Semiconductor News & Analysis Feed
9785 articles
2026-06-28
uk.finance.yahoo.com
2026-06-28
Yahoo Finance UK
Micron (MU) Surpasses Market Valuation of Meta and Briefly Tesla, Reuters Reports
Noor Ul Ain Rehman
27 June 2026 2 min read
MU
+0.94%
TSLA
+6.69%
META
+2.98%
Micron Technology, Inc. (NASDAQ:MU) is one of the safe stocks for beginners to buy in 2026. Reuters reported on June 25 that Micron Technology, Inc. (NASDAQ:MU) surpassed the market valuation of Meta Platforms, and briefly Tesla, for the
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Micron (MU) Surpasses Market Valuation of Meta and Briefly Tesla, Reuters Reports
Noor Ul Ain Rehman
June 27, 2026 2 min read
MU
+0.94%
TSLA
+6.69%
META
+2.98%
Explore stocks on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the safe stocks for beginners to buy in 2026. Reuters reported on June 25 that Micron Technology, Inc. (NASDAQ:MU) surpassed the market valuation
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Applied Materials (AMAT) Introduces Suite of New Chipmaking Systems
Noor Ul Ain Rehman
June 27, 2026 2 min read
AMAT
-1.70%
EL.PA
+0.23%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the safe stocks for beginners to buy in 2026. Applied Materials, Inc. (NASDAQ:AMAT) announced on June 25 the introduction of a suite of new chipmaking systems to build the
2026-06-28
drrobertcastellano.substack.com
2026-06-28
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
Nvidia Didn't Just Create an AI Boom. It Rewrote the Memory Business
DR. ROBERT CASTELLANO
JUN 28, 2026
∙ PAID
6
Share
What’s in This Article
The Most Critical AI Bottleneck
How Nvidia Changed the Rules
Table 1. Nvidia AI Accelerator Product Cadence
The DRAM Market Reveals What HBM Does Not
Chart 1. Global DRAM Bit Shipments
Chart 2. Global DRAM Average Selling Prices
Chart 3. Global DRAM Revenue
2026-06-28
www.quiverquant.com
2026-06-28
Quiver Quantitative
Year-to-Date Surge: Social media conversations emphasize Western Digital's standout 240% gain in 2026, ranking it among leading technology names driven by robust memory and storage demand tied to artificial intelligence applications.
Sharp Market Reaction: Recent posts focus on the stock's more than 13% drop amid broader semiconductor sector pressure, with observers noting profit-taking following
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
On Semiconductor (ON) Stock After 25% Weekly Drop Is The Valuation Now Attractive
Bailey Pemberton
June 27, 2026 6 min read
ON
+3.80%
Trade ON on Coinbase
Trading disclosure
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
If you are trying to work out whether ON Semiconduct
2026-06-28
news.google.com
2026-06-28
Benzinga
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Bank of America Just Gave Applied Materials Stock a New Street-High Price Target
Aanchal Sugandh
June 27, 2026 5 min read
BAC
+1.99%
AMAT
-1.70%
Explore stocks on Coinbase
Trading disclosure
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) has found itself in Wall Street's sweet spot after Bank of America Corporation turned even more bullish on the semi
2026-06-28
seekingalpha.com
2026-06-28
Seeking Alpha
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2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Is NVIDIA Corporation (NVDA) One of the Best Brain-Computer Interface Stocks to Buy?
Fatima Gulzar
June 27, 2026 2 min read
NVDA
+0.37%
KLSH.PVT
SMH
+2.03%
MU
+0.94%
SNDK
-0.03%
Explore stocks on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is among the Best Brain-Computer Interface Stocks.
On June 22, CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) shares have underperforme
2026-06-27
247wallst.com
2026-06-27
24/7 Wall St.
Video Muted
Artificial intelligence is rapidly shifting from the cloud to the devices we use every day. The first wave of generative AI relied on massive data centers packed with expensive graphics processors. The next phase is about making AI faster, cheaper, and more private by moving more of that computing directly onto smartphones, laptops, and vehicles.
That transition has become a battleg
2026-06-27
tomshardware.com
2026-06-27
Jowi Morales
Several listings for Steam Machine pre-orders are being sold at markups so high that buyers will have to pay 140% to 167% above Valve's selling price.
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
__fail__
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron Technology (MU) Stock Faces Narratives Test As Net Margin Hits 55.9% In Q3
June 27, 2026
Simply Wall St
Micron Technology (MU) has reported very large numbers in its latest Q3 2026 report, with revenue at about US$41.5 billion, basic EPS of US$25.04, and net income of roughly US$28.2 billion. Trailing 12‑month figures show revenue of about US$90.3 b
2026-06-27
pulse2.com
2026-06-27
Pulse 2.0
Qualcomm Technologies announced a new data center roadmap and product portfolio designed for the agentic AI era. The company introduced new data center solutions, including the Qualcomm Dragonfly C1000 CPU, Qualcomm High Bandwidth Compute technology, the Qualcomm Dragonfly AI300 inference accelerator, connectivity products, and custom silicon solutions.
Qualcomm said the new platforms are enginee
2026-06-27
www.tradingkey.com
2026-06-27
TradingKey
SK Hynix is set to debut on Nasdaq via ADRs on July 10, 2026, marking a strategic move to capitalize on its 58% global HBM market share. Benefiting from deep integration with Nvidia, the firm reported a 72% operating margin in Q1 2026. While its first-mover advantage in AI memory supports a favorable outlook, key risks include Samsung’s aggressive HBM4 competition, potential cooling in AI capital
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
NVIDIA (NVDA) Launches BioNeMo Agent Toolkit to Accelerate AI-Driven Scientific Discovery in Life Sciences
Maham Fatima
June 27, 2026 2 min read
NVDA
-1.39%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the high growth stocks to buy right now. On June 23, NVIDIA introduced the BioNeMo Agent Toolkit, a new software suite providing domain-specific tools desi
2026-06-27
www.freep.com
2026-06-27
Detroit Free Press
__fail__
2026-06-27
www.ad-hoc-news.de
2026-06-27
Ad-hoc-news.de
ANSYS Inc., US0357101090
ANSYS confirms Synopsys deal timeline, shares anchored in NASDAQ-100 tech strategy
27.06.2026 - 12:53:34 | ad-hoc-news.de
ANSYS aligns its engineering simulation business with Synopsys after the announced all-stock acquisition, while the NASDAQ-100 constituent remains a reference name in high-end software for complex product design.
ANSYS Inc., US0357101090
By Stefan Kr
2026-06-27
tomshardware.com
2026-06-27
Mark Tyson
Enthusiast demos Microsoft’s newest OS running 'completely stable' on a Core 2 Quad Q6600, using a DDR1 motherboard, supported by an ATi Radeon HD 4650 AGP graphics card.