Semiconductor News & Analysis Feed
2874 articles
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm Jumps 11%, Then Pulls Back Amid Meta Platforms Data Center Deal and Wave of Analyst Target Hikes
David Moadel
Thu, June 25, 2026 at 7:13 AM PDT 4 min read
QCOM
+4.04%
META
-0.59%
NVDA
-1.63%
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Trading disclosure
Quick Read
Qualcomm (QCOM) stock jumped 11% but then fell back after the company landed Meta Platforms (META) as its first-ever data center customer with
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Sandisk, Western Digital, and others soar as Micron results 'justify elevated valuations'
Ines Ferré · Senior Business Reporter
Updated Thu, June 25, 2026 at 7:50 AM PDT 1 min read
MU
+13.02%
AMD
+0.11%
NVDA
-1.45%
INTC
-1.24%
MRVL
-0.50%
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Trading disclosure
What happened: Memory and storage stocks rallied on Thursday. Shares of Sandisk (SNDK) and Western Digital (WDC) g
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron stock soars after blowout earnings expose AI's memory bottleneck
Jared Blikre
Updated Thu, June 25, 2026 at 7:04 AM PDT 2 min read
MU
+15.81%
000660.KS
+13.06%
^SOX
+3.59%
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Trading disclosure
The AI memory scare ran straight into Micron's (MU) profit machine on Wednesday, sending its stock surging as much as 19% Thursday to a fresh intraday record high — its 40th of 202
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron's 19% Rally Sends AI Chip Stocks Surging
Khac Phu Nguyen
Thu, June 25, 2026 at 6:52 AM PDT 1 min read
MU
+13.46%
SMH
+1.69%
WDC
+5.50%
SNDK
+15.44%
STX
+3.35%
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Trading disclosure
This article first appeared on GuruFocus.
Semiconductor stocks are pushing higher in early trading as Micron Technology (NASDAQ:MU) gave investors another reason to believe the AI chip c
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm Jumps 12% After Unveiling $15 Billion AI Data Center Target
Khac Phu Nguyen
Thu, June 25, 2026 at 6:51 AM PDT 1 min read
QCOM
+3.78%
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Trading disclosure
This article first appeared on GuruFocus.
Qualcomm (NASDAQ:QCOM) shares jumped about 12% in premarket trading after the chipmaker gave investors a much bigger AI data center target, forecasting more than $15 billio
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron stock soars after blowout earnings expose AI's memory bottleneck
Jared Blikre
Updated Thu, June 25, 2026 at 7:04 AM PDT 2 min read
MU
+14.18%
000660.KS
+13.06%
^SOX
+2.63%
Trade MU on Coinbase
Trading disclosure
The AI memory scare ran straight into Micron's (MU) profit machine on Wednesday, sending its stock surging as much as 19% Thursday to a fresh intraday record high — its 40th of 202
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
LIVE
Updated 12 mins ago
Stock market today: Dow and S&P 500 rise, Nasdaq slips as PCE comes in hot, Big Tech falters
Amalya Dubrovsky and Karen Friar
Updated Thu, June 25, 2026 at 8:30 AM PDT 2 min read
MU
+12.99%
QCOM
+3.96%
^GSPC
+0.17%
^DJI
+0.77%
^IXIC
-0.44%
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Trading disclosure
Tech stocks fluctuated on Thursday as blowout Micron (MU) earnings failed to bolster sag
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron stock soars after blowout earnings expose AI's memory bottleneck
Jared Blikre
Updated Thu, June 25, 2026 at 7:04 AM PDT 2 min read
MU
+17.13%
000660.KS
+13.06%
^SOX
+3.88%
Trade MU on Coinbase
Trading disclosure
The AI memory scare ran straight into Micron's (MU) profit machine on Wednesday, sending its stock surging as much as 19% Thursday to a fresh intraday record high — its 40th of 202
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron overtakes Meta, Tesla in market value amid relentless AI infrastructure demand
Reuters
Thu, June 25, 2026 at 6:40 AM PDT 1 min read
MU
+13.88%
TSLA
+0.02%
META
-1.26%
005930.KS
+5.29%
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Trading disclosure
June 25 (Reuters) - Micron Technology edged past the market valuation of Meta Platforms and briefly Tesla's for the first time on Thursday, after the memory ch
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Soars 17%, SanDisk Jumps 15%, Western Digital Climbs 13% After Blowout Quarter Locks In $100B of AI Memory Demand
David Moadel
Thu, June 25, 2026 at 6:20 AM PDT 4 min read
MU
+11.23%
SNDK
+13.59%
WDC
+4.17%
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Trading disclosure
Quick Read
Micron Technology (MU), SanDisk (SNDK), and Western Digital (WDC) shares jumped after Micron locked in $100B of contracted AI me
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Applied Materials Introduces New Systems to Accelerate DRAM and Advanced Packaging for AI Chips
Applied Materials, Inc.
Thu, June 25, 2026 at 6:00 AM PDT 6 min read
AMAT
-3.33%
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Trading disclosure
Applied Materials, Inc.
Innovations spanning DRAM and advanced packaging enable the
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
LIVE
Updated 36 mins ago
Stock market today: Dow and S&P 500 rise, Nasdaq slips as PCE comes in hot, Big Tech falters
Amalya Dubrovsky and Karen Friar
Updated Thu, June 25, 2026 at 7:24 AM PDT 2 min read
MU
+11.48%
QCOM
+4.01%
^GSPC
+0.37%
^DJI
+1.37%
^IXIC
-0.36%
Explore stocks on Coinbase
Trading disclosure
Tech stocks fluctuated on Thursday as blowout Micron (MU) earnings failed to bolster sag
2026-06-25
uk.finance.yahoo.com
2026-06-25
Yahoo Finance UK
LIVE
Updated 45 mins ago
Stock market today: Dow and S&P 500 rise, Nasdaq slips as PCE comes in hot, Big Tech falters
Amalya Dubrovsky and Karen Friar
Updated Thu, 25 June 2026 at 7:24 am GMT-7 2 min read
MU
+11.54%
QCOM
+3.95%
^GSPC
+0.59%
^DJI
+1.49%
^IXIC
-0.10%
Tech stocks fluctuated on Thursday as blowout Micron (MU) earnings failed to bolster sagging confidence in the AI trade and a fresh i
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Morgan Stanley upgrades Qualcomm after $5B data center forecast
Sam Boughedda
Thu, June 25, 2026 at 5:54 AM PDT 1 min read
QCOM
+2.45%
MS
+1.67%
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Trading disclosure
Investing.com -- Morgan Stanley upgraded Qualcomm to Equal-weight from Underweight and increased its price target to $231 from $146 in a note to clients on Thursday after the chipmaker's investor day revealed
2026-06-25
uk.finance.yahoo.com
2026-06-25
Yahoo Finance UK
Micron stock soars after blowout earnings expose AI's memory bottleneck
Jared Blikre
Updated Thu, 25 June 2026 at 7:04 am GMT-7 2 min read
MU
+12.01%
000660.KS
+13.06%
^SOX
+2.57%
The AI memory scare ran straight into Micron's (MU) profit machine on Wednesday, sending its stock surging as much as 19% Thursday to a fresh intraday record high — its 40th of 2026.
NasdaqGS - Nasdaq Real Time Price
•
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Q3 earnings beat sends stock surging 18% premarket
Micron Q3 earnings beat sends stock surging 18% premarket · Quartz · Bloomberg / Getty Images
Cris Tolomia
Thu, June 25, 2026 at 5:45 AM PDT 2 min read
MU
+12.13%
QCOM
+3.83%
005930.KS
+5.29%
000660.KS
+13.06%
SNDK
+14.55%
Explore stocks on Coinbase
Trading disclosure
Micron Technology stock was up 18% in premarket trading on Thursday afte
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
LIVE
Updated Today at 1:21 PM UTC
Tech stocks live: AI trade roars back after Micron earnings crush estimates
Daniel Howley · Technology Editor
Updated Thu, June 25, 2026 at 7:09 AM PDT 1 min read
MU
+11.44%
IBM
+0.92%
QCOM
+4.04%
BABA
-3.69%
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Trading disclosure
Micron's (MU) third quarter earnings on Wednesday delivered a powerful signal to AI trade skeptics, lifting th
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
If You Invested $1000 in Applied Materials a Decade Ago, This is How Much It'd Be Worth Now
If You Invested $1000 in Applied Materials a Decade Ago, This is How Much It'd Be Worth Now · Zacks
Zacks Equity Research
Thu, June 25, 2026 at 5:30 AM PDT 3 min read
AMAT
+6.91%
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Trading disclosure
For most investors, how much a stock's price changes over time is important. This fact
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Stocks rally on renewed AI optimism, oil price declines
AFP
Thu, June 25, 2026 at 6:51 AM PDT 3 min read
MU
+12.03%
CL=F
+0.91%
Trade MU on Coinbase
Trading disclosure
A strong dollar and rising bets on a US interest rate hike saw gold fall below $4,000 for the first time since November (DAVID GRAY)
Stock markets advanced Thursday after bumper earnings from US chip titan Micron helped calm invest
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
SK Hynix eyes $29B US stock offering
Tom Chivers
Thu, June 25, 2026 at 4:50 AM PDT 1 min read
000660.KS
+13.06%
SPCX
-1.96%
MU
+11.31%
005930.KS
+5.29%
Explore stocks on Coinbase
Trading disclosure
SK Hynix is planning a $29 billion US stock offering, a bet on continued AI semiconductor demand. The South Korean chipmaker has outperformed rivals, including compatriot Samsung, to control much of th