Semiconductor News & Analysis Feed
6264 articles
2026-07-08
news.google.com
2026-07-08
CNBC
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Should You Buy Micron Technology Stock While It Trades Below $1,000?
David Jagielski, CPA, The Motley Fool
Tue, July 7, 2026 at 9:46 AM PDT 3 min read
MU
+6.08%
NVDA
-0.46%
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Trading disclosure
Shares of Micron Technology (NASDAQ: MU) have been coming under pressure of late. While the company has been generating strong numbers in recent quarters and its valuation is seemi
2026-07-08
news.google.com
2026-07-08
Yahoo Finance
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Nvidia Is a $4.7 Trillion Company. Here's How Close It Is to Retaking $5 Trillion.
Daniel Sparks, The Motley Fool
Tue, July 7, 2026 at 9:31 AM PDT 5 min read
NVDA
-0.55%
Trade NVIDIA on Coinbase
Trading disclosure
Only one company in history has ever been worth $5 trillion: Nvidia (NASDAQ: NVDA) itself. The chipmaker first crossed the mark last October, then slipped back below it. After closing M
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Alphabet Vs. Taiwan Semiconductor: What Is The Better Stock To Buy Right Now
Alex Sirois
Tue, July 7, 2026 at 9:15 AM PDT 3 min read
GOOGL
-1.39%
2330.TW
-2.03%
GOOG
-1.35%
TSM
+0.69%
NVDA
-0.30%
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Trading disclosure
Quick Read
GOOGL's Cloud surged 63% to $20B with a $462B backlog while TSM's packaging capacity stays critically constrained despite 66% gross margins.
Alph
2026-07-08
tomshardware.com
2026-07-08
Jowi Morales
Chinese memory and storage manufacturer Longsys expects to post a massive increase in profits due to the AI-driven chip shortage.
2026-07-08
uk.finance.yahoo.com
2026-07-08
Yahoo Finance UK
SK Hynix Eyes Massive U.S. Listing: ETFs That Are Likely to Gain
SK Hynix Eyes Massive U.S. Listing: ETFs That Are Likely to Gain · Zacks
Sanghamitra Saha
Tue, 7 July 2026 at 9:00 am GMT-7 3 min read
EWY
+1.02%
SOXX
+4.06%
FPX
+2.77%
IPO
+2.89%
QQQ
+1.59%
South Korean memory chip giant SK Hynix is set to launch a U.S. listing on the Nasdaq, aiming to raise about $28 billion in what could become o
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Micron, Samsung, SK Hynix just dragged memory stocks into a bear market
Jared Blikre
Tue, July 7, 2026 at 8:45 AM PDT 2 min read
MU
+7.27%
005930.KS
+0.18%
000660.KS
+5.30%
DRAM
+5.59%
SNDK
+12.64%
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Trading disclosure
The AI memory trade finally cracked.
Micron (MU), Samsung (005930.KS), SK Hynix (000660.KS), and the Roundhill Memory ETF (DRAM) are all down more than 20
2026-07-07
fuelcellsworks.com
2026-07-07
Fuel Cells Works
From left to right: Dr. Karsten Wildberger, Federal Minister for Digital Transformation and Government Modernization; Jochen Hanebeck, CEO of Infineon Technologies AG; Michael Kretschmer, Prime Minister of the Free State of Saxony (Image by Infineon)
Dresden – Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) opened the Smart Power Fab in Dresden several months ahead of schedule. The new plant,
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Nvidia Bears are Blind: 3 Reasons to Ignore Them and Buy Now
Alex Sirois
Tue, July 7, 2026 at 8:31 AM PDT 4 min read
NVDA
-0.12%
Trade NVIDIA on Coinbase
Trading disclosure
Quick Read
NVIDIA's valuation has compressed to roughly 20x forward earnings even as the company delivered 85% year-over-year revenue growth at a 75% gross margin.
NVDA approved $80 billion in new buybacks and raised its divi
2026-07-07
www.cnbc.com
2026-07-07
CNBC
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2026-07-07
tomshardware.com
2026-07-07
Hassam Nasir
LG monitors apparently auto-install an app on your PC when you first connect them, all thanks to the Microsoft Store.
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Texas Instruments Stock: Powering AI Beyond The GPU
Trefis Team
Tue, July 7, 2026 at 7:33 AM PDT 4 min read
TXN
+2.90%
NVDA
-0.50%
AVGO
+3.95%
INTC
+2.03%
ADI
+2.34%
Explore stocks on Coinbase
Trading disclosure
Photo by TheDigitalArtist on Pixabay
AI has pushed Texas Instruments (TXN) stock to near all-time highs, with shares surging roughly 70% year to date.
TI makes none of the AI compute chi
2026-07-07
www.trefis.com
2026-07-07
Trefis
Texas Instruments Stock: Powering AI Beyond The GPU
July 7th, 2026 · by Trefis Team
TXNYTD+75.7%
SPYYTD+9.6%
QQQYTD+16.0%
Analyze TXN →
AI has pushed Texas Instruments (TXN) stock to near all-time highs, with shares surging roughly 70% year to date.
TI makes none of the AI compute chips everyone talks about, like Nvidia’s (NVDA ) GPUs and Broadcom’s (AVGO) custom chips. Instead, it builds analog
2026-07-07
www.investors.com
2026-07-07
Investor's Business Daily
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2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff
David Moadel
Tue, July 7, 2026 at 7:27 AM PDT 4 min read
AMD
+5.64%
INTC
+1.95%
^DJI
+0.37%
AMAT
+5.05%
005930.KS
+0.18%
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Trading disclosure
Quick Read
Samsung's record $58B quarterly profit still triggered a chip selloff, sinking Intel and Applied Materials each 10% and pushing
2026-07-07
news.google.com
2026-07-07
Shetland News
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Samsung brings memory's bear market into focus: Why SK Hynix's IPO seems ominous
Yahoo Finance Video
Tue, July 7, 2026 at 7:21 AM PDT
MU
+7.78%
005930.KS
+0.18%
SPCX
+2.86%
SNDK
+12.25%
Explore stocks on Coinbase
Trading disclosure
Samsung's (005930.KS) preliminary earnings results are causing volatility in the memory sector, just ahead of SK Hynix's (000660.KS) Friday IPO. Yahoo Finance Markets
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
AI Powering Semiconductor Sales: 4 Stocks to Boost Your Portfolio
AI Powering Semiconductor Sales: 4 Stocks to Boost Your Portfolio · Zacks
Ritujay Ghosh
Tue, July 7, 2026 at 7:19 AM PDT 4 min read
TXN
+3.43%
2330.TW
-2.03%
TSM
+0.46%
ADI
+2.62%
MCHPP
+4.79%
Explore stocks on Coinbase
Trading disclosure
The dream run for the semiconductor industry continues in 2026, with sales multiplying in each
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Prediction: Can Micron Keep Riding the AI Boom?
Vandita Jadeja
Tue, July 7, 2026 at 7:15 AM PDT 4 min read
MU
+7.24%
Trade MU on Coinbase
Trading disclosure
Quick Read
MU surged 242% year to date on AI memory demand, but Michael Burry shorted at $1,051 calling it AI hype, sending shares down nearly 20% in a week.
Reaching $1,500 by 2027 requires a 54% gain but only a 23x forward P/E on $65 EPS,