Semiconductor News & Analysis Feed
2829 articles
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Nvidia Believes Artificial Intelligence (AI) Capex Will Reach $3 Trillion to $4 Trillion by 2030. Here's Where Its Stock Price Could Go If It's Right.
Keithen Drury, The Motley Fool
Fri, July 3, 2026 at 2:57 AM PDT 4 min read
NVDA
+3.65%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) is the world's largest company by market cap, and many investors are a bit worried that its sto
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Jim Cramer Explains Why You Need to Own NVIDIA Now
Syeda Seirut Javed
Fri, July 3, 2026 at 10:44 AM PDT 2 min read
NVDA
+3.65%
TSLA
-2.19%
AVGO
+4.83%
Explore stocks on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) was among the stocks on Jim Cramer's Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Discussing stocks that have declined in th
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Jim Cramer’s Latest Thoughts on Micron (MU)
Syeda Seirut Javed
Fri, July 3, 2026 at 11:01 AM PDT 2 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) was among the stocks on Jim Cramer's Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer highlighted the company's "blowout quarter," as he stated:
We need to
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
General Motors (GM) Secures Micron Deal For Future Software Defined Vehicles
Bailey Pemberton
Fri, July 3, 2026 at 1:13 AM PDT 3 min read
GM
+0.28%
MU
+1.11%
Explore stocks on Coinbase
Trading disclosure
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
General Motors (NYSE:G
2026-07-03
uk.finance.yahoo.com
2026-07-03
Yahoo Finance UK
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
Jabin Bastian
Thu, 2 July 2026 at 8:00 pm GMT-7 4 min read
MCHPP
+1.95%
ON
+2.95%
SWKS
-2.13%
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
Jabin Bastian
Thu, July 2, 2026 at 8:00 PM PDT 4 min read
MCHPP
+1.95%
ON
+2.95%
SWKS
-2.13%
Explore stocks on Coinbase
Trading disclosure
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
The br
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
AI Memory and Storage Glut Fears Loom as SanDisk, Micron, Seagate All Plunge
Darryn Pollock
Thu, July 2, 2026 at 7:58 PM PDT 2 min read
SNDK
+6.77%
MU
+1.11%
STX
+3.91%
META
-2.02%
005930.KS
-6.25%
Explore stocks on Coinbase
Trading disclosure
Over the last 24 hours, SanDisk shares sank 14.13%, Seagate dropped 10.38%, and Micron fell 5.49% as investors priced in a looming memory supply glut.
The
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Applied Materials, Semtech, and Nova Stocks Trade Down, What You Need To Know
Jabin Bastian
Thu, July 2, 2026 at 7:36 PM PDT 3 min read
META
-2.02%
AMAT
+2.89%
SMTC
+1.93%
NVMI
+1.25%
Explore stocks on Coinbase
Trading disclosure
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
The bro
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Western Digital, MACOM, and Lattice Semiconductor Shares Are Falling, What You Need To Know
Radek Strnad
Thu, July 2, 2026 at 7:28 PM PDT 4 min read
META
-2.02%
WDC
+3.42%
LSCC
+1.44%
MTSI
+0.13%
Explore stocks on Coinbase
Trading disclosure
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooli
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
ON Semiconductor (ON) Stock Faces Investor Investigation After Synaptics Deal
Bailey Pemberton
Thu, July 2, 2026 at 7:10 PM PDT 4 min read
ON
+2.95%
SYNA
+3.35%
Explore stocks on Coinbase
Trading disclosure
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Pomerantz LLP has opened an investor investigatio
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Why Qualcomm (QCOM) Shares Are Trading Lower Today
Jabin Bastian
Thu, July 2, 2026 at 6:16 PM PDT 2 min read
QCOM
+1.96%
SPCX
-0.78%
Explore stocks on Coinbase
Trading disclosure
Why Qualcomm (QCOM) Shares Are Trading Lower Today
What Happened?
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) fell 4.5% in the afternoon session after Elon Musk denied reports that SpaceX was developing an AI dev
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Why Micron (MU) Stock Is Falling Today
Anthony Lee
Thu, July 2, 2026 at 5:36 PM PDT 4 min read
MU
+1.11%
000660.KS
-5.68%
005930.KS
-6.25%
Trade MU on Coinbase
Trading disclosure
What Happened?
Shares of memory chips maker Micron (NASDAQ:MU) fell 6.9% in the afternoon session after a class-action lawsuit, significant insider selling, and a broader sector-wide selloff prompted investors to take pr
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Amdocs, (DOX), 1Finity, Supermicro (SMCI) Validate AI-RAN Blueprint with NVIDIA (NVDA) Infrastructure
Maham Fatima
Thu, July 2, 2026 at 3:12 PM PDT 1 min read
DOX
-1.82%
Trade Amdocs on Coinbase
Trading disclosure
Amdocs Limited (NASDAQ:DOX) is one of the cheap stocks that are about to explode. On June 23, Amdocs, 1Finity, and Supermicro (NASDAQ:SMCI) validated an AI-RAN blueprint using NVIDIA-ac
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
ON Semiconductor Corp. (ON) Stock Moves -3.60%: What You Should Know
ON Semiconductor Corp. (ON) Stock Moves -3.60%: What You Should Know · Zacks
Zacks Equity Research
Thu, July 2, 2026 at 3:00 PM PDT 3 min read
ON
+2.95%
Trade ON on Coinbase
Trading disclosure
ON Semiconductor Corp. (ON) closed at $91.22 in the latest trading session, marking a -3.6% move from the prior day. On the other hand, t
2026-07-03
sg.finance.yahoo.com
2026-07-03
Yahoo Finance Singapore
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
ASML (ASML) Stock Moves -3.97%: What You Should Know
ASML (ASML) Stock Moves -3.97%: What You Should Know · Zacks
Zacks Equity Research
Thu, July 2, 2026 at 2:45 PM PDT 3 min read
ASML.AS
+1.27%
^DJI
-1.09%
^GSPC
-0.28%
ASML
+1.22%
Trade ASML on Coinbase
Trading disclosure
ASML (ASML) ended the recent trading session at $1,769.89, demonstrating a -3.97% change from the preceding day's closing pri
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Nvidia (NVDA) Stock Moves -1.39%: What You Should Know
Nvidia (NVDA) Stock Moves -1.39%: What You Should Know · Zacks
Zacks Equity Research
Thu, July 2, 2026 at 2:45 PM PDT 3 min read
NVDA
+3.65%
^DJI
-1.09%
^IXIC
+0.20%
^GSPC
-0.28%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NVDA) closed at $194.83 in the latest trading session, marking a -1.39% move from the prior day. Meanwhile, the D
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Micron (MU) Stock Gets Fair Value Boost On AI Contract And Margin Optimism
Bailey Pemberton
Thu, July 2, 2026 at 1:11 PM PDT 3 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Micron Technology's updated fair value estimate has moved from US$866.
2026-07-03
sg.finance.yahoo.com
2026-07-03
Yahoo Finance Singapore
Micron (MU) Stock Gets Fair Value Boost On AI Contract And Margin Optimism
Bailey Pemberton
Thu, 2 July 2026 at 1:11 pm GMT-7 3 min read
MU
+1.11%
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Micron Technology's updated fair value estimate has moved from US$866.60 to US$1,457.68, sharpening the focus
2026-07-03
sg.finance.yahoo.com
2026-07-03
Yahoo Finance Singapore
Is NVIDIA Corporation (NVDA) Stock Positioned for AI Growth Through New NVIDIA Blackwell Infrastructure Deal?
Laiba Immad
Thu, 2 July 2026 at 12:56 pm GMT-7 2 min read
NVDA
+3.65%
PLTR
-1.60%
BTOG
-2.63%
We recently compiled a list of the 10 Most Undervalued Dow Stocks to Buy According to Wall Street Analysts. NVIDIA Corporation (NASDAQ:NVDA) is among the most undervalued stocks.
TheFly reporte