Semiconductor News & Analysis Feed
2818 articles
2026-07-08
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2026-07-08
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2026-07-08
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2026-07-08
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Why ASML Stock Dropped Today
Rich Smith, The Motley Fool
Tue, July 7, 2026 at 12:36 PM PDT 2 min read
ASML.AS
+4.83%
NVDA
-0.46%
005930.KS
+0.18%
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Trading disclosure
ASML Holding (NASDAQ: ASML) holding stock dropped 4.6% through 3 p.m. ET Tuesday -- not through any fault of its own, though.
It dropped because of Samsung.
Missed Nvidia in 2009? This Rare Signal Is Flashin
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Nvidia and AMD Face China Chip Pressure
Moz Farooque ACCA
Tue, July 7, 2026 at 12:16 PM PDT 1 min read
NVDA
-0.19%
AMD
+5.53%
0700.HK
-1.92%
BABA
+1.94%
688256.SS
+8.59%
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Trading disclosure
This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA) and AMD (NASDAQ:AMD) face growing pressure in China as local companies shift more AI chip spending toward domestic supp
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Nvidia Faces China Shift as Domestic AI Chip Budgets Jump to 46%
Khac Phu Nguyen
Tue, July 7, 2026 at 12:16 PM PDT 1 min read
NVDA
-0.15%
0700.HK
-1.92%
BABA
+1.99%
688041.SS
+5.97%
688256.SS
+8.59%
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Trading disclosure
This article first appeared on GuruFocus.
Nvidia Corp. (NASDAQ:NVDA), the Santa Clara-based maker of advanced AI accelerators, could face growing pressur
2026-07-08
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2026-07-08
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Perplexity says it plans to use Nvidia's new CPU
Stephen Nellis
Tue, July 7, 2026 at 12:03 PM PDT 1 min read
PEAI.PVT
NVDA
-0.25%
INTC
+1.58%
AMD
+5.47%
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Trading disclosure
By Stephen Nellis
SAN FRANCISCO, July 7 (Reuters) - AI startup Perplexity on Tuesday confirmed it plans to use Nvidia's new central processing units, as the chip giant works to broaden its market a
2026-07-08
finance.yahoo.com
2026-07-08
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Why Direxion Daily Semiconductor Bull 3X ETF Just Crashed
Rich Smith, The Motley Fool
Tue, July 7, 2026 at 11:23 AM PDT 3 min read
^IXIC
+1.28%
005930.KS
+0.18%
SOXL
+10.47%
NVDA
-0.14%
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Trading disclosure
It's Tuesday, 1:45 p.m., and do you know where the Nasdaq is?
It's down 0.65% -- but that's not a patch on the damage being done today to the Direxion Daily Semicondu
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Cramer: Samsung Is More Profitable Than Nvidia, but He Has a Warning on SK Hynix’s $28 Billion Raise
Omor Ibne Ehsan
Tue, July 7, 2026 at 11:20 AM PDT 4 min read
005930.KS
+0.18%
NVDA
-0.26%
MU
+5.63%
000660.KS
+5.30%
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Quick Read
Samsung's operating profit of $56B topped NVIDIA's $54B, yet Micron's forward PE of 7 reflects real fear that expanding capa
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Micron Vs. Apple: Why MU Is Still The Better Buy Between These Tech Giants
Alex Sirois
Tue, July 7, 2026 at 11:06 AM PDT 3 min read
MU
+5.44%
AAPL
+0.76%
NVDA
-0.14%
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Trading disclosure
Quick Read
Micron's gross margin exploded to 85% on 346% revenue growth while Apple raised MacBook and iPad prices up to 54% just to protect its margins.
Micron's forward P/E of 7 versus
2026-07-08
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2026-07-08
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
This Semiconductor ETF Is Up 58% This Year and Doesn’t Own TSMC
Michael Williams
Tue, July 7, 2026 at 10:30 AM PDT 4 min read
2330.TW
-2.03%
NVDA
-0.01%
AMD
+5.39%
QCOM
+2.36%
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Quick Read
SMHX has surged 58% in 2026 and 90% over the past year by owning only AI chip designers like NVIDIA, AMD, and Qualcomm.
TSMC, the $2.3 trillion foundry excluded from
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
SK Hynix’s Offering Reportedly Oversubscribed Multiple Times Amid Prolonged Memory Stocks Sell-Off
SK Hynix’s Offering Reportedly Oversubscribed Multiple Times Amid Prolonged Memory Stocks Sell-Off · Stocktwits
Arnab Paul
Tue, July 7, 2026 at 10:25 AM PDT 3 min read
000660.KS
+5.30%
BABA
+2.41%
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Trading disclosure
The report added that around 1,000 institutional investors pa
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Up 102% in 2026, This Chip ETF Mysteriously Avoids Taiwan Semiconductor
Up 102% in 2026, This Chip ETF Mysteriously Avoids Taiwan Semiconductor · 24/7 Wall St.
Michael Williams
Tue, July 7, 2026 at 10:20 AM PDT 5 min read
2330.TW
-2.03%
NVDA
+0.09%
AMD
+5.48%
TSM
+0.49%
PSI
+5.87%
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Quick Read
PSI has doubled in 2026 by owning chip designers like AMD an
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Should You Buy Micron Technology Stock While It Trades Below $1,000?
David Jagielski, CPA, The Motley Fool
Tue, July 7, 2026 at 9:46 AM PDT 3 min read
MU
+6.08%
NVDA
-0.46%
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Trading disclosure
Shares of Micron Technology (NASDAQ: MU) have been coming under pressure of late. While the company has been generating strong numbers in recent quarters and its valuation is seemi
2026-07-08
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2026-07-08
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2026-07-08
finance.yahoo.com
2026-07-08
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Nvidia Is a $4.7 Trillion Company. Here's How Close It Is to Retaking $5 Trillion.
Daniel Sparks, The Motley Fool
Tue, July 7, 2026 at 9:31 AM PDT 5 min read
NVDA
-0.55%
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Trading disclosure
Only one company in history has ever been worth $5 trillion: Nvidia (NASDAQ: NVDA) itself. The chipmaker first crossed the mark last October, then slipped back below it. After closing M
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Alphabet Vs. Taiwan Semiconductor: What Is The Better Stock To Buy Right Now
Alex Sirois
Tue, July 7, 2026 at 9:15 AM PDT 3 min read
GOOGL
-1.39%
2330.TW
-2.03%
GOOG
-1.35%
TSM
+0.69%
NVDA
-0.30%
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Trading disclosure
Quick Read
GOOGL's Cloud surged 63% to $20B with a $462B backlog while TSM's packaging capacity stays critically constrained despite 66% gross margins.
Alph
2026-07-08
uk.finance.yahoo.com
2026-07-08
Yahoo Finance UK
SK Hynix Eyes Massive U.S. Listing: ETFs That Are Likely to Gain
SK Hynix Eyes Massive U.S. Listing: ETFs That Are Likely to Gain · Zacks
Sanghamitra Saha
Tue, 7 July 2026 at 9:00 am GMT-7 3 min read
EWY
+1.02%
SOXX
+4.06%
FPX
+2.77%
IPO
+2.89%
QQQ
+1.59%
South Korean memory chip giant SK Hynix is set to launch a U.S. listing on the Nasdaq, aiming to raise about $28 billion in what could become o
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%
Explore stocks on Coinbase
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