Semiconductor News & Analysis Feed
331 articles
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Why Direxion Daily Semiconductor Bull 3X ETF Just Crashed
Rich Smith, The Motley Fool
Tue, July 7, 2026 at 11:23 AM PDT 3 min read
^IXIC
+1.28%
005930.KS
+0.18%
SOXL
+10.47%
NVDA
-0.14%
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Trading disclosure
It's Tuesday, 1:45 p.m., and do you know where the Nasdaq is?
It's down 0.65% -- but that's not a patch on the damage being done today to the Direxion Daily Semicondu
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Cramer: Samsung Is More Profitable Than Nvidia, but He Has a Warning on SK Hynix’s $28 Billion Raise
Omor Ibne Ehsan
Tue, July 7, 2026 at 11:20 AM PDT 4 min read
005930.KS
+0.18%
NVDA
-0.26%
MU
+5.63%
000660.KS
+5.30%
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Quick Read
Samsung's operating profit of $56B topped NVIDIA's $54B, yet Micron's forward PE of 7 reflects real fear that expanding capa
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
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2026-07-08
www.thestreet.com
2026-07-08
thestreet.com
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2026-07-08
news.google.com
2026-07-08
Yahoo Finance
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
After starting the week strong, Micron (
MU
+7.10%
) stock tumbled an unlucky 7.7% through 10:55 a.m. ET.
Blame Samsung for that.
Image source: Micron.
Korea sends the semi market South
South Korean technology giant Samsung reported its Q2 2026 earnings last night. The news was objectively good -- sales up 28% sequentially, and more than double last year's Q2 revenue. Operating profit surged 1
2026-07-07
www.cnbc.com
2026-07-07
CNBC
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2026-07-07
247wallst.com
2026-07-07
24/7 Wall St.
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2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff
David Moadel
Tue, July 7, 2026 at 7:27 AM PDT 4 min read
AMD
+5.64%
INTC
+1.95%
^DJI
+0.37%
AMAT
+5.05%
005930.KS
+0.18%
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Trading disclosure
Quick Read
Samsung's record $58B quarterly profit still triggered a chip selloff, sinking Intel and Applied Materials each 10% and pushing
2026-07-07
economictimes.indiatimes.com
2026-07-07
The Economic Times
ETMarkets.com
Micron Technology shares fell more than 7% on Tuesday, while Intel crashed nearly 8% as investors turned cautious on semiconductor stocks, with strong earnings from Samsung Electronics failing to calm concerns that the AI-led chip rally may have run too far.
The selloff hit several chip names. Intel fell 3.3%, while Marvell Technology dropped 4.5% amid broader weakness in the sector
2026-07-07
www.benzinga.com
2026-07-07
Benzinga
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2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Jim Cramer Says Buy Nvidia as Chipmaker Rejects 2028 AI Delay Claims
Lockridge Okoth
Mon, July 6, 2026 at 3:30 PM PDT 3 min read
NVDA
+3.65%
4062.T
+2.20%
009150.KS
+0.95%
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Trading disclosure
Jim Cramer doubled down on Nvidia on Monday, urging investors to buy the stock as the chipmaker rejected claims that its next-generation AI rack systems face delays until 2028.
The c
2026-07-06
tomshardware.com
2026-07-06
Mark Tyson
Quantum Systems Apex Recordhunter drone aims to smash more records in the coming weeks.
2026-07-06
news.google.com
2026-07-06
CNBC
2026-07-04
tomshardware.com
2026-07-04
Jowi Morales
Sony successfully built a PlayStation 1 console that fit inside a controller but had to cancel the project after game studios were unhappy with the royalties they would make from the project.
2026-07-04
news.google.com
2026-07-04
Yahoo Finance Singapore
2026-07-04
news.google.com
2026-07-04
Yahoo Finance
2026-07-04
www.insidermonkey.com
2026-07-04
Insider Monkey
NEWS
Jim Cramer Says Applied Materials “Is in a Long-Term Bull Market”
Published on July 4, 2026 at 9:15 am by SYEDA SEIRUT JAVED in News
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Applied Materials, Inc. (NASDAQ:AMAT) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer mentioned the stock during the episode and commented:
Now, we recently had Gary Dic
2026-07-04
www.msn.com
2026-07-04
MSN
I have covered Micron more times lately than any other stock on my beat. The Q3 earnings beat was historic. The guidance was historic. The HBM4 shipment disclosure was historic.
And yet the stock is now trading near $970, down from a 52-week high of $1,255 reached June 25, as investors wrestle with a question the market keeps returning to: how long can this last?
On June 30, Jim Cramer sat down
2026-07-04
www.thestreet.com
2026-07-04
thestreet.com
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