Semiconductor News & Analysis Feed
6965 articles
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Missed NVIDIA's 900% Run? Micron Could Be AI's Next Big Winner
Tirthankar Chakraborty
Thu, June 25, 2026 at 12:00 PM PDT 3 min read
MU
+15.81%
NVDA
-1.59%
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With the advent of artificial intelligence (AI), NVIDIA Corporation's NVDA shares have soared 902.3% over the past five-year period, pushing the company's market capitalization above $4 trillion, an
2026-06-26
www.actionnewsjax.com
2026-06-26
Action News Jax
Apple on Thursday announced an increase in prices for Macs and iPads, citing a memory chip shortage brought on by the artificial intelligence boom.
The Cupertino, California-based company called the demand spike an “unprecedented challenge” for the consumer electronics industry.
“The rapid expansion of AI data centers has created an extraordinary surge in demand for memory and storage. We have n
2026-06-26
tradersunion.com
2026-06-26
Traders Union
Texas Instruments (TXN) stock is trading at $312.98, reflecting a daily gain of 3.25%. The price is positioned above its key moving averages, highlighting notable strength relative to recent trend levels.
Guyasuta Investment Advisors Inc. has reduced its holdings in Texas Instruments by 19.9% during the first quarter, which may indicate portfolio rebalancing or a changed view on TXN, according to
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Micron Technology (
MU
+15.36%
) had a very good day on Thursday. Apple (
AAPL
5.74%
) did not. Those two facts may sound unrelated, but one move inspired the other quite directly. And they pulled the major market indexes in opposite directions today.
Micron surged 16% on Thursday after reporting blowout earnings, but the memory chipmaker's gain came at a cost for many other tech stocks. Micron s
2026-06-26
pro.thestreet.com
2026-06-26
TheStreet Pro
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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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2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
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Micron And SK hynix: The End Of Harsh Cyclicality May Be In Sight
Jun 25, 2026, 2:33 PM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA StockMETA, META:CA, ZMET:CA
, SKHY, DRAM
Ricardo Fernandez
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Summary
Micron Technology, Inc. delivered another earnings beat and raised guidance, signaling robust AI
2026-06-26
tomshardware.com
2026-06-26
Bruno Ferreira
Microsoft increases Xbox Series console prices for the third time in two years — $100-$150 upswings on every model except the now-dead 2 TB version
2026-06-26
www.tradingkey.com
2026-06-26
TradingKey
Texas Instruments Inc (TXN) moved up by 3.53%. The Technology Equipment sector is up by 1.62%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 17.98%; SanDisk Corporation (SNDK) up 20.50%; NVIDIA Corp (NVDA) down 2.14%.
Texas Instruments experienced notable upward movement accompanied by significant intraday volatility, driven primarily
2026-06-26
www.foxbusiness.com
2026-06-26
Fox Business
President of Sarge986 LLC Stephen Guilfoyle discusses Micron's earnings outlook and his strategy for holding the stock on 'Making Money.'
©2026 FOX News Network, LLC. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed. All market data delayed 20 minutes.
2026-06-26
www.newswire.com
2026-06-26
Newswire.com
Vadzo Imaging Explains AR0234 vs AR0235: How to Choose the Right 2MP Global Shutter USB Camera for Speed-Critical Applications
PRESS RELEASE • JUN 25, 2026 18:00 UTC
2MP global shutter imaging at up to 120fps forms the common baseline for both the Onsemi AR0234 and the Onsemi AR0235 HyperLux SG, with the AR0234 delivering a 1/2.6-inch optical format at 3.0 µm pixel pitch and the AR0235 delivering
2026-06-26
timesofindia.indiatimes.com
2026-06-26
The Times of India
The TOI Business Desk is a vigilant and dedicated team of journalists committed to delivering the latest and most relevant business news from around the world to readers of The Times of India. The primary focus of the TOI Business Desk is to keep a watchful eye on the global business landscape, covering a wide spectrum of industries, markets, economic trends, in-depth analysis, exclusive reports a
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
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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Quick Read
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
www.techtimes.com
2026-06-26
Tech Times
By Allen Lee
Published: Jun 25 2026, 1:09 PM EDT
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A man walks past the logo of Samsung Electronics displayed at the company's Seocho building in Seoul on April 7, 2026. JUNG YEON-JE/AFP VIA GETTY IMAGES
Samsung Electronics has put hard numbers behind a packaging bet it is making for next-genera
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
tomshardware.com
2026-06-26
Jake Roach
Scalpers are trying to capitalize on the release of the Ryzen 7 5800X3D 10th Anniversary Edition, asking nearly double the CPU's suggested retail price.
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Strong Earnings Demonstrate Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Key Role in The AI-Capex Cycle
Soumya Eswaran
Thu, June 25, 2026 at 9:55 AM PDT 3 min read
2330.TW
0.00%
TSM
-0.32%
Trade TSM on Coinbase
Trading disclosure
Janus Henderson Investors, an investment management company, released its first-quarter 2026 investor letter for the "Global Sustainable Equity Fund". A co
2026-06-26
fortune.com
2026-06-26
Fortune
Micron’s blowout quarter wasn’t just a beat. It was a restructuring of how Wall Street will price memory — and maybe all of semiconductors — for years to come.
The bears had been sharpening their claws all week.
Korean semiconductor stocks had wobbled. Chatter about AI demand peaking was growing louder in the corridors of hedge funds and on trading desks from Midtown Manhattan to Tokyo’s Marunou
2026-06-25
linuxiac.com
2026-06-25
Linuxiac
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QSOE 0.1 DEBUTS AS A QNX-INSPIRED OPEN-SOURCE OS FOR RISC-V
QSOE 0.1 Debuts as a QNX-Inspired Open-Source OS for RISC-V
The first QSOE release delivers a QNX-inspired open-source OS with shared userspace across two microkernel variants for 64-bit RISC-V hardware.
ByBobby BorisovOnJune 25, 2026
QSOE 0.1 has been released as the first public version of a new QNX-insp
2026-06-25
futurumgroup.com
2026-06-25
The Futurum Group
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