Semiconductor News & Analysis Feed
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2026-07-07
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2026-07-07
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2026-07-07
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MU, F Stocks Climb After Micron And Ford Sign Major Memory Pact
MU, F Stocks Climb After Micron And Ford Sign Major Memory Pact · Stocktwits
Anan Ashraf
Mon, July 6, 2026 at 12:08 PM PDT 3 min read
F
-0.44%
MU
+1.11%
GM
+0.28%
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Trading disclosure
Micron and Ford signed a deal focused on providing a reliable, long-term supply of memory and storage solutions for Ford's nex
2026-07-07
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2026-07-07
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2026-07-07
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2026-07-07
Yahoo Finance
VanEck Semiconductor ETF Is Up 64% This Year and Doesn’t Own a Single Share of Apple
Michael Williams
Mon, July 6, 2026 at 11:48 AM PDT 4 min read
SMH
+1.99%
AAPL
+0.88%
AMD
+0.25%
AVGO
+4.83%
NVDA
+3.65%
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Trading disclosure
Quick Read
SMH surged 64% this year by concentrating over 60% of assets in seven chip names, including AMD, Broadcom, and NVIDIA.
Apple's 14% year-
2026-07-07
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2026-07-07
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2026-07-07
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2026-07-07
Seeking Alpha
2026-07-07
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2026-07-07
Yahoo Finance
Forget Nvidia: AMD Might Close the Gap Faster Than Anyone on Wall Street Expects
Omor Ibne Ehsan
Mon, July 6, 2026 at 10:55 AM PDT 4 min read
AMD
+0.25%
NVDA
+3.65%
META
-2.02%
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Trading disclosure
Quick Read
AMD's Data Center revenue accelerated to 57% YoY growth as NVDA absorbs a $4.6 billion China revenue hole and $119 billion in supply commitments.
Meta and OpenAI ea
2026-07-07
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2026-07-07
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2026-07-07
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2026-07-07
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2026-07-07
eetimes.com
2026-07-07
MIPS bets RISC-V and ARC AI will power physical AI in cars and factory robots. Watch the interview and learn more.
2026-07-07
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2026-07-07
StockStory
2026-07-07
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2026-07-06
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2026-07-06
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2026-07-06
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2026-07-06
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2026-07-06
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2026-07-06
Yahoo Finance
Is Taiwan Semiconductor Manufacturing (TSM) One of the Top AI Stocks to Buy According to Philippe Laffont?
Neha Gupta
Mon, July 6, 2026 at 8:24 AM PDT 2 min read
2330.TW
-2.03%
TSM
+1.02%
Trade TSM on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) is one of the top AI stocks to buy, according to billionaire Philippe Laffont. On June 29, Barclays reiterated
2026-07-06
news.google.com
2026-07-06
Seeking Alpha