Micron, Qualcomm, Nova, Lattice Semiconductor, and Workday Shares Are Soaring, What You Need To Know - Yahoo! Finance Canada

On September 17, 2026, technology and semiconductor stocks surged amid a retreat in U.S. Treasury yields below 5% and declining oil prices, signaling a recovery in growth-oriented equities following t... Read original →

The recent rally in semiconductor stocks reflects a shift in macroeconomic sentiment, driven by declining Treasury yields and softer inflation expectations. Companies like Micron and Qualcomm are benefiting from renewed investor confidence, while Lattice and Workday gain traction due to cloud and edge computing demand. Upstream equipment vendors such as KLA and Semtech are also rebounding, signaling a broader industry recovery. Policy shifts, including reduced fears of further rate hikes, have lowered operational costs for tech firms. However, geopolitical tensions, especially in critical materials and manufacturing, remain a key risk. Over the next 12–24 months, sustained disinflation could fuel further valuation expansion, but technological slowdowns and global demand uncertainty pose downside risks.