Semiconductor News & Analysis Feed
6343 articles
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Forget Nvidia: This Infrastructure Upstart Is The Real Backdoor AI Winner
Leo Sun, The Motley Fool
Fri, July 3, 2026 at 11:38 AM PDT 3 min read
NVDA
+3.65%
IREN
+8.01%
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Trading disclosure
Nvidia (NASDAQ: NVDA), the world's largest producer of data center GPUs, is the linchpin of the booming AI market. Most of the world's top AI companies use its GPUs to train their large
2026-07-04
finance.biggo.com
2026-07-04
finance.biggo.com
Samsung Electronics (005930) has entered final-stage negotiations with Anthropic, the developer of generative AI model Claude, to produce next-generation AI semiconductors. If the deal is finalized, adding another marquee customer alongside Tesla, Nvidia, and Apple, it would signal a full turnaround for Samsung's foundry business, which has struggled in recent years.
2026-07-04
www.zacks.com
2026-07-04
Zacks Investment Research
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2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Stocks making big moves this week: IPG Photonics, Micron, CarGurus, Qualcomm, and Qualys
Adam Hejl
Fri, July 3, 2026 at 10:38 AM PDT 2 min read
MU
+1.11%
IPGP
+5.88%
CARG
-2.09%
QCOM
+1.96%
QLYS
-2.55%
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Trading disclosure
Check out the companies making headlines this week:
IPG Photonics (NASDAQ:IPGP): Fiber laser manufacturer IPG Photonics (NASDAQ:IPGP) rose by 5.3% on
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Micron Remains a Buy as AI Memory Demand Surges
Faizan Farooque
Fri, July 3, 2026 at 9:59 AM PDT 1 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
Micron Technology Inc. (MU, Financials) has been one of the clearest winners of the AI spending boom. The problem for investors now is that almost everyone knows it.
Warning! GuruFocus has detected
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise
Nauman Khan
Fri, July 3, 2026 at 9:58 AM PDT 1 min read
HSBA.L
-2.16%
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
Micron Technology (NASDAQ:MU) remained in focus after HSBC said the chipmaker's latest quarterly results reinforce that artificial intelligence spending continues to suppor
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
The online investing platform Robinhood Markets (
HOOD
+0.58%
) is one of the go-to places for retail investors to buy stocks, as well as for other banking activities the platform now offers. Robinhood is also a good platform for gauging retail sentiment, which is important given retail's increased presence in the broader market.
Each month, Robinhood lists the 10 most widely held stocks on its p
2026-07-04
au.finance.yahoo.com
2026-07-04
Yahoo Finance Australia
Saylor makes a bold claim about MSTR and it involves Apple and Nvidia
Saylor makes a bold claim about MSTR and it involves Apple and Nvidia · TheStreet
Bibhu Pattnaik
Fri 3 July 2026 at 9:41 am GMT-7 2 min read
MSTR
-3.58%
AAPL
+0.88%
NVDA
+3.65%
Michael Saylor has never been short on confidence when it comes to Strategy's standing in financial markets. His latest post on X took that a step furth
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Here's What a $25,000 Investment in Nvidia Could Be Worth if History Repeats Itself
Bram Berkowitz, The Motley Fool
Fri, July 3, 2026 at 9:25 AM PDT 5 min read
NVDA
+3.65%
Trade NVIDIA on Coinbase
Trading disclosure
The artificial intelligence chip giant Nvidia (NASDAQ: NVDA) has struggled recently and is now down nearly 13% over the past month (as of July 1). After years of an incredible AI rall
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
SK Hynix Stock’s Upcoming U.S. Listing Is a Sign the Memory Trade Could Soon Topple. 2 Ways to Profit from the Pain.
Rob Isbitts
Fri, July 3, 2026 at 9:00 AM PDT 6 min read
000660.KS
+5.30%
BABA
+11.05%
MU
+1.11%
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Trading disclosure
South Korean memory giant SK Hynix is expected to list its American Depositary Receipts (ADRs) in the U.S. under the ticker SKHY. Its debut
2026-07-04
www.barchart.com
2026-07-04
Barchart.com
A corporate sign for SK Hynix by Tada Images via Adobe Stock
South Korean memory giant SK Hynix is expected to list its American Depositary Receipts (ADRs) in the U.S. under the ticker SKHY. Its debut is tentatively scheduled for Friday, July 10.
If all goes according to plan, the company will raise a staggering $29 billion. That would make it the largest ADR listing in recorded market history,
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
This Is the Single Most Important Number from Micron's Monster Earnings Report
Adam Spatacco, The Motley Fool
Fri, July 3, 2026 at 8:50 AM PDT 4 min read
MU
+1.11%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
Last week, the artificial intelligence (AI) community held its breath ahead of Micron Technology's (NASDAQ: MU) fiscal third-quarter earnings call. Both revenue and earnings per
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
3 Reasons Micron Stock Could Soar to $2,000
Sneha Nahata
Fri, July 3, 2026 at 8:30 AM PDT 4 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
Shares of Micron Technology (MU) have been on an extraordinary run, rising about 800% over the past year. Micron's explosive rally has been driven by soaring artificial intelligence (AI)-led demand for its high-bandwidth memory (HBM) chips and data
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
www.indexbox.io
2026-07-03
IndexBox
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Earnings Preview: What To Expect From Cadence Design’s Report
Subhasree Kar
Fri, July 3, 2026 at 8:17 AM PDT 2 min read
CDNS
+0.81%
Trade CDNS on Coinbase
Trading disclosure
Quarterly Report by SkazovD via Shutterstock
With a market cap of $102.9 billion, Cadence Design Systems, Inc. (CDNS) is a leading electronic design automation (EDA) software company that provides software, hardware, and inte
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Taiwan Semiconductor Manufacturing (
TSM
+1.09%
) is one of the most important semiconductor companies in the world, as it manufactures chips for almost all the leading companies that design chips for data centers, gaming consoles, smartphones, personal computers (PCs), cars, and factories, among other things.
It controls nearly three-fourths of the global foundry market, according to Counterpoin
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Palantir’s NVIDIA AI Collab Could Be a Game-Changer That Marks a Turn in the Stock
Joey Frenette
Fri, July 3, 2026 at 7:53 AM PDT 4 min read
PLTR
-1.60%
NVDA
+3.65%
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Trading disclosure
Quick Read
Palantir shares surged 18% in a week as investors rotate from semis into AI software.
A new deal using Nvidia's Nemotron to build government AI models squeezes short sellers an
2026-07-03
tomshardware.com
2026-07-03
Anton Shilov
Intel confirms price increases for Core Ultra 200S Plus, Xeon 6 processors, cites market dynamics, rising costs, soaring demand.
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks
David Moadel
Fri, July 3, 2026 at 7:18 AM PDT 4 min read
MU
+1.11%
NVDA
+3.65%
SOXX
+1.87%
AMAT
+2.89%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Burry shorted Micron and NVIDIA, betting on a 30% chip correction as Micron's 242% YTD rally reaches its most extreme technical extensio