Semiconductor News & Analysis Feed
2432 articles
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Shares of semiconductor equipment giant ASML Holdings (
ASML
+1.23%
) rallied 24.3% in June, according to data from S&P Global Market Intelligence.
ASML didn't report any financial news during the month; however, there were numerous positive news items on ASML and semiconductor investment generally. Elon Musk visited the company's headquarters around the same time as Space Exploration Technologie
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Micron Technology (
MU
+1.24%
) investors have been a happy bunch in the market this past year. It's not a secret why: The stock is up 272% since 2026 began. Many investors wait decades before seeing 3x or greater returns, yet Micron did it in just six months.
With a return like that in such a short time, some investors may wonder if Micron's best days are already accounted for. But Micron's mana
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
After a stunning surge in Micron Technology (
MU
+1.24%
), investors are weighing rich recent gains against the realities of a cyclical memory market. Consider what today's price may already assume about tomorrow's demand, then watch the video for deeper insight.
*This video was published on Jun. 17, 2026.
2026-07-03
news.google.com
2026-07-03
U.S. News - Money
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Microsoft (
MSFT
1.42%
) and Nvidia (
NVDA
+3.74%
) are two heavyweights in the technology world and key players in artificial intelligence (AI). Microsoft seems to have its hand in every tech market segment, especially anything involving enterprise customers. Meanwhile, Nvidia has become the de facto leader in GPU chips used in AI data centers.
Both stocks have made investors very wealthy over t
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
As the artificial intelligence boom matures, investors must decide between proven giants and emerging specialized players. Comparing Broadcom (
AVGO
+5.12%
) and Navitas Semiconductor (
NVTS
6.22%
) reveals two very different paths to potential long-term returns.
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AVGO & NVTS: Performance Comparison
AVGO (Broadcom)
NVTS (Navitas Semiconductor)
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AVGO
2026-07-03
www.tradingkey.com
2026-07-03
TradingKey
On July 2, Eastern Time, U.S. markets diverged as AI hardware stocks retreated, causing the Nasdaq and Philadelphia Semiconductor Index to decline while the Dow hit a record high. BofA Securities attributes current volatility to supply-demand imbalances but remains optimistic due to strong underlying economic fundamentals. The market's growth leadership is shifting from mega-cap tech toward pro-cy
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Micron Technology (
MU
+0.91%
) delivered fantastic results for the third quarter of fiscal 2026 (which ended on May 28) on June 24. The memory specialist not just crushed Wall Street's expectations by a mile, but its guidance made it clear that the red-hot demand for memory chips isn't going away any time soon.
Micron stock jumped nearly 16% after its blowout quarterly report. The company's perf
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Nvidia and Micron Technology have drawn significant investor attention as they power AI infrastructure, but savvy investors may also want to turn some of that attention to Applied Materials (
AMAT
+4.25%
). Applied Materials doesn't make chips, but it designs vital equipment that chipmakers use to create their chips.
In short, Applied Materials is an enabler of chipmakers, but that's not the only
2026-07-02
www.tradingkey.com
2026-07-02
TradingKey
Micron Technology Inc (MU) moved down by 4.27%. The Technology Equipment sector is down by 1.71%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 4.27%; SanDisk Corporation (SNDK) down 9.98%; NVIDIA Corp (NVDA) down 0.80%.
Micron Technology is experiencing notable downward pressure and heightened intraday volatility as investors eng
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
The semiconductor industry is playing an instrumental role in the proliferation of artificial intelligence (AI). The training and deployment of AI models and inference applications wouldn't have been possible without chips, which explains why semiconductor companies have witnessed terrific growth in revenue and earnings in recent years.
Moreover, chips are also needed to run AI workloads locally
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
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2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Outside of electricity and processing power, one of the biggest bottlenecks controlling the pace of the artificial intelligence infrastructure build-out is the amount of memory chips and data storage solutions available. Demand far exceeds supply right now, and that has allowed both Micron Technology (
MU
+0.24%
) and Sandisk (
SNDK
+1.20%
) to thrive.
Each offers different solutions, but both ha
2026-07-02
www.tradingkey.com
2026-07-02
TradingKey
Micron shares recently retraced over 10% from record highs, reflecting a sector-wide memory market reset despite an 855% annual gain. Fiscal Q3 results surpassed expectations with $41.46 billion in revenue, supported by a structural supply-demand imbalance and robust long-term agreements, including a strategic deal with GM. While management anticipates growth through 2027, potential headwinds incl
2026-07-02
tomshardware.com
2026-07-02
Kunal Khullar
Intel's Arrow Lake Refresh processors remain among the company's strongest desktop offerings, but newly updated pricing makes both CPUs noticeably more expensive than when they debuted in March.
2026-07-02
www.insidermonkey.com
2026-07-02
Insider Monkey
NEWS
Why Analysts Are Growing More Bullish on Cadence Design Systems, Inc. (CDNS)
Published on July 2, 2026 at 7:28 am by RAMEEN KASANA in News
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Cadence Design Systems, Inc. (NASDAQ:CDNS) is among the most profitable software stocks to buy right now. As of June 30, Cadence Design Systems, Inc. (NASDAQ:CDNS) has a Buy rating from 85% of the analysts covering the stock, with the remaining 15%
2026-07-02
tomshardware.com
2026-07-02
Jowi Morales
The individuals were charged with fraud and money laundering for breaking U.S. export controls, even though they do not legally apply in Singapore.
2026-07-02
www.marketwatch.com
2026-07-02
MarketWatch
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2026-07-02
www.linkedin.com
2026-07-02
LinkedIn
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Everyone's talking about AI chips. But what makes those chips powerful in the first place?
‘Without advanced packaging, there is no AI,’ says Audrey Charles, SVP, Advanced Packaging & President, Lam Capital.
In this episode of Voices From The Valley, Audrey expla
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Micron Technology (
MU
1.64%
) is a candidate for stock of the year halfway through 2026. Its shares are trading up about 309% so far in 2026, making it the second-best performing stock in the S&P 500 (
^GSPC
0.89%
), trailing only Sandisk, another memory chipmaker. Its newfound success has also allowed it to join the $1 trillion valuation club.
But after the stock has quadrupled to start the yea