Semiconductor News & Analysis Feed
10663 articles
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise
Nauman Khan
Fri, July 3, 2026 at 9:58 AM PDT 1 min read
HSBA.L
-2.16%
MU
+1.11%
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Trading disclosure
This article first appeared on GuruFocus.
Micron Technology (NASDAQ:MU) remained in focus after HSBC said the chipmaker's latest quarterly results reinforce that artificial intelligence spending continues to suppor
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
The online investing platform Robinhood Markets (
HOOD
+0.58%
) is one of the go-to places for retail investors to buy stocks, as well as for other banking activities the platform now offers. Robinhood is also a good platform for gauging retail sentiment, which is important given retail's increased presence in the broader market.
Each month, Robinhood lists the 10 most widely held stocks on its p
2026-07-04
au.finance.yahoo.com
2026-07-04
Yahoo Finance Australia
Saylor makes a bold claim about MSTR and it involves Apple and Nvidia
Saylor makes a bold claim about MSTR and it involves Apple and Nvidia · TheStreet
Bibhu Pattnaik
Fri 3 July 2026 at 9:41 am GMT-7 2 min read
MSTR
-3.58%
AAPL
+0.88%
NVDA
+3.65%
Michael Saylor has never been short on confidence when it comes to Strategy's standing in financial markets. His latest post on X took that a step furth
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
SK Hynix Stock’s Upcoming U.S. Listing Is a Sign the Memory Trade Could Soon Topple. 2 Ways to Profit from the Pain.
Rob Isbitts
Fri, July 3, 2026 at 9:00 AM PDT 6 min read
000660.KS
+5.30%
BABA
+11.05%
MU
+1.11%
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Trading disclosure
South Korean memory giant SK Hynix is expected to list its American Depositary Receipts (ADRs) in the U.S. under the ticker SKHY. Its debut
2026-07-04
www.barchart.com
2026-07-04
Barchart.com
A corporate sign for SK Hynix by Tada Images via Adobe Stock
South Korean memory giant SK Hynix is expected to list its American Depositary Receipts (ADRs) in the U.S. under the ticker SKHY. Its debut is tentatively scheduled for Friday, July 10.
If all goes according to plan, the company will raise a staggering $29 billion. That would make it the largest ADR listing in recorded market history,
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Taiwan Semiconductor Manufacturing (
TSM
+1.09%
) is one of the most important semiconductor companies in the world, as it manufactures chips for almost all the leading companies that design chips for data centers, gaming consoles, smartphones, personal computers (PCs), cars, and factories, among other things.
It controls nearly three-fourths of the global foundry market, according to Counterpoin
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Palantir’s NVIDIA AI Collab Could Be a Game-Changer That Marks a Turn in the Stock
Joey Frenette
Fri, July 3, 2026 at 7:53 AM PDT 4 min read
PLTR
-1.60%
NVDA
+3.65%
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Quick Read
Palantir shares surged 18% in a week as investors rotate from semis into AI software.
A new deal using Nvidia's Nemotron to build government AI models squeezes short sellers an
2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
Shares of Palantir (NASDAQ:PLTR | PLTR Price Prediction) have been bouncing back, now up close to 18% in a week, and it might be a good idea to step out of the way if you’re short or are hanging onto bearish put options. Dr. Michael Burry recently announced that he’d covered half of his short position around a week ago, a move that’s proved incredibly well-timed. As investors pile back into the AI
2026-07-03
www.moomoo.com
2026-07-03
Moomoo
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2026-07-03
www.aol.com
2026-07-03
AOL.com
Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks
DAVID MOADEL
Fri, July 3, 2026 at 10:18 PM GMT+8
0
Photo by Astrid Stawiarz/Getty Images
Quick Read
Burry shorted Micron and NVIDIA, betting on a 30% chip correction as Micron's 242% YTD rally reaches its most extreme technical extension above its 200-day MA since 1984.
Burry's SOXX ETF short a
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Micron Technology, Inc.MU has been one of the biggest winners in the semiconductor space this year. The memory chip giant has benefited from the rapid expansion of artificial intelligence (AI), which is driving strong demand for high-bandwidth memory (HBM) and advanced DRAM products used in AI servers. Investors have rewarded the company for its improving earnings outlook, expanding margins and le
2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
Michael Burry, the Scion Asset Management founder popularized in The Big Short, disclosed a new short position against Micron Technology (NASDAQ:MU | MU Price Prediction) in a Substack post dated July 2. Burry stated that the puts “seemed expensive,” so he shorted the stock directly and would add puts if volatility eases. He identified his disclosed entry at $1,051.87 per share.
Video Muted
The
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks
David Moadel
Fri, July 3, 2026 at 7:18 AM PDT 4 min read
MU
+1.11%
NVDA
+3.65%
SOXX
+1.87%
AMAT
+2.89%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Burry shorted Micron and NVIDIA, betting on a 30% chip correction as Micron's 242% YTD rally reaches its most extreme technical extensio
2026-07-03
www.tomshardware.com
2026-07-03
Tom's Hardware
PC Components RAM DRAM
Inside the history of DRAM price-fixing lawsuits — how HBM allocations could make a difference after two decades of failed cases
News-analysis
By Luke James
Published July 3, 2026
Garciaguirre v. Samsung leans on HBM to prove an agreement that federal courts have twice declined to see in parallel production cuts.
When you purchase through links on our site, we may earn
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Micron Technology, Inc.MU has been one of the biggest winners in the semiconductor space this year. The memory chip giant has benefited from the rapid expansion of artificial intelligence (AI), which is driving strong demand for high-bandwidth memory (HBM) and advanced DRAM products used in AI servers. Investors have rewarded the company for its improving earnings outlook, expanding margins and le
2026-07-03
invezz.com
2026-07-03
Invezz
Michael Burry shorts Micron stock, warns AI chip rally has gone too far
Stock market
Author
Ananthu C U
03 Jul 2026, 14:31 PM
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Michael Burry shorted Micron, citing AI hype and valuation concerns.
Burry expanded chip shorts while adding to five existing long positions.
Micron fell further as Burry warned the AI chip rally may reverse.
Investor Michael Burry, best
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Micron Technology, Inc.MU is enjoying one of the strongest profit cycles in its history, and higher memory prices remain a major reason behind this momentum. Robust demand for artificial intelligence (AI) servers, high-bandwidth memory (HBM), enterprise SSDs and advanced DRAM continues to outpace industry supply, creating a favorable pricing environment.
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Micron Technology, Inc.MU is enjoying one of the strongest profit cycles in its history, and higher memory prices remain a major reason behind this momentum. Robust demand for artificial intelligence (AI) servers, high-bandwidth memory (HBM), enterprise SSDs and advanced DRAM continues to outpace industry supply, creating a favorable pricing environment.
2026-07-03
tomshardware.com
2026-07-03
Jowi Morales
Here we go again.