Semiconductor News & Analysis Feed
2892 articles
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story
Omor Ibne Ehsan
Thu, June 25, 2026 at 10:15 AM PDT 4 min read
AVGO
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MU
+17.14%
NVDA
-2.33%
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Micron trades at 9x forward earnings after 7 straight EPS beats, as Arya argues memory has permanently shifted from cyclical chip to AI essential.
NV
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Strong Earnings Demonstrate Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Key Role in The AI-Capex Cycle
Soumya Eswaran
Thu, June 25, 2026 at 9:55 AM PDT 3 min read
2330.TW
0.00%
TSM
-0.32%
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Janus Henderson Investors, an investment management company, released its first-quarter 2026 investor letter for the "Global Sustainable Equity Fund". A co
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Just Locked In $100 Billion in Sales, and Wall Street Thinks the Boom-Bust Chip Cycle Is Dead
Omor Ibne Ehsan
Thu, June 25, 2026 at 9:30 AM PDT 4 min read
MU
+16.13%
NVDA
-1.91%
QCOM
+5.92%
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Micron locked $100 billion in guaranteed sales through 2030 and hit 84% gross margins; Qualcomm raised its non-handset revenue target to $40 bill
2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
Memory chip shortage is pushing Apple prices higher
Yahoo Finance and Julie Hyman
Thu, 25 June 2026 at 9:30 am GMT-7
AAPL
-6.15%
Apple is expected to raise prices across its product lineup as memory chip shortages increase component costs. Yahoo Finance Tech Editor Dan Howley joins Julie Hyman on Market Catalysts to discuss what the price hikes could mean for consumers and Apple's hardware busine
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Memory chip shortage is pushing Apple prices higher
Yahoo Finance and Julie Hyman
Thu, June 25, 2026 at 9:30 AM PDT
AAPL
-4.55%
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Apple is expected to raise prices across its product lineup as memory chip shortages increase component costs. Yahoo Finance Tech Editor Dan Howley joins Julie Hyman on Market Catalysts to discuss what the price hikes could mean
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Micron earnings beat may fuel AI trade optimism
Yahoo Finance Video
Thu, June 25, 2026 at 9:27 AM PDT
MU
+17.10%
^GSPC
+0.10%
NVDA
-2.25%
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Yahoo Finance Senior Business Reporter Ines Ferre and Sevens Report Research Founder Tom Essaye break down Micron's (MU) earnings beat and stronger-than-expected guidance. They discuss how record revenue and gro
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Forget Intel: 1 Semiconductor Juggernaut to Buy Hand Over Fist While Turnaround Hype Rules Wall Street
Alex Sirois
Thu, June 25, 2026 at 9:26 AM PDT 3 min read
2330.TW
0.00%
INTC
-1.30%
NVDA
-2.13%
9984.T
+7.90%
TSM
-0.54%
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Quick Read
TSMC dominates AI chip manufacturing with 72% foundry market share, a 46% profit margin, and trades at just 30x forward
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Micron's blowout earnings are a headache for Apple
Jared Blikre
Thu, June 25, 2026 at 9:19 AM PDT 2 min read
MU
+16.11%
AAPL
-4.84%
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Trading disclosure
Micron's blowout earnings sent the stock soaring Thursday, but the bigger market message showed up in Apple's share price.
Investors are rewarding Micron (MU) for a global memory squeeze that has pushed pricing power
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Everyone Is Talking About Micron
Bram Berkowitz, The Motley Fool
Thu, June 25, 2026 at 9:15 AM PDT 4 min read
MU
+16.01%
NVDA
-1.89%
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In recent weeks, the market has shown artificial intelligence fatigue, as concerns have mounted and investors wonder whether the rally can continue without a pullback first.
However, some of the AI-bottleneck trades
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Goldman Sachs resets Micron stock target with a twist
Moz Farooque
Thu, June 25, 2026 at 9:06 AM PDT 5 min read
MU
+16.57%
GS
-0.73%
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Trading disclosure
Micron Technology's (MU) Q3 2026 earnings report landed on June 24, giving the AI trade a badly needed jolt.
Goldman Sachs had cautioned that the positioning was bullish, expectations were high, and the stock's huge run
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why I Continue to Prioritize AMD Stock Over Nvidia
Will Healy, The Motley Fool
Thu, June 25, 2026 at 9:05 AM PDT 5 min read
NVDA
-1.81%
AMD
+1.57%
^GSPC
+0.34%
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In June 2022, I made what was likely a mistake by choosing to buy Advanced Micro Devices (NASDAQ: AMD) stock over Nvidia (NASDAQ: NVDA). It was a cheaper stock in terms of valuation, and this w
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Soars Post Q3 Earnings on AI Memory Crunch: ETFs to Watch
Sanghamitra Saha
Thu, June 25, 2026 at 9:00 AM PDT 3 min read
MU
+17.17%
FTXL
+3.93%
CHPX
+3.01%
KNO
0.00%
MUU
+34.06%
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On June 24, 2026, Micron Technology MU delivered another blockbuster quarter, reinforcing the strength of the AI memory cycle. The stock jumped 15% in after-hours tradin
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
onsemi vs. STMicroelectronics: Which EV Chip Stock Is the Better Buy?
Shrabana Mukherjee
Thu, June 25, 2026 at 8:45 AM PDT 7 min read
STMPA.PA
+2.68%
ON
+3.20%
STM
+4.16%
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The electrification of transportation continues to create long-term opportunities for semiconductor companies specializing in power management, silicon carbide (SiC), sensors and aut
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
NVIDIA (NVDA) Projects $1 Trillion in AI Infrastructure Demand By 2027
Soumya Eswaran
Thu, June 25, 2026 at 8:38 AM PDT 3 min read
NVDA
-2.23%
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Antipodes Partners published its "Antipodes Global Strategy" first-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be dow
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Is Micron a Buy After Its Blowout Earnings Report?
Adria Cimino, The Motley Fool
Thu, June 25, 2026 at 8:30 AM PDT 4 min read
MU
+16.81%
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Trading disclosure
Micron Technology (NASDAQ: MU) has become one of the key players in the artificial intelligence (AI) boom. When we think of AI, our first thought may be the chips powering AI tasks -- but these chips must be accompanied by
2026-06-25
ca.finance.yahoo.com
2026-06-25
Yahoo! Finance Canada
Micron joins rivals pitching AI deals as cure for memory's boom-bust cycle
FILE PHOTO: Micron logo is seen in this illustration taken June 11, 2026. REUTERS/Dado Ruvic/Illustration/File Photo · Reuters
By Stephen Nellis, Zaheer Kachwala and Aditya Soni
Thu, June 25, 2026 at 8:22 a.m. PDT 3 min read
MU
+16.17%
005930.KS
+5.29%
000660.KS
+13.06%
NVDA
-0.98%
By Stephen Nellis, Zaheer Kachwala and Ad
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron joins rivals pitching AI deals as cure for memory's boom-bust cycle
Stephen Nellis, Zaheer Kachwala and Aditya Soni
Thu, June 25, 2026 at 8:22 AM PDT 3 min read
MU
+17.69%
005930.KS
+5.29%
000660.KS
+13.06%
NVDA
-2.19%
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Trading disclosure
By Stephen Nellis, Zaheer Kachwala and Aditya Soni
SAN FRANCISCO, June 25 (Reuters) - Memory chipmakers have for decades been
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
LIVE
Updated Today at 1:09 AM GMT+8
Tech stocks live: AI memory trade roars back after Micron earnings crush estimates
Daniel Howley · Technology Editor
Updated Thu, June 25, 2026 at 8:04 AM PDT 1 min read
MU
+17.09%
QCOM
+5.60%
IBM
-1.63%
^IXIC
-0.33%
BABA
-4.46%
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Micron's (MU) third quarter earnings on Wednesday delivered a powerful signal to AI trad
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron's $50 Billion Forecast Sends AI Chip Trade Higher
Khac Phu Nguyen
Thu, June 25, 2026 at 7:56 AM PDT 2 min read
MU
+14.34%
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Trading disclosure
This article first appeared on GuruFocus.
Micron Technology (NASDAQ:MU) shares jumped in premarket trading after the company issued a fiscal fourth-quarter forecast that came in well ahead of Wall Street expectations. The largest
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron’s HBM Surge Could Redefine the AI Growth Story
Thomas Hughes, MarketBeat
June 25, 2026 5 min read
NVDA
-1.39%
MU
-5.49%
MU NASDAQ
financials
forecast
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Key Points
Interested in Micron Technology, Inc.? Here are five stocks we like better.
Micron reported fiscal Q3 revenue of $41.46 billion, up 345% year over year and roughly 1,550 basis points a