Semiconductor News & Analysis Feed
2824 articles
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Chamath Palihapitiya Jokes There are 'No Jobs Left' As Nvidia, Corning and Ford Tell a Very Different AI Story: 'Dario Told Me...'
Chamath Palihapitiya Jokes There are 'No Jobs Left' As Nvidia, Corning and Ford Tell a Very Different AI Story: 'Dario Told Me...'
Rishabh Mishra
Sat, July 4, 2026 at 3:34 AM PDT 7 min read
GLW
-0.73%
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Benzinga and Yahoo Fin
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
SK Hynix weighs 0.5% underwriting fee for blockbuster U.S. share sale
Simon Mugo
Fri, July 3, 2026 at 10:13 PM PDT 2 min read
000660.KS
+5.30%
SKHY
BAC
-2.61%
C
-2.40%
GS
-1.28%
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Investing.com -- SK Hynix is considering paying banks underwriting its planned U.S. listing a fee of about 0.5% of the offering proceeds, Bloomberg reported on Saturday, as th
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Micron Earned $24.67 Per Share Last Quarter. Its Dividend Is Still 15 Cents. Something Has to Give.
Daniel Sparks, The Motley Fool
Fri, July 3, 2026 at 8:52 PM PDT 4 min read
MU
+1.11%
NVDA
+3.65%
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Every so often, a company's numbers stop making sense next to its soaring profits. Micron Technology (NASDAQ: MU) is having one of those moments. In its fis
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Micron vs. Intel: Which AI Stock Is the Better Buy?
Marc Guberti, The Motley Fool
Fri, July 3, 2026 at 5:50 PM PDT 5 min read
INTC
-0.14%
MU
+1.11%
NVDA
+3.65%
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Micron Technology (NASDAQ: MU) and Intel (NASDAQ: INTC) have been some of the top-performing stocks of the year. Both stocks are up by more than 200% year to date as AI tailwinds extend their r
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Q1 Earnings Outperformers: Applied Materials (NASDAQ:AMAT) And The Rest Of The Semiconductor Manufacturing Stocks
Kayode Omotosho
Fri, July 3, 2026 at 3:50 PM PDT 4 min read
AMAT
+2.89%
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Q1 Earnings Outperformers: Applied Materials (NASDAQ:AMAT) And The Rest Of The Semiconductor Manufacturing Stocks
Wrapping up Q1 earnings, we look at the numbers and key t
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Nvidia Is Making it Easier for AI Startups to Get Compute Power With a New Cloud and Revenue-Sharing Program
Nvidia Is Making it Easier for AI Startups to Get Compute Power With a New Cloud and Revenue-Sharing Program
Namrata Sen
Fri, July 3, 2026 at 3:31 PM PDT 6 min read
NVDA
+3.65%
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Benzinga and Yahoo Finance LLC may earn commission or revenue on some
2026-07-04
uk.finance.yahoo.com
2026-07-04
Yahoo Finance UK
Unpacking Q1 Earnings: Qualcomm (NASDAQ:QCOM) In The Context Of Other Processors and Graphics Chips Stocks
Adam Hejl
Fri, 3 July 2026 at 1:58 pm GMT-7 5 min read
QCOM
+1.96%
Unpacking Q1 Earnings: Qualcomm (NASDAQ:QCOM) In The Context Of Other Processors and Graphics Chips Stocks
Quarterly earnings results are a good time to check in on a company's progress, especially compared to its peers in th
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Unpacking Q1 Earnings: Qualcomm (NASDAQ:QCOM) In The Context Of Other Processors and Graphics Chips Stocks
Adam Hejl
Fri, July 3, 2026 at 1:58 PM PDT 5 min read
QCOM
+1.96%
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Quarterly earnings results are a good time to check in on a company's progress, especially compared to its peers in the same sector. Today we are looking at Qualcomm (NASDAQ:QCOM) and
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Micron & 2 Profitable Stocks to Buy in July for Explosive Upside
Micron & 2 Profitable Stocks to Buy in July for Explosive Upside · Zacks
Tirthankar Chakraborty
Fri, July 3, 2026 at 12:00 PM PDT 3 min read
MU
+1.11%
CRDO
+4.99%
SNX
+4.14%
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July trading has begun on a mixed note, but it has traditionally been one of the strongest months for U.S. equitie
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Better Artificial Intelligence (AI) Stock: Alphabet vs. Micron Technology (the Winner May Surprise You)
Keithen Drury, The Motley Fool
Fri, July 3, 2026 at 11:51 AM PDT 5 min read
GOOGL
-1.39%
MU
+1.11%
NVDA
+3.65%
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In the artificial intelligence (AI) investing sector, there are several ways to play the trend. You can invest in legacy tech companies li
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Forget Nvidia: This Infrastructure Upstart Is The Real Backdoor AI Winner
Leo Sun, The Motley Fool
Fri, July 3, 2026 at 11:38 AM PDT 3 min read
NVDA
+3.65%
IREN
+8.01%
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Nvidia (NASDAQ: NVDA), the world's largest producer of data center GPUs, is the linchpin of the booming AI market. Most of the world's top AI companies use its GPUs to train their large
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Stocks making big moves this week: IPG Photonics, Micron, CarGurus, Qualcomm, and Qualys
Adam Hejl
Fri, July 3, 2026 at 10:38 AM PDT 2 min read
MU
+1.11%
IPGP
+5.88%
CARG
-2.09%
QCOM
+1.96%
QLYS
-2.55%
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Trading disclosure
Check out the companies making headlines this week:
IPG Photonics (NASDAQ:IPGP): Fiber laser manufacturer IPG Photonics (NASDAQ:IPGP) rose by 5.3% on
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Micron Remains a Buy as AI Memory Demand Surges
Faizan Farooque
Fri, July 3, 2026 at 9:59 AM PDT 1 min read
MU
+1.11%
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Trading disclosure
This article first appeared on GuruFocus.
Micron Technology Inc. (MU, Financials) has been one of the clearest winners of the AI spending boom. The problem for investors now is that almost everyone knows it.
Warning! GuruFocus has detected
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise
Nauman Khan
Fri, July 3, 2026 at 9:58 AM PDT 1 min read
HSBA.L
-2.16%
MU
+1.11%
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Trading disclosure
This article first appeared on GuruFocus.
Micron Technology (NASDAQ:MU) remained in focus after HSBC said the chipmaker's latest quarterly results reinforce that artificial intelligence spending continues to suppor
2026-07-04
au.finance.yahoo.com
2026-07-04
Yahoo Finance Australia
Saylor makes a bold claim about MSTR and it involves Apple and Nvidia
Saylor makes a bold claim about MSTR and it involves Apple and Nvidia · TheStreet
Bibhu Pattnaik
Fri 3 July 2026 at 9:41 am GMT-7 2 min read
MSTR
-3.58%
AAPL
+0.88%
NVDA
+3.65%
Michael Saylor has never been short on confidence when it comes to Strategy's standing in financial markets. His latest post on X took that a step furth
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Here's What a $25,000 Investment in Nvidia Could Be Worth if History Repeats Itself
Bram Berkowitz, The Motley Fool
Fri, July 3, 2026 at 9:25 AM PDT 5 min read
NVDA
+3.65%
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Trading disclosure
The artificial intelligence chip giant Nvidia (NASDAQ: NVDA) has struggled recently and is now down nearly 13% over the past month (as of July 1). After years of an incredible AI rall
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
SK Hynix Stock’s Upcoming U.S. Listing Is a Sign the Memory Trade Could Soon Topple. 2 Ways to Profit from the Pain.
Rob Isbitts
Fri, July 3, 2026 at 9:00 AM PDT 6 min read
000660.KS
+5.30%
BABA
+11.05%
MU
+1.11%
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Trading disclosure
South Korean memory giant SK Hynix is expected to list its American Depositary Receipts (ADRs) in the U.S. under the ticker SKHY. Its debut
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
This Is the Single Most Important Number from Micron's Monster Earnings Report
Adam Spatacco, The Motley Fool
Fri, July 3, 2026 at 8:50 AM PDT 4 min read
MU
+1.11%
NVDA
+3.65%
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Trading disclosure
Last week, the artificial intelligence (AI) community held its breath ahead of Micron Technology's (NASDAQ: MU) fiscal third-quarter earnings call. Both revenue and earnings per
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
3 Reasons Micron Stock Could Soar to $2,000
Sneha Nahata
Fri, July 3, 2026 at 8:30 AM PDT 4 min read
MU
+1.11%
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Trading disclosure
Shares of Micron Technology (MU) have been on an extraordinary run, rising about 800% over the past year. Micron's explosive rally has been driven by soaring artificial intelligence (AI)-led demand for its high-bandwidth memory (HBM) chips and data
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Earnings Preview: What To Expect From Cadence Design’s Report
Subhasree Kar
Fri, July 3, 2026 at 8:17 AM PDT 2 min read
CDNS
+0.81%
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Trading disclosure
Quarterly Report by SkazovD via Shutterstock
With a market cap of $102.9 billion, Cadence Design Systems, Inc. (CDNS) is a leading electronic design automation (EDA) software company that provides software, hardware, and inte