Semiconductor News & Analysis Feed
57 articles
2026-07-07
www.forbes.com
2026-07-07
Forbes
2026-07-03
sg.finance.yahoo.com
2026-07-03
Yahoo Finance Singapore
2026-07-02
news.google.com
2026-07-02
TradingView
2026-06-25
www.msn.com
2026-06-25
MSN
Key Points
Interested in Micron Technology, Inc.? Here are five stocks we like better.
Micron reported fiscal Q3 revenue of $41.46 billion, up 345% year over year and roughly 1,550 basis points above consensus estimates.
Strong HBM demand, with new supply not expected to meaningfully impact the market until 2028, supports sustained hypergrowth over the next six to eight quarters.
Micron's Q4 reven
2026-06-25
www.marketbeat.com
2026-06-25
MarketBeat
Micron’s HBM Surge Could Redefine the AI Growth Story
Written by Thomas Hughes | Reviewed by Clare Titus
June 25, 2026
KEY POINTS
Micron reported fiscal Q3 revenue of $41.46 billion, up 345% year over year and roughly 1,550 basis points above consensus estimates.
Strong HBM demand, with new supply not expected to meaningfully impact the market until 2028, supports sustained hypergrowth over the ne
2026-06-25
www.theglobeandmail.com
2026-06-25
The Globe and Mail
Micron’s (NASDAQ: MU)fiscal Q3 results and the strength of its outperformance highlight a persistent problem in today’s market: there is a fundamental misunderstanding of the AI trade. AI isn’t a niche; it's not a bubble. It is the evolution of technology, and that evolution is accelerating.
Leading tech giants, enterprises, and research labs globally are racing to implement existing infrastructu
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron’s HBM Surge Could Redefine the AI Growth Story
Thomas Hughes, MarketBeat
June 25, 2026 5 min read
NVDA
-1.39%
MU
-5.49%
MU NASDAQ
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forecast
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Trading disclosure
Key Points
Interested in Micron Technology, Inc.? Here are five stocks we like better.
Micron reported fiscal Q3 revenue of $41.46 billion, up 345% year over year and roughly 1,550 basis points a
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
2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Stock Weighs AI Growth Story Against Mixed Valuation Signals
June 23, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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With NVIDIA such a focal point for growth stories, many investors are asking a simple question: does the current share price still make sense if you care about value, not just headlines?
The stock last clos
2026-06-17
www.nokia.com
2026-06-17
Nokia
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2026-06-16
uk.finance.yahoo.com
2026-06-16
Yahoo Finance UK
Nvidia raises over €21.5bn in first bond sale since 2021 as AI growth race continues
Nvidia raises over €21.5bn in first bond sale since 2021 as AI growth race continues · Euronews
Quirino Mealha
Tue, 16 June 2026 at 2:49 am GMT-7 3 min read
NVDA
-2.37%
The world's most valuable company, the chipmaker Nvidia, priced a $25 billion (€21.5bn) bond offering on Monday, marking its first issuance since
2026-06-15
news.google.com
2026-06-15
Yahoo Finance
2026-06-14
www.aol.com
2026-06-14
AOL.com
Better AI Growth Buy Right Now: Nvidia vs Micron
ADRIA CIMINO, THE MOTLEY FOOL
Sun, June 14, 2026 at 6:30 PM GMT+8
0
Key Points
Nvidia and Micron both serve AI customers with products crucial for their success.
These stocks have each soared more than 1,000% over the past five years.
10 stocks we like better than Nvidia ›
Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) each have seen r
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Better AI Growth Buy Right Now: Nvidia vs Micron
Adria Cimino, The Motley Fool
Sun, June 14, 2026 at 3:30 AM PDT 5 min read
NVDA
+0.16%
MU
-1.43%
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Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) each have seen revenue soar amid this artificial intelligence (AI) boom. This is because these companies offer something that is crucial for the devel
2026-06-14
www.fool.com
2026-06-14
The Motley Fool
Nvidia (
NVDA
+0.16%
) and Micron Technology (
MU
1.02%
) each have seen revenue soar amid this artificial intelligence (AI) boom. This is because these companies offer something that is crucial for the development and performance of this hot technology: compute power, and memory and storage.
Nvidia is the compute expert, designing the fastest graphics processing units (GPUs) around, while Micron
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
NVIDIA’s China Vera CPU Launch Tests AI Growth And Valuation Story
Simply Wall St
Fri, June 12, 2026 at 3:14 PM PDT 3 min read
NVDA
+0.16%
Trade NVIDIA on Coinbase
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NVIDIA (NasdaqGS:NVDA) has introduced its Vera CPU to the Chinese market,
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
IREN’s 5.8 GW Buildout And Nvidia Deal Reframe AI Growth Story
Simply Wall St
Wed, June 10, 2026 at 10:13 PM PDT 3 min read
IREN
-4.63%
NVDA
-3.73%
MSFT
-1.50%
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IREN (NasdaqGS:IREN) has expanded its global data ce
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
JPMorgan Sees Qualcomm (QCOM) Investor Day as Potential AI Growth Catalyst
Ghazal Ahmed
Mon, June 8, 2026 at 9:09 AM AST 1 min read
JPM
+0.42%
QCOM
+1.86%
MSFT
-0.89%
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the
14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More.
On June 5, JPMorgan added a positive catalyst watch on Qualcomm and said that it’s sticking with its ne
2026-06-08
digitimes.com
2026-06-08
Nvidia and Doosan Group are widening their collaboration to develop physical AI, robotics, and AI factory infrastructure that could shape industrial automation worldwide. The effort spans robotics, heavy equipment, power systems, and advanced materials, highlighting how global AI growth is increasingly tied to manufacturing, energy, and data center supply chains.
2026-06-05
www.tradingview.com
2026-06-05
TradingView
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