Semiconductor News & Analysis Feed
515 articles
2026-07-02
ts2.tech
2026-07-02
TechStock²
1 JULY 2026
NASDAQ:MU·NYSE:GM·STOCK MARKET·TECHNOLOGY
3 MINS READ
MICRON (NASDAQ:MU) FALLS AFTER GM CONTRACT, TRADERS WEIGH AI MEMORY BETS
BY IWONA MAJKOWSKA
NEW YORK, July 1, 2026, 14:13 EDT
Micron Technology, Inc. NASDAQ:MU dropped around 9.8% after hours, falling harder than most major AI-chip names and semiconductor ETFs.
Micron lost about $130 billion in value from Tuesday’s close, wiping
2026-07-02
www.marketwatch.com
2026-07-02
MarketWatch
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade
David Beren
Wed, July 1, 2026 at 9:17 AM PDT 6 min read
NVDA
+0.71%
MSFT
+0.54%
GOOGL
+0.16%
META
+2.55%
AMZN
+0.75%
Explore stocks on Coinbase
Trading disclosure
Quick Read
SOXX delivered a 103% year-to-date return versus SMH's 75%, proving capped, broader exposure across 34 holdings beats concent
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
Three years into the artificial intelligence buildout, hyperscaler spending has carried semiconductors from a cyclical play to the highest-beta vehicle in the equity market. Microsoft, Google, Meta, and Amazon are guiding combined 2026 capital expenditures above $400 billion, up from roughly $230 billion in 2024, and most of that flows through chip designers, foundries, memory makers, and lithogra
2026-07-02
www.marketwatch.com
2026-07-02
MarketWatch
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2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
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2026-07-01
tradersunion.com
2026-07-01
Traders Union
Nebius Group (NBIS) stock is trading at $276.17, marking a strong session with a daily rise of 5.75%. The price stands firmly above its key moving averages, signaling persistent momentum relative to recent averages.
The launch of full production for NVIDIA's Vera Rubin platform on June 1, 2026, with shipments this fall to eight cloud partners including Nebius, is a pivotal development, according
2026-07-01
beth-kindig.medium.com
2026-07-01
Beth Kindig – Medium
Micron Is Up 900%. Here’s Why the AI Memory Trade May Still Have Room to Run
Beth Kindig
Follow
17 min read
·
Jul 1, 2026
Press enter or click to view image in full size
This article was originally published on I/O Fund on June 26, 2026
In less than a year’s time, memory stocks have gone from just another way to play the AI trade to arguably its biggest beneficiaries from a return perspective.
M
2026-07-01
www.cnbc.com
2026-07-01
CNBC
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2026-07-01
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2026-07-01
24/7 Wall St.
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2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
news.google.com
2026-06-30
Stock Traders Daily
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Applied Materials (AMAT) Remains Favored as ASML Emerges as Top Catch-Up Trade
Ghazal Ahmed
June 30, 2026 1 min read
AMAT
-9.84%
ASML.AS
-7.17%
LRCX
-8.67%
KLAC
-8.71%
NVDA
-1.48%
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Trading disclosure
Applied Materials (NASDAQ:AMAT) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
On June 29, Cantor Fitzgerald analyst C.J. Muse raised the
2026-06-30
news.stocktradersdaily.com
2026-06-30
Stock Traders Daily
STOCK ANALYSIS
Technical Reactions to GAA Trends in Macro Strategies
June 30, 2026, 05:34 am ET
BY Quantitative Research Desk - Contributor
Editor: Thomas H. Kee Jr. (Follow on LinkedIn)
Key findings for Cambria Global Asset Allocation Etf (NYSE: GAA)
Weak Near-Term Sentiment Could Challenge Long-Term Strength
No clear price positioning signal identified.
Elevated downside risk as no additional lo
2026-06-30
digitimes.com
2026-06-30
Nexchip Semiconductor has filed for a Hong Kong listing to fund expansion, following rapid revenue growth and a stronger market position. The prospectus highlights its scale in display driver chips and image sensors, while also warning investors about customer concentration, heavy capital needs, and exposure to shifting trade policy.
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
tradersunion.com
2026-06-30
Traders Union
Cadence Design Systems announced that registration is now open for CadenceLIVE Singapore 2026. The event is set for July 13.
Attendees can experience 'Design for AI and AI for Design' in action. The event offers opportunities to connect with industry leaders, experts, and innovators and to explore the latest trends shaping the future of electronic design.
CDNS is currently trading at $375.65, wh
2026-06-30
www.cnbc.com
2026-06-30
CNBC
Micron Technology
’s monster post-earnings rally is almost gone.
Shares of the maker of memory chips traded as low as $1,023.65 on Monday, down 18% from the 52-week high reached on Thursday. Monday’s session low is also nearly $25 below the stock’s closing level on Wednesday before Micron reported fiscal third-quarter revenues that blew past analyst expectations.
The sharp about-face has spurred
2026-06-29
news.google.com
2026-06-29
Benzinga
2026-06-29
www.moomoo.com
2026-06-29
Moomoo
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