
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2026-06-24
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2026-06-24
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Micron Earnings Present a Major Test for the Stock Market
Micron’s stock may be cheap, but it is technically extended, and a perfect quarter may not be good enough.
James "Rev Shark" DePorre·Jun 24, 2026, 8:05 AM EDT
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2026-06-24
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2026-06-24
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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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Micron Hits Price Target: Should We Buy, Sell or Hold?
Here’s how we’re playing Micron after a stunning 850% gain.
Ed Ponsi·Jun 23, 2026, 9:30 AM EDT
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2026-06-22
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2026-06-22
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Marvell Joins the S&P 500 as We Await Micron’s ‘All-Star’ Earnings
Our eyes are on this Portfolio holding when it comes to Micron’s capex comments.
Chris Versace·Jun 22, 2026, 10:57 AM EDT
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2026-06-09
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2026-06-09
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Google Likes Intel. Nvidia Appears to as Well. And So Do I
Here’s how I’m going to handle this tech name as Alphabet and Nvidia reportedly eye INTC as backup to Taiwan Semiconductor.
Stephen Guilfoyle·Jun 9, 2026, 10:55 AM EDT
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2026-06-05
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2026-06-05
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2026-06-03
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2026-06-03
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Marvell Set for Gains After Nvidia CEO’s ‘Trillion Dollar’ Projection
Nvidia CEO Huang believes Marvell Technology is a $1 trillion stock.
Ed Ponsi·Jun 3, 2026, 9:55 AM EDT
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