Semiconductor News & Analysis Feed
2426 articles
2026-07-08
www.tradingkey.com
2026-07-08
TradingKey
Texas Instruments Inc (TXN) moved up by 3.14%. The Technology Equipment sector is up by 0.54%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 0.39%; SanDisk Corporation (SNDK) up 2.06%; NVIDIA Corp (NVDA) up 0.62%.
Texas Instruments (TXN) experienced notable upward price movement and heightened intraday volatility, driven by strong f
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
ASML Holding (
ASML
+3.31%
) is one of the most important companies in the global semiconductor ecosystem. The Dutch bellwether makes advanced chipmaking equipment used by leading foundries, memory manufacturers, and integrated device manufacturers (IDMs) to print chips that power a range of applications.
These advanced chips are made using ASML's extreme ultraviolet lithography (EUV) machines, w
2026-07-08
www.tradestation.com
2026-07-08
TradeStation
Options
Technology
Stocks
July 8, 2026
Options Alert: Can Nvidia Traders Turn Time into Money?
One big options trader is trying to turn time into money as Nvidia holds a key level.
This significant activity was detected yesterday in the semiconductor giant:
Some 42,010 July 200 calls traded for $2.37 and $2.38 against open interest of 94,548 contracts.
Some 42,010 September 195 calls changed ha
2026-07-08
www.insidermonkey.com
2026-07-08
Insider Monkey
HEDGE FUNDS
-
NEWS
Jim Cramer’s 22 Stock Calls Including Meta, NVIDIA, and AI Opportunities in the Neocloud Space
Published on July 8, 2026 at 9:17 am by SYEDA SEIRUT JAVED in Hedge Funds, News
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In this article, we will look at Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. The host of CNBC’s Mad Money said on Monday that inve
2026-07-08
www.benzinga.com
2026-07-08
Benzinga
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2026-07-08
www.fool.com
2026-07-08
The Motley Fool
Micron (
MU
+4.92%
) has been an incredibly popular stock to invest in over the past few months. So far in 2026, it's up around 225%, making it the second-best stock in the S&P 500 (
^GSPC
+0.38%
) this year. However, it has sold off over the past few days with general weakness in the AI sector, and is down nearly 20% from its all-time high.
The same catalysts that existed a few months ago are st
2026-07-08
www.msn.com
2026-07-08
MSN
Top 2026 performers: Micron and Sandisk lead the S&P 500, with year-to-date gains of 242% and 635% respectively, despite recent pullbacks from record highs.
Shortage to persist: Management expects tight DRAM and NAND supply beyond 2027 due to AI-driven data center demand and delayed new fabrication capacity.
Valuations remain low: Even after huge rallies, both trade under 14x forward earnings, w
2026-07-08
www.msn.com
2026-07-08
MSN
Top 2026 performers: Micron and Sandisk lead the S&P 500, with year-to-date gains of 242% and 635% respectively, despite recent pullbacks from record highs.
Shortage to persist: Management expects tight DRAM and NAND supply beyond 2027 due to AI-driven data center demand and delayed new fabrication capacity.
Valuations remain low: Even after huge rallies, both trade under 14x forward earnings, w
2026-07-08
www.bloomberg.com
2026-07-08
Bloomberg.com
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Get the most important global
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
The artificial intelligence (AI) revolution has been led by semiconductor stocks, as chipmakers are the vehicles that enable AI. Chip stocks have been the hottest on the market through the AI boom, but there has been some pullback this year as investors are concerned about high valuations and whether huge investments are actually paying off for some companies.
Investors hesitant to jump into AI s
2026-07-08
news.google.com
2026-07-08
U.S. News - Money
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
Over the past year, the artificial intelligence (AI) infrastructure build-out has ignited unprecedented demand for high-performance memory (HBM). Hyperscalers and neoclouds need more than just GPUs to fill their data centers, because to power and train AI models, those processors need rapid access to massive amounts of data, and that data has to live somewhere.
Against this backdrop, surging dema
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
Right now, Nvidia (
NVDA
+4.08%
) is on top of the world.
Not only is the semiconductor company the largest in the world by market capitalization, but it's also posting growth numbers that would make most small tech start-ups envious. In the most recent quarter alone, Nvidia increased its revenue by 74.6% and its net income by a jaw-dropping 120.7%.
But can the company keep this up over the next
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
The largest company in the world, Nvidia (
NVDA
+4.08%
), has had a bit of a rough stretch in recent months. Its stock peaked in May, but declined around 17% since then. That's not an insignificant decline, and leaves investors wondering when the next rally could be coming.
I think there are some catalysts later on in July that could cause Nvidia's stock to rocket back to all-time highs, and inve
2026-07-08
www.newelectronics.co.uk
2026-07-08
New Electronics
www.newelectronics.co.uk
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2026-07-08
www.fool.com
2026-07-08
The Motley Fool
Samsung Electronics (
SSNLF
+0.00%
) just issued preliminary results pointing to the most profitable quarter in its history. The South Korean electronics giant said Tuesday that it expects second-quarter operating profit of about 89.4 trillion won, or roughly $58 billion. That is a more than 19-fold jump from a year ago. And revenue is expected to come in around 171 trillion won, up about 129% yea
2026-07-08
digitimes.com
2026-07-08
As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While the critical role GPUs have played across the AI compute landscape is not in doubt, the expansion of inference, reasoning, and agentic AI is placing CPUs back at the center of the AI hardware race.
2026-07-08
digitimes.com
2026-07-08
South Korean equipment maker Hanmi Semiconductor is moving beyond high-bandwidth memory (HBM) tools into advanced chip packaging, a shift that could affect the global semiconductor supply chain. As ASE boosts capacity to meet TSMC-linked demand, Hanmi is positioning for broader sales growth in the second half of 2026 and beyond.
2026-07-08
digitimes.com
2026-07-08
Samsung Electronics has started mass production of its PM1763 enterprise SSD, a PCIe 6.0-based drive built for AI infrastructure and slated for Nvidia's next-generation Vera Rubin platform, expanding the company's AI memory strategy beyond HBM into high-performance server storage.
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
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