Semiconductor News & Analysis Feed
2819 articles
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Micron, Samsung, SK Hynix just dragged memory stocks into a bear market
Jared Blikre
Tue, July 7, 2026 at 8:45 AM PDT 2 min read
MU
+7.27%
005930.KS
+0.18%
000660.KS
+5.30%
DRAM
+5.59%
SNDK
+12.64%
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Trading disclosure
The AI memory trade finally cracked.
Micron (MU), Samsung (005930.KS), SK Hynix (000660.KS), and the Roundhill Memory ETF (DRAM) are all down more than 20
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Nvidia Bears are Blind: 3 Reasons to Ignore Them and Buy Now
Alex Sirois
Tue, July 7, 2026 at 8:31 AM PDT 4 min read
NVDA
-0.12%
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Trading disclosure
Quick Read
NVIDIA's valuation has compressed to roughly 20x forward earnings even as the company delivered 85% year-over-year revenue growth at a 75% gross margin.
NVDA approved $80 billion in new buybacks and raised its divi
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Texas Instruments Stock: Powering AI Beyond The GPU
Trefis Team
Tue, July 7, 2026 at 7:33 AM PDT 4 min read
TXN
+2.90%
NVDA
-0.50%
AVGO
+3.95%
INTC
+2.03%
ADI
+2.34%
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Trading disclosure
Photo by TheDigitalArtist on Pixabay
AI has pushed Texas Instruments (TXN) stock to near all-time highs, with shares surging roughly 70% year to date.
TI makes none of the AI compute chi
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff
David Moadel
Tue, July 7, 2026 at 7:27 AM PDT 4 min read
AMD
+5.64%
INTC
+1.95%
^DJI
+0.37%
AMAT
+5.05%
005930.KS
+0.18%
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Trading disclosure
Quick Read
Samsung's record $58B quarterly profit still triggered a chip selloff, sinking Intel and Applied Materials each 10% and pushing
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Samsung brings memory's bear market into focus: Why SK Hynix's IPO seems ominous
Yahoo Finance Video
Tue, July 7, 2026 at 7:21 AM PDT
MU
+7.78%
005930.KS
+0.18%
SPCX
+2.86%
SNDK
+12.25%
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Trading disclosure
Samsung's (005930.KS) preliminary earnings results are causing volatility in the memory sector, just ahead of SK Hynix's (000660.KS) Friday IPO. Yahoo Finance Markets
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
AI Powering Semiconductor Sales: 4 Stocks to Boost Your Portfolio
AI Powering Semiconductor Sales: 4 Stocks to Boost Your Portfolio · Zacks
Ritujay Ghosh
Tue, July 7, 2026 at 7:19 AM PDT 4 min read
TXN
+3.43%
2330.TW
-2.03%
TSM
+0.46%
ADI
+2.62%
MCHPP
+4.79%
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Trading disclosure
The dream run for the semiconductor industry continues in 2026, with sales multiplying in each
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Prediction: Can Micron Keep Riding the AI Boom?
Vandita Jadeja
Tue, July 7, 2026 at 7:15 AM PDT 4 min read
MU
+7.24%
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Trading disclosure
Quick Read
MU surged 242% year to date on AI memory demand, but Michael Burry shorted at $1,051 calling it AI hype, sending shares down nearly 20% in a week.
Reaching $1,500 by 2027 requires a 54% gain but only a 23x forward P/E on $65 EPS,
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Phillip Securities Raises Price Target For Micron Technology (MU)
Muhammad Ali Khalid
Tue, July 7, 2026 at 7:15 AM PDT 2 min read
MU
+7.75%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc. (NASDAQ:MU) is one of the top 10 AI stocks that will skyrocket.
On June 29, Phillip Securities substantially increased its target price for the stock from $530 to $1,870, which now yields more th
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Here is Why Synopsys Inc. (SNPS) is Amongst the Top 10 AI Stocks That Will Skyrocket
Muhammad Ali Khalid
Tue, July 7, 2026 at 7:15 AM PDT 2 min read
SNPS
+1.14%
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Trading disclosure
Synopsys Inc. (NASDAQ:SNPS) is one of the top 10 AI stocks that will skyrocket.
On June 17, Synopsys Inc. (NASDAQ:SNPS) revealed the launch of its first Multiphysics Fusion solutions, which brin
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Nvidia Corp. (NVDA) Announces a Profit-Sharing Program For Its Computing Framework Access
Muhammad Ali Khalid
Tue, July 7, 2026 at 7:15 AM PDT 2 min read
NVDA
-0.45%
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Trading disclosure
NVIDIA Corp. (NASDAQ:NVDA) is one of the top 10 AI stocks that will skyrocket.
On July 1, Nvidia Corp. (NASDAQ:NVDA) disclosed a profit-sharing program developed to give model builders, AI
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Can Micron Technology Become the New Nvidia?
Keithen Drury, The Motley Fool
Tue, July 7, 2026 at 6:50 AM PDT 5 min read
MU
+8.06%
NVDA
-0.37%
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Trading disclosure
Micron Technology (NASDAQ: MU) has had a phenomenal 2026 so far, rising around 240%, though it was up around 300% until a few days ago before artificial intelligence (AI)-centric stocks started to sell off. Rega
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Micron, SanDisk, and Western Digital Sink 7% as Samsung Earnings Spark a Memory Selloff
David Moadel
Tue, July 7, 2026 at 6:41 AM PDT 4 min read
MU
+6.10%
SNDK
+10.31%
005930.KS
+0.18%
WDC
+5.65%
STX
+5.08%
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Trading disclosure
Quick Read
Samsung's record $58B operating profit sparked profit-taking that sent Micron and SanDisk each down 7%, despite their 245% and 635% YTD
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Nvidia shares edge lower after report says DeepSeek is developing an in-house AI chip (NVDA)
Fiona Craig
Tue, July 7, 2026 at 6:10 AM PDT 2 min read
NVDA
-0.38%
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Trading disclosure
Nvidia circuit board ©Adobe Stock Images
Report points to DeepSeek's custom chip ambitions
Nvidia (NASDAQ:NVDA) shares fell 1.6% in premarket trading on Tuesday after a Reuters report said Chine
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Certara teams up with Nvidia to strengthen AI platform with BioNeMo toolkit (CERT)
Fiona Craig
Tue, July 7, 2026 at 5:54 AM PDT 1 min read
CERT
+2.68%
NVDA
-0.34%
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Trading disclosure
Researcher looking through microscope ©Adobe Stock Images
Partnership expands AI capabilities for drug development
Certara, Inc. (NASDAQ:CERT) has announced a collaboration with Nvidia (NASD
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Trust Stamp joins the European Union Semiconductor Initiative (IPCEI AST) with the Support of Malta Enterprise
Trust Stamp
Tue, July 7, 2026 at 5:30 AM PDT 4 min read
IDAI
+2.83%
Trust Stamp
ATLANTA, GA, July 07, 2026 (GLOBE NEWSWIRE) -- Trust Stamp (Nasdaq: IDAI), today announced that its Maltese sub
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
SK hynix (KOSE:A000660) Weighs New Share Issue As Undervalued Narrative Holds
Simply Wall St
Tue, July 7, 2026 at 5:15 AM PDT 3 min read
000660.KS
+5.30%
A000660
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
SK hynix (KOSE:A000660) is back in focus after the company's board met on June 24 to consider is
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Onsemi to sell two chipmaking plants to cut costs
Illustration shows Onsemi logo · Reuters
Reuters
Tue, July 7, 2026 at 5:08 AM PDT 1 min read
ON
+9.07%
2441.TW
+4.71%
SILEX.ST
+8.67%
Trade ON on Coinbase
Trading disclosure
July 7 (Reuters) - Chipmaker Onsemi on Tuesday said it will sell two manufacturing facilities as part of broader push to cut costs and boost profit margins.
Shares of the c
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
SK Hynix’s $29 Billion Listing Puts the Memory Supercycle to the Test
Danielle Liverance
Tue, July 7, 2026 at 4:28 AM PDT 5 min read
MU
+6.95%
000660.KS
+5.30%
005930.KS
+0.18%
WDC
+6.72%
NVDA
-0.15%
Explore stocks on Coinbase
Trading disclosure
Quick Read
SK Hynix targets US retail liquidity with its $29B ADR, trading at 6x forward earnings versus Micron (MU) at 7x, a deliberate valuation arbitr
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance