Semiconductor News & Analysis Feed
332 articles
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
The pre-market session on Thursday was a wall of green. Micron Technology (NASDAQ:MU | MU Price Prediction) ripped 12.32% intraday to $1,177.73 after a fiscal Q3 report that redefined what an AI-cycle blowout looks like. The rest of the memory complex came along for the ride. On CNBC the same morning, Global X’s Seana Smith framed the earnings report as vindication, saying “the beat and raise… ver
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
When the company selling AI shovels suggests you grab a different shovel, it is worth a look. On a Fox Business segment June 25, 2026, blue-collar advocate Ken Rusk relayed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang’s claim that “the next generation of millionaires will be carpenters, plumbers and electricians”. Rusk’s framing was blunter. “If I was a young man or young woman, I
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Advanced Micro Devices (NASDAQ:AMD) both posted earnings confirming AI infrastructure dominates semis. NVIDIA reported a $75.246 billion Data Center quarter. AMD reported $5.775 billion. The scale gap is one part of the picture. The software lock-in is the more durable factor.
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CUDA Carries NVIDIA. MI450 Carries AMD’s Hopes.
NVIDIA’s Q1
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America’s Vivek Arya thinks the market is still pricing them like the old version. Speaking on CNBC the morning after Micron Technology (NASDAQ:MU | MU Price Prediction) reported, BofA’s senior semiconductor analyst argued that “what we are witnessing is what I would call a structural rather than a cyclical shift in
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
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2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Intel (NASDAQ:INTC | INTC Price Prediction) is the loudest ticker on Wall Street right now, riding a turnaround narrative powered by NVIDIA’s $5.0 billion equity stake, SoftBank’s $2.0 billion investment, and $8.9 billion in total U.S. Government support.
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But here’s what you should actually be watching: Taiwan Semiconductor Manufacturing (NYSE:TSM).
The Intel Rally Has Outrun the Bu
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Micron Technology (NASDAQ:MU | MU Price Prediction) has climbed from roughly $127.60 a year ago to past $1,048 as the AI memory cycle accelerated. After a blowout fiscal Q3, our proprietary model says the easy money has already been made.
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Our 24/7 Wall St. price target for Micron is $889.73, implying 15.14% downside from the current $1,048.51 level. We rate shares a sell with high co
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Micron Technology (NASDAQ:MU) both posted blockbuster AI infrastructure quarters, but the market reacted in opposite directions. NVIDIA sells the compute. Micron sells the memory that keeps those GPUs fed.
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Comparing them now makes sense because each just told investors something different about where AI hardware spending actually lands
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
NVIDIA’s (NASDAQ:NVDA | NVDA Price Prediction) setup heading into the back half of 2026 mirrors what drove the stock higher in 2025: revenue accelerating, margins holding, and hyperscaler demand outrunning supply. The pullback has reset expectations, and our model suggests the market is underpricing the next 12 months.
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Our 24/7 Wall St. price target for Nvidia is $251.55, implying me
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
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The artificial intelligence boom is creating winners and losers in places many investors never expected. While most attention remains fixed on GPUs from Nvidia (NASDAQ:NVDA | NVDA Price Prediction), memory chips have quietly become one of the industry’s biggest bottlenecks.
Every AI server requires massive amounts of high-bandwidth memory (HBM) and DRAM, and supply simply can’t keep
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) surged as much as 11% to $219 in early Thursday trading before retreating to $207, up 5% on the session. This volatile price action occurred after the chipmaker landed a marquee data center customer and watched price targets ratchet higher across the Street. The apparently fragile QCOM stock rally comes as analysts reassess Qualcomm’s divers
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) stock are up 17% in early Thursday trading, changing hands near $1,229. The move follows a blowout fiscal Q3 2026 report the memory maker delivered Wednesday afternoon.
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The MU stock rally is dragging the entire memory and storage complex higher. SanDisk (NASDAQ:SNDK) stock is up 15% to roughly $2,213, and Western Digital (
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
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Artificial intelligence has created a handful of corporate winners, but one company has towered above the rest. Nvidia (NASDAQ:NVDA | NVDA Price Prediction) became the face of the AI revolution as demand for its chips exploded, pushing its market value to roughly $4.8 trillion. Even after a pullback of nearly 16% from its all-time high, most investors still view Nvidia as one of the s
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Retail investors have spent the last decade riding a simple playbook: buy the dip in mega-cap tech. JJ Kinahan, Senior VP of Retail and Alternative Investments at Cboe Global Markets, told CNBC’s Squawk Box on June 24, 2026 that the playbook is still intact. The problem is figuring out which stock leads the next leg higher.
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The Leadership Vacuum Kinahan Sees
For years, the rotation w
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Micron Technology (NASDAQ:MU | MU Price Prediction) has gone vertical. The stock is up 268.68% year to date and 763.64% over the past year, riding an AI memory super-cycle that has reshaped the company’s earnings power. Our proprietary model says the rally has run ahead of the fundamentals.
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Our 24/7 Wall St. price target for Micron is $731, which implies 30.5% downside from $1,051.77
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
CNBC’s Dominic Chu opened Tuesday’s market coverage with a familiar tape pattern that has not shown up much in 2026. “The tech sell-off that began Monday building momentum this morning after memory chip related shares tanked on Asian markets overnight,” Chu told viewers, and damage in U.S. premarket concentrated exactly where expected. The NASDAQ-100 proxy QQQ was off 2.57% intraday, which on a ba
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) have been the subject of intense debate this week after a roughly 13% sell-off rattled holders ahead of the company’s fiscal Q3 2026 earnings, scheduled for release today, June 24, after the market close. On CNBC’s Morning Call, Kevin Cassidy, Senior Research Analyst at Rosenblatt Securities, made the case that the pullback is due to “i
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
CJ Muse went on CNBC this morning and made the case that the memory cycle most investors are watching does not actually peak where they think it peaks. “The real takeaway for memory is that supply is going to be even tighter in 27 than 26,” the Cantor Fitzgerald semiconductor analyst said, “and because of that you can actually think about earnings growth and not only 27 but also 28.” That is the b
2026-06-24
news.google.com
2026-06-24
24/7 Wall St.
2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
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The artificial intelligence boom has created winners across the semiconductor industry, but few areas have benefited more recently than memory chips. Every AI server needs vast amounts of high-bandwidth memory (HBM) and DRAM to feed increasingly powerful processors from Nvidia (NASDAQ:NVDA | NVDA Price Prediction), Advanced Micro Devices (NASDAQ:AMD), and others. Without memory, even