Semiconductor News & Analysis Feed
303 articles
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story
Omor Ibne Ehsan
Thu, June 25, 2026 at 10:15 AM PDT 4 min read
AVGO
-0.62%
MU
+17.14%
NVDA
-2.33%
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Micron trades at 9x forward earnings after 7 straight EPS beats, as Arya argues memory has permanently shifted from cyclical chip to AI essential.
NV
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America’s Vivek Arya thinks the market is still pricing them like the old version. Speaking on CNBC the morning after Micron Technology (NASDAQ:MU | MU Price Prediction) reported, BofA’s senior semiconductor analyst argued that “what we are witnessing is what I would call a structural rather than a cyclical shift in
2026-06-26
apnews.com
2026-06-26
AP News
Specialist Patrick King, left, and trader Dylan Halvorsen work on the floor of the New York Stock Exchange, Thursday, June 25, 2026. (AP Photo/Richard Drew)
NEW YORK (AP) — The U.S. stock market is drifting in mixed trading Thursday after several artificial-intelligence stocks veered back up their roller-coaster ride, while Apple dropped after hiking prices on many of its products.
The S&P 500 r
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Just Locked In $100 Billion in Sales, and Wall Street Thinks the Boom-Bust Chip Cycle Is Dead
Omor Ibne Ehsan
Thu, June 25, 2026 at 9:30 AM PDT 4 min read
MU
+16.13%
NVDA
-1.91%
QCOM
+5.92%
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Micron locked $100 billion in guaranteed sales through 2030 and hit 84% gross margins; Qualcomm raised its non-handset revenue target to $40 bill
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
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2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Intel (NASDAQ:INTC | INTC Price Prediction) is the loudest ticker on Wall Street right now, riding a turnaround narrative powered by NVIDIA’s $5.0 billion equity stake, SoftBank’s $2.0 billion investment, and $8.9 billion in total U.S. Government support.
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But here’s what you should actually be watching: Taiwan Semiconductor Manufacturing (NYSE:TSM).
The Intel Rally Has Outrun the Bu
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Forget Intel: 1 Semiconductor Juggernaut to Buy Hand Over Fist While Turnaround Hype Rules Wall Street
Alex Sirois
Thu, June 25, 2026 at 9:26 AM PDT 3 min read
2330.TW
0.00%
INTC
-1.30%
NVDA
-2.13%
9984.T
+7.90%
TSM
-0.54%
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TSMC dominates AI chip manufacturing with 72% foundry market share, a 46% profit margin, and trades at just 30x forward
2026-06-25
www.bostonherald.com
2026-06-25
Boston Herald
BREAKING NEWS
Longtime Boston TV news meteorologist is leaving after epic run: ‘Legend’
June 25, 2026 at 1:18 pm
BUSINESS
Wall Street drifts in mixed trading after Micron soars and Apple drops
Micron and AI stocks broadly have been under pressure recently because of worries that their profits can’t possibly keep pace with the tremendous rallies for their stock prices.
Options traders David Rush, l
2026-06-25
stocktwits.com
2026-06-25
Stocktwits
stocktwits.com
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2026-06-25
www.ocregister.com
2026-06-25
Orange County Register
BUSINESS
News
Wall Street drifts in mixed trading after Micron soars and Apple drops
Micron and AI stocks broadly have been under pressure recently because of worries that their profits can’t possibly keep pace with the tremendous rallies for their stock prices.
Options traders David Rush, left, and Scott Frinzi work on the floor of the New York Stock Exchange, Tuesday, June 16, 2026. (AP Photo/Ri
2026-06-25
www.fastcompany.com
2026-06-25
Fast Company
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2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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Get the most important global
2026-06-25
digitimes.com
2026-06-25
Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments and a clearer path to shareholder returns.
2026-06-25
www.marketwatch.com
2026-06-25
MarketWatch
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2026-06-25
www.investopedia.com
2026-06-25
Investopedia
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2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Q3 earnings far surpass Wall Street's estimates on the top & bottom lines
Yahoo Finance Video
Wed, June 24, 2026 at 1:21 PM PDT
MU
-0.31%
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Trading disclosure
Micron (MU) reported third quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $25.11 (compared to analyst estimates of $20.49), and revenue came in at $41.46 billion (
2026-06-24
sherwood.news
2026-06-24
Sherwood News
A year ago, Micron’s monthly volumes on Robinhood were about 6% of Nvidia’s. Now, they’re running more than double that of the AI chip leader.
NvidiaNVDA $197.14 (-1.45%) might be the biggest stock in the world.
But for Robinhood’s retail traders, MicronMU $1,003.92 (-4.55%) has become the most important.
The memory chip specialist’s incredible run over the past month has made its shares a magn
2026-06-24
www.fastcompany.com
2026-06-24
Fast Company
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Is NVIDIA (NVDA) One of the Best Big Tech Stocks to Buy According to Wall Street Analysts?
Noor Ul Ain Rehman
Wed, June 24, 2026 at 5:41 AM PDT 2 min read
NVDA
-1.03%
SAAQ.PVT
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Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the best big tech stocks to buy according to Wall Street analysts. Reuters reported on June 11 that, according to a post by Andrews on