Semiconductor News & Analysis Feed
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2026-06-27
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2026-06-27
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2026-06-27
Yahoo Finance
Micron Just Beat Wall Street and It ‘Reset the Entire Industry’
Omor Ibne Ehsan
Fri, June 26, 2026 at 9:55 AM PDT 4 min read
MU
+0.79%
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Trading disclosure
Quick Read
Micron (MU) guided Q4 revenue to $50B, roughly $7B above Wall Street consensus, sending the stock up 16% to an all-time high.
GAAP gross margins expanded from 38% to 85% year over year, a software-like profile dr
2026-06-27
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2026-06-27
Zacks Investment Research
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2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron Grew 10X in 12 Months. Can It Do It Again?
Rich Duprey
Fri, June 26, 2026 at 9:23 AM PDT 4 min read
MU
+0.79%
NVDA
+2.63%
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Trading disclosure
Quick Read
$MU's profits surged 15x in 12 months while the stock grew tenfold, yet it still trades at just 8x forward earnings.
Tim Cook called the memory price surge a '100-year flood' as Micron's HBM production sells out
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
__fail__
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron Just Delivered Great News for Intel, AMD, Arm, and Qualcomm Stock Investors
Jeremy Bowman, The Motley Fool
Fri, June 26, 2026 at 9:05 AM PDT 4 min read
MU
+0.79%
NVDA
+2.63%
AAPL
+2.70%
INTC
+6.01%
AMD
+7.68%
Explore stocks on Coinbase
Trading disclosure
Micron (NASDAQ: MU) just faced the latest litmus test in the AI boom and passed with flying colors, with revenue jumping 346% and earning
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
BofA Sees AI Driving the Next $1 Trillion in Semiconductor Revenue
Fiona Craig
Fri, June 26, 2026 at 8:44 AM PDT 3 min read
BAC
-1.55%
Trade BAC on Coinbase
Trading disclosure
Artificial intelligence applications ©Shutterstock
Bank of America believes artificial intelligence will accelerate growth across the semiconductor industry, helping generate an additional $1 trillion in chip sales over the
2026-06-26
news.google.com
2026-06-26
Yahoo Finance
2026-06-26
sg.finance.yahoo.com
2026-06-26
Yahoo Finance Singapore
Why Is Synopsys (SNPS) Down 5.3% Since Last Earnings Report?
Why Is Synopsys (SNPS) Down 5.3% Since Last Earnings Report? · Zacks
Zacks Equity Research
Fri, 26 June 2026 at 8:30 am GMT-7 4 min read
SNPS
-0.27%
^GSPC
+0.79%
It has been about a month since the last earnings report for Synopsys (SNPS). Shares have lost about 5.3% in that time frame, underperforming the S&P 500.
Will the recent nega
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Micron Stock Slipped on Friday
Rich Smith, The Motley Fool
Fri, June 26, 2026 at 8:14 AM PDT 2 min read
MU
+0.79%
NVDA
+2.63%
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Trading disclosure
The rollercoaster ride that is investing in Micron (NASDAQ: MU) stock took another turn Friday, as shares of the computer memory maker slid 4% through 10:40 a.m. ET.
You can blame OpenAI for that.
Missed Nvidia in 2009? T
2026-06-26
eetimes.com
2026-06-26
Onsemi’s $7B Synaptics grab bets edge AI will leave data centers and invade machines.
2026-06-26
www.tradingview.com
2026-06-26
TradingView
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Can ASE Technology Benefit From Expanding AI Infrastructure?
Can ASE Technology Benefit From Expanding AI Infrastructure?
3 min read
3711
+3.24%
ASE Technology Holding Co., Ltd. ASX is emerging as a key beneficiary of the global artificial intelligence (AI) infrastructure buildout. As demand for AI accelerators, high-bandwidth memory and advanced chip packaging grows, the company i
2026-06-26
news.google.com
2026-06-26
EE Times
2026-06-26
news.google.com
2026-06-26
Proactive financial news
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Stock Emerges as Wall Street’s Top Growth Pick
Ruchi Gupta
June 26, 2026 4 min read
MU
-5.49%
NVDA
-1.39%
AMD
-4.26%
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Trading disclosure
Micron Technology (MU) is a Boise, Idaho-based global memory and storage semiconductor company founded in 1978 in a converted dental office and today is one of only three companies on Earth capable of manufacturing cutting-edge D
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
ON Semiconductor Tumbles 20%: Is It Dragging Down Semiconductor Names Like AMD and Intel?
David Moadel
Fri, June 26, 2026 at 7:16 AM PDT 4 min read
ON
+6.74%
SYNA
+5.84%
AMD
+7.68%
INTC
+6.01%
MU
+0.79%
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Trading disclosure
Quick Read
ON Semiconductor plunged 20% to $95 after announcing a $7 billion all-stock Synaptics deal, wiping out most of its 119% year-to-date rally.
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Onsemi shares slide on $7B Synaptics deal
Proactive
June 26, 2026 1 min read
ON
+3.80%
SYNA
+3.92%
Explore stocks on Coinbase
Trading disclosure
Onsemi shares slide on $7B Synaptics deal Proactive uses images sourced from Shutterstock
Onsemi (NASDAQ:ON) shares fell about 19% on Thursday after the semiconductor company announced an agreement to acquire Synaptics (NASDAQ: SYNA) in an all-stock tran
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Vishay vs. ON Semiconductor: Which Auto Chip Stock Has More Upside?
Indrajit Bandyopadhyay
Fri, June 26, 2026 at 7:05 AM PDT 5 min read
ON
+6.74%
VSH
-4.44%
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Trading disclosure
Automotive electrification, rising semiconductor content per vehicle, and AI-driven infrastructure spending continue to reshape the semiconductor landscape. These factors are creating significant
2026-06-26
ca.finance.yahoo.com
2026-06-26
Yahoo! Finance Canada
Onsemi shares slide on $7B Synaptics deal
Proactive
June 26, 2026 1 min read
ON
-3.60%
SYNA
-5.65%
Onsemi shares slide on $7B Synaptics deal Proactive uses images sourced from Shutterstock
Onsemi (NASDAQ:ON) shares fell about 19% on Thursday after the semiconductor company announced an agreement to acquire Synaptics (NASDAQ: SYNA) in an all-stock transaction valued at approximately $7 billion.
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