Semiconductor News & Analysis Feed
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2026-06-25
www.trefis.com
2026-06-25
Trefis
Nvidia’s Upbeat Forecast Lifts SMH’s Earnings Outlook
June 24th, 2026 by Trefis Team
SMH
VanEck Semiconductor ETF
The companies inside this popular semiconductor fund are signaling a clear direction for their earnings, and it’s worth paying attention.
The VanEck Semiconductor ETF (SMH) has returned a notable +138% over the past year, a figure that grabs your attention. But price is a trailing in
2026-06-25
cryptobriefing.com
2026-06-25
Crypto Briefing
Cantor Fitzgerald’s CJ Muse predicts Micron earnings growth through 2028
Analyst doubles Micron's price target to $1,500 as memory supply squeeze fuels bullish thesis for AI-driven semiconductor deman
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
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Volatility Is Taking A Breather Ahead Of Micron Earnings
Jun 24, 2026, 1:36 PM ETS&P 500 Futures (SPX), SP500, SPY, NDX, DJI, RTY, DIA, QQQ, IWM, IVV, VOO, COMP:INDMU, FDX, FDXF
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All eyes are on Micron’s earnings after the bell.
WTI crude pri
2026-06-25
www.cnbc.com
2026-06-25
CNBC
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2026-06-25
www.fool.com
2026-06-25
The Motley Fool
As of midday, the Dow Jones Industrial Average (
^DJI
+0.42%
) rose 0.89% to 52,125.67, the Nasdaq Composite (
^IXIC
0.59%
) gained 0.65% to 25,753.08, and the S&P 500 (
^GSPC
0.22%
) edged up 0.61% to 7,410.55 as falling oil prices and stabilizing technology shares helped markets recover from yesterday’s losses.
Gold futures fell 3.09% to $4,021.20, and the 10-Year Treasury yield slipped 0.08% t
2026-06-25
www.tradingview.com
2026-06-25
TradingView
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Micron Options Traders Brace for Massive Earnings Swing
Micron Options Traders Brace for Massive Earnings Swing
Less than 1 min read
MU
−5.67%
Micron Technology
MU
options traders priced in another sharp move for the chipmaker's shares ahead of Wednesday's earnings report, after the stock fell about 13% on Tuesday. Micron's setup pointed to a wide post-results range.
Near-th
2026-06-25
www.thedailystar.net
2026-06-25
The Daily Star
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2026-06-25
wccftech.com
2026-06-25
Wccftech
Qualcomm is expanding its chip-design services to China as it is reportedly in early talks with ByteDance.
Custom-chip designs are picking up momentum across the tech industry, and a report by Reuters suggests that Qualcomm might be assisting ByteDance, a leading Chinese firm, with chip-design services.
Although the talks between Qualcomm and ByteDance are still early, if they succeed, then that
2026-06-25
investinglive.com
2026-06-25
investingLive
A year ago, when Micron reported Q3 FY2025 results, it posted revenue of $9.30B and non-GAAP EPS of $1.91 per share. The stock was trading around ~$120-130/share at that time.
The price has since moved to a all-time high at $1213.56 reached on Monday's trade. The current price is trading at $1043 down $8.50 on the day. Looking at the table below, earnings and revenues have been growing at an expo
2026-06-25
news.google.com
2026-06-25
Investor's Business Daily
2026-06-25
kalkinemedia.com
2026-06-25
Kalkine Media
Why Micron (NASDAQ:MU) Became The Chip Market’s Flashpoint?
NASDAQ COMPOSITE
MRVL
SNDK
MU
NVDA
6 min read | June 24, 2026 10:06 AM PDT | By Anmol Khazanchi
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www.cnbc.com
2026-06-25
CNBC
A new ETF seeking to leverage Micron’s volatility has emerged – right in the nick of time
After the massive success of the Roundhill Memory ETF (DRAM)
– a fund that’s gathered more than $22 billion in less than three months and has more than doubled in value since its April debut – asset manager Roundhill Investments, alongside REX Shares and Tuttle Capital Management, launched a new offering on
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Artificial intelligence (AI) is moving from the training phase to the production phase, as enterprises, users, and governments that have spent hundreds of billions of dollars on this technology are looking to unlock its productivity gains.
This process of deploying trained AI models into production, where they execute tasks in the real-world by ingesting fresh inputs, is known as inference. Deloi
2026-06-25
www.aol.com
2026-06-25
AOL.com
Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028
OMOR IBNE EHSAN
Thu, June 25, 2026 at 12:30 AM GMT+8
0
Quick Read
Muse argues memory supply gets even tighter in 2027, supporting a $200 EPS bull case for Micron (MU) trading at just 5x earnings.
SanDisk (SNDK) delivered 251% revenue growth and datacenter sales up 645%, with Goeckeler calling it a structural m
2026-06-25
www.benzinga.com
2026-06-25
Benzinga
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2026-06-25
businesschief.com
2026-06-25
Business Chief
A South Korean chipmaker nearly collapsed under debt 20 years ago. Today it has overtaken Samsung Electronics to become the world's most valuable memory chip company.
SK Hynix shares closed up 5.6% on Monday 22 June, lifting its market capitalisation to 2,080.4tn won (US$1.35tn). Samsung's stock eased 0.14% to give it a market value of 2,066.7tn won (US$1.34tn), excluding preferred shares.
The s
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
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028
Omor Ibne Ehsan
Wed, June 24, 2026 at 9:30 AM PDT 4 min read
MU
-0.37%
SNDK
-2.15%
NVDA
-0.54%
SMH
-0.35%
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Quick Read
Muse argues memory supply gets even tighter in 2027, supporting a $200 EPS bull case for Micron (MU) trading at just 5x earnings.
SanDisk (SNDK) del
2026-06-25
cryptobriefing.com
2026-06-25
Crypto Briefing
Broadcom targets over $100B in AI semiconductor revenue by 2028
The chipmaker's AI business is doubling year over year, with custom accelerators for hyperscalers driving a growth trajectory that could
2026-06-25
news.google.com
2026-06-25
GuruFocus