Semiconductor News & Analysis Feed
20 articles
2026-08-27
2026-08-25
lufkindailynews.com
2026-08-25
2026-08-25
finance.yahoo.com
2026-08-25
2026-08-25
www.reuters.com
2026-08-25
2026-08-24
stocksdownunder.com
2026-08-24
2026-08-05
2026-07-31
www.cnbc.com
2026-07-31
Following a resurgence in artificial intelligence (AI) demand, South Korean chip giants SK Hynix and Samsung Electronics saw their shares surge over 20% in Seoul on Friday. This sharp reversal comes after a recent sell-off that had battered semiconductor stocks due to concerns over high AI valuation
2026-07-08
simplywall.st
2026-07-08
QUALCOMM has delivered a 69.9% return over the past three years, making it one of the stronger performers in the large semiconductor sector. However, despite recent AI-related market rallies, its current stock price is close to its estimated intrinsic value, indicating cautious market sentiment. Acc
2026-07-07
www.barrons.com
2026-07-07
2026-06-30
finance.yahoo.com
2026-06-30
The semiconductor sector's share in the S&P 500 has reached a record 19.7%, driven by the artificial intelligence (AI) boom. This surge, led by companies like NVIDIA, has expanded beyond a single player to include firms such as Broadcom, TSMC, ASML, AMD, and memory chipmakers like Micron and SanDisk
2026-06-26
247wallst.com
2026-06-26
Micron Technology delivered a stunning quarterly report in Q3 2026, posting a non-GAAP gross margin of 84.9%, a figure that defies industry norms and signals a fundamental shift in the company’s business model. Analyst Julian Emanuel from Evercore ISI highlighted that this performance not only beat
2026-06-25
www.chartmill.com
2026-06-25
Micron's blowout earnings report and strong guidance have provided a significant boost to the recently faltering AI rally. After three consecutive days of selling in the semiconductor and AI infrastructure sectors, Micron's performance completely reversed market sentiment. The company guided Q4 reve
2026-06-25
www.reuters.com
2026-06-25
2026-06-23
www.barrons.com
2026-06-23
2026-06-23
www.barrons.com
2026-06-23
2026-06-22
ca.finance.yahoo.com
2026-06-22
As the Federal Reserve concludes its first meeting under new Chair Kevin Warsh, market attention turns to the final full week of June, where economic data, corporate earnings, and Fed commentary will shape expectations for interest rates and market direction heading into the second half of the year.
2026-06-22
www.sanjuandailystar.com
2026-06-22
Investors are closely watching Micron Technology's upcoming earnings report to assess whether the recent U.S. stock market rally, fueled by artificial intelligence, still has momentum. Despite a mid-week selloff, major indices remain near all-time highs, supported by strong corporate earnings and ro
2026-06-21
www.tradingview.com
2026-06-21
Micron Technology's earnings report is becoming a key indicator for investors assessing the momentum of the artificial intelligence (AI) rally. As AI technology rapidly advances, demand for high-performance memory and computing chips has surged, making Micron, a leading global provider of memory and
2026-06-21
www.ksl.com
2026-06-21
Investors are closely watching Micron Technology's upcoming earnings report on June 24 to assess whether demand for AI-driven chips remains robust. Despite a recent market selloff, U.S. stock indices are hovering near all-time highs, supported by strong corporate earnings from the AI boom. Micron’s
2026-06-19
www.investing.com
2026-06-19
Micron's earnings report has become a critical indicator for investors assessing the sustainability of the AI boom. As a leading memory chip manufacturer, Micron's performance directly reflects demand for high-performance storage solutions in the AI sector. The rapid advancement of AI technology has