Semiconductor News & Analysis Feed
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2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
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Stock market today: Dow, S&P 500, Nasdaq futures rise as Micron, Qualcomm ease AI jitters
Amalya Dubrovsky
Wed, June 24, 2026 at 4:26 PM PDT 1 min read
MU
-0.31%
QCOM
-3.29%
^IXIC
-0.43%
^DJI
+0.35%
Explore stocks on Coinbase
Trading disclosure
US stock futures rose as Micron and Qualcomm helped boost confidence in the AI trade following several tough days for tech stocks.
Futures attached
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron and Qualcomm forecasts ignite $400 billion AI chip stock rally
Noel Randewich
Wed, June 24, 2026 at 4:09 PM PDT 1 min read
QCOM
-3.29%
MU
-0.31%
ARM
-2.00%
MRVL
-0.84%
AVGO
+0.51%
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Trading disclosure
By Noel Randewich
June 24 (Reuters) - Shares of chipmakers surged late on Wednesday, adding over $400 billion in market value after strong forecasts from Micron Tec
2026-06-25
www.wsj.com
2026-06-25
WSJ
__fail__
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
After years of being the wallflower, Micron Technology (
MU
1.32%
) has taken center stage. The company's flash memory and storage chips are critical to the processing of artificial intelligence (AI), which continues to drive unrelenting demand.
Ahead of Micron's financial release after the market close on Wednesday, investors were sitting on the edge of their seats to see if there was any truth
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm jumps as it looks beyond smartphones to cash in on the AI boom
Daniel Howley · Technology Editor
Wed, June 24, 2026 at 3:53 PM PDT 2 min read
QCOM
-3.29%
AMD
-0.02%
NVDA
-0.50%
Explore stocks on Coinbase
Trading disclosure
Qualcomm (QCOM) stock jumped more than 13% in after-hours trading after the company said it raised its non-handset revenue target to $40 billion by fiscal 2029, twice
2026-06-25
www.msn.com
2026-06-25
MSN
Broadcom (AVGO) and OpenAI (OPENAI) revealed the fruits of its partnership today with Jalapeño, a new chip designed specifically to run inference for large language models.
Broadcom shares inched up 0.5% during early market trading on Wednesday.
OpenAI designed the chip, while partners Broadcom (AVGO) and Celestica (CLS) helped industrialize the platform through chip implementation, board, rack
2026-06-25
eetimes.com
2026-06-25
Cheap, autonomous drones developed in Ukraine are driving a new era of drone-on-drone warfare.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Infineon Technologies (XTRA:IFX) Stock Sees Fair Value Lift As AI Power Demand Drives Revisions
Bailey Pemberton
Wed, June 24, 2026 at 3:18 PM PDT 3 min read
IFX.DE
-1.24%
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
Analysts have lifted their central fair value estimate for Infineon Technologies from
2026-06-25
news.google.com
2026-06-25
HIT Consultant
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
www.investopedia.com
2026-06-25
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2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg.com
Technology
Markets
Micron and Qualcomm Lift Chipmakers Amid Rapid AI Growth
Silicon wafers are sorted at Micron Technology Inc. headquarters in Boise, Idaho.
Photographer: Kyle Green/Bloomberg
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By Ryan Vlastelica
June 25, 2026 at 5:18
2026-06-25
wccftech.com
2026-06-25
Wccftech
Qualcomm is unveiling its breakthrough for the AI data center market called HBC (High-Bandwidth Compute), to break the memory wall.
At its Investors Day 2026, Qualcomm unveiled HBC under its Dragonfly brand, an innovative technology that aims to offer a major boost in memory capacity and bandwidth. The HBC architecture deploys a purpose-built & near-memory solution that bonds compute with boosted
2026-06-25
mezha.net
2026-06-25
mezha.net
Micron forecasts stronger revenue, boosts stock as AI demand strains HBM supply
Thursday, 25 June 2026, 00:07
The chipmaker expects sales well above analyst estimates and plans heavy capex, hinting at wider industry shifts driven by AI—details could reshape server supply chains.
As stated by Reuters
Micron Technology expects quarterly earnings to beat analysts’ expectations, while noting that i
2026-06-25
www.ft.com
2026-06-25
Financial Times
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron's blowout earnings just reset the AI memory trade
Jared Blikre
Wed, June 24, 2026 at 1:40 PM PDT 2 min read
MU
-0.31%
000660.KS
+0.98%
^SOX
-0.18%
Trade MU on Coinbase
Trading disclosure
The AI memory scare ran straight into Micron's profit machine Wednesday.
Micron (MU) and SK Hynix (000660.KS) had been two of the cleanest ways to trade the AI memory boom this year, both crushing the bro
2026-06-25
qz.com
2026-06-25
qz.com
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2026-06-25
www.investors.com
2026-06-25
Investor's Business Daily
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2026-06-25
www.qualcomm.com
2026-06-25
Qualcomm
Qualcomm Technologies, Inc. (NASDAQ: QCOM) today announced the expansion of its strategic relationship with Hugging Face to advance open, developer-driven artificial intelligence (AI) from devices to cloud infrastructure. This collaboration is intended to unite Qualcomm Technologies’ industry-leading device to data center platforms with Hugging Face’s global AI community, model ecosystem, and deve