Semiconductor News & Analysis Feed
190 articles
2026-06-27
www.twelfthmagpie.com
2026-06-27
twelfthmagpie.com
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
2026-06-26
www.storagenewsletter.com
2026-06-26
StorageNewsletter
2026-06-26
tomshardware.com
2026-06-26
Luke James
Microsoft has extended its free consumer Windows 10 Extended Security Updates (ESU) program by a year, pushing the cutoff for critical security patches to October 14th, 2027.
2026-06-26
kfgo.com
2026-06-26
The Mighty 790 KFGO
By Shashwat Chauhan and Joel Jose
June 26 (Reuters) – Nasdaq futures slid more than 1% on Friday, as chipmakers came under renewed selling pressure after a stellar run this quarter, with investors questioning high valuations and the repercussions of massive AI spending by companies.
Micron Technology shed 6.4% in premarket trading after jumping more than 15% in the previous session. Intel and A
2026-06-26
www.reuters.com
2026-06-26
Reuters
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2026-06-26
ca.finance.yahoo.com
2026-06-26
Yahoo! Finance Canada
Wall St futures fall as chip stocks resume slide after Micron-led rally
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Wall St futures fall as chip stocks resume slide after Micron-led rally
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., June 24, 2026. REUTERS/Brendan McDermid
Reuters
Fri, June 26, 2026 at 2:47 a.m. PDT 3 min read
MU
+15.81%
^IXIC
-0.46%
AAPL
-6.15%
INTC
+0.73%
NVDA
-1.59%
June
2026-06-26
digitimes.com
2026-06-26
The global memory market is facing a structural supply-demand imbalance that shows little sign of easing. Micron's stronger-than-expected quarterly results have drawn fresh attention from investors and the technology industry, while the broader supply picture remains tight.
2026-06-26
www.investopedia.com
2026-06-26
Investopedia
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2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
U.S. stocks struggle to end positively despite great Micron's 3Q results, in-line inflation
Jun 25, 2026, 4:05 PM ETDow Jones Industrial Average Index (DJI), COMP:IND, SP500MU, US10Y, US2Y
, US30Y
By: Monica L. Correa, SA News Editor
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Wall Street's major averages closed mixed even after blockbuster fiscal third-quarter results from Micron (MU) that failed t
2026-06-26
www.bloomberg.com
2026-06-26
Bloomberg
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2026-06-26
cnycentral.com
2026-06-26
WSTM
Micron Technology, Inc. reported record financial results for its fiscal third quarter of 2026, driven by surging demand for memory and storage products tied to artificial intelligence and data center expansion.
The Boise-based semiconductor company said revenue for the quarter ended May 28 reached $41.5 billion, up from $23.9 billion in the prior quarter and $9.30 billion a year earlier.
Net in
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Sandisk, Western Digital, and others soar as Micron results 'justify elevated valuations'
Ines Ferré · Senior Business Reporter
Updated Thu, June 25, 2026 at 7:50 AM PDT 1 min read
MU
+13.02%
AMD
+0.11%
NVDA
-1.45%
INTC
-1.24%
MRVL
-0.50%
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Trading disclosure
What happened: Memory and storage stocks rallied on Thursday. Shares of Sandisk (SNDK) and Western Digital (WDC) g
2026-06-25
www.investopedia.com
2026-06-25
Investopedia
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2026-06-25
www.euronews.com
2026-06-25
Euronews
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2026-06-25
www.ktvb.com
2026-06-25
KTVB
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2026-06-25
digitimes.com
2026-06-25
On June 24, Micron Technology reported record fiscal third-quarter results and issued a fourth-quarter forecast that significantly exceeded market expectations, reinforcing investor confidence in the AI infrastructure boom. Analysts said the company's expanding portfolio of multi-year customer agreements could help reduce the memory industry's traditional volatility, while persistent supply constr
2026-06-25
digitimes.com
2026-06-25
Co-packaged optics (CPO) is rapidly emerging as a foundational architecture for next-generation AI infrastructure. With Nvidia's latest Scale-Up CPO switch roadmap now taking shape, bandwidth per AI rack is set to increase from approximately 130 TB/s in the Blackwell generation to more than 1 PB/s in the Feynman era, spanning Blackwell, Rubin, Rubin Ultra, and Feynman platforms. As a result, the g
2026-06-25
www.investopedia.com
2026-06-25
Investopedia
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2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
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