Semiconductor News & Analysis Feed
2896 articles
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Synopsys (SNPS) Stock Gets Fair Value Trim As Analysts Weigh Ansys And IP Recovery
Bailey Pemberton
Wed, June 24, 2026 at 1:11 PM PDT 3 min read
SNPS
+0.53%
INTC
-0.48%
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Synopsys' modelled fair value has held effectively steady, edging fr
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron tops Q3 earnings estimates, offers better-than-expected outlook and declares dividend
Daniel Howley · Technology Editor
Updated Wed, June 24, 2026 at 3:14 PM PDT 2 min read
MU
-0.31%
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Micron (MU) announced its third quarter earnings after the bell on Wednesday, beating analysts' expectations on the top and bottom lines and surpassing estimates for the
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron (NASDAQ:MU) Reports Upbeat Q2, Stock Soars
Radek Strnad
Wed, June 24, 2026 at 1:08 PM PDT 4 min read
MU
-0.31%
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Memory chips maker Micron (NASDAQ:MU) reported Q2 CY2026 results topping the market's revenue expectations , with sales up 346% year on year to $41.46 billion. On top of that, next quarter's revenue guidance ($50 billion at the midpoint) was
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron forecasts strong quarterly results on soaring memory chip demand
Zaheer Kachwala and Anhata Rooprai
Wed, June 24, 2026 at 1:05 PM PDT 3 min read
MU
-0.31%
NVDA
-0.50%
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By Zaheer Kachwala and Anhata Rooprai
June 24 (Reuters) - Micron forecast quarterly profit and revenue well above expectations on Wednesday and said its customers had committed $
2026-06-25
sg.finance.yahoo.com
2026-06-25
Yahoo Finance Singapore
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Micron Technology, Inc. Reports Record Results for the Third Quarter of Fiscal 2026
Micron Technology, Inc.
Wed, 24 June 2026 at 1:01 pm GMT-7 14 min read
MU
-0.31%
Micron Technology, Inc.
Micron executes transformational Strategic Customer Agreements
BOISE, Idaho, June 24, 2026 (GLOBE NEWSWIRE) -- M
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm debuts line of AI data center chips and systems, increasing competition with Nvidia
Daniel Howley · Technology Editor
Wed, June 24, 2026 at 12:30 PM PDT 3 min read
QCOM
-3.29%
NVDA
-0.50%
MSFT
-2.27%
META
-0.81%
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Qualcomm (QCOM) is dramatically expanding its presence in the AI data center wars with a slew of announcements that include everythi
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Technology, Inc. (MU) Is One Of Billionaire David Tepper’s Top AI Stocks
Ramish Cheema
Wed, June 24, 2026 at 12:03 PM PDT 2 min read
MU
-0.31%
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Trading disclosure
We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. Micron Technology, Inc. (NASDAQ:MU) is one of the long-term stock picks.
Memory giant Micron Technology, Inc. (NASDAQ:MU) is a maj
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
QUALCOMM Inc. (QCOM) Is One Of Billionaire David Tepper’s Oldest AI Stocks
Ramish Cheema
Wed, June 24, 2026 at 12:01 PM PDT 2 min read
QCOM
-3.29%
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We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. QUALCOMM Inc. (NASDAQ:QCOM) is one of the long-term stock picks.
Appaloosa Management has held QUALCOMM Inc. (NASDAQ:QCOM)'s shares
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
ASML Holding N.V. (ASML) Is One Of Billionaire David Tepper’s Longest Held AI Stocks
Ramish Cheema
Wed, June 24, 2026 at 11:58 AM PDT 2 min read
ASML.AS
-0.45%
ASML
-0.88%
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We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. ASML Holding N.V. (NASDAQ:ASML) is one of the long-term stock picks.
ASML Holding N.V. (NASDAQ:ASML) is on
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Is Up 800% in a Year, and This Money Manager Says the Next Pullback Is Your Entry
Omor Ibne Ehsan
Wed, June 24, 2026 at 11:45 AM PDT 4 min read
MU
-0.31%
SNDK
-2.50%
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Sethi argues a 20. 25% pullback in Micron, up 882% in a year and still beating numbers, is fast money exiting. Not a trend reversal.
SanDisk, up nearly 4,800% in a year
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Price Prediction: The Forecast Flags a Big Pullback
Vandita Jadeja
Wed, June 24, 2026 at 11:14 AM PDT 4 min read
MU
-0.31%
NVDA
-0.50%
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Micron (MU) trades near $1,052 but our model flags a SELL at 90% confidence, targeting $731 and implying 30% downside.
CEO Mehrotra sold shares at prices ranging from $942 to $979 across 30 transacti
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar
FILE PHOTO: China International Import Expo in Shanghai · Reuters
Anhata Rooprai and Stephen Nellis
Wed, June 24, 2026 at 11:11 AM PDT 3 min read
QCOM
-3.29%
ARM
-2.00%
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By Anhata Rooprai and Stephen Nellis
June 24 (Reuters) - Qualcomm said it expects to generate $15 billion in
2026-06-25
news.google.com
2026-06-25
Yahoo Finance
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
The NASDAQ Dropped 3% as Micron, Intel, and AMD Tumble, but One Tech Name Is Bucking the Trend
Omor Ibne Ehsan
Wed, June 24, 2026 at 9:54 AM PDT 4 min read
AMD
-0.02%
IBM
-0.75%
ORCL-PD
-3.69%
QQQ
-0.42%
STX
-4.37%
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Micron cratered 11% despite a forward P/E of 11 and an 882% one-year gain, pulling AMD down nearly 5% in a classic positioning
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028
Omor Ibne Ehsan
Wed, June 24, 2026 at 9:30 AM PDT 4 min read
MU
-0.37%
SNDK
-2.15%
NVDA
-0.54%
SMH
-0.35%
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Muse argues memory supply gets even tighter in 2027, supporting a $200 EPS bull case for Micron (MU) trading at just 5x earnings.
SanDisk (SNDK) del
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Synopsys (SNPS) Stock After Recent Pullback Is The Valuation Now More Reasonable
Bailey Pemberton
Wed, June 24, 2026 at 9:13 AM PDT 5 min read
SNPS
+1.09%
Trade SNPS on Coinbase
Trading disclosure
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
If you are wondering whether Synopsys stock is offering fair value right now, the key
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Vanguard Tech vs. iShares Semiconductor: Which ETF Looks Best for Your Portfolio in 2026?
Erin Kennedy, The Motley Fool
Wed, June 24, 2026 at 8:35 AM PDT 4 min read
VGT
-1.68%
^GSPC
-0.33%
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Trading disclosure
The Vanguard Information Technology ETF (NYSEMKT:VGT) offers a lower-cost, diversified play on the broad tech sector, while the iShares Semiconductor ETF (NASDAQ:SOXX) p
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Qualcomm Stock Price Prediction: 36% Upside the Analysts Are Missing
Vandita Jadeja
Wed, June 24, 2026 at 7:59 AM PDT 4 min read
QCOM
-4.82%
Trade QCOM on Coinbase
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QCOM dropped 8% ahead of Investor Day, but our 12-month price target of $278 signals 36% upside with high conviction.
Automotive revenue hit a record $1.33 billion (+38% YoY) and combined Automotive plus
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Time to Dump Micron? SK hynix to Begin Trading on Nasdaq July 10
Rich Duprey
Wed, June 24, 2026 at 7:36 AM PDT 5 min read
000660.KS
+0.98%
MU
-0.37%
NVDA
-0.54%
AMD
-0.15%
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Trading disclosure
Quick Read
SK hynix controls 57% of the HBM market but U.S. investors couldn't easily access it until its July 10 Nasdaq ADR listing.
Micron surged 726% over the past year as the o
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
OpenAI and Broadcom announce first custom AI chip, in strike at Nvidia
Daniel Howley · Technology Editor
Wed, June 24, 2026 at 7:05 AM PDT 2 min read
AVGO
-0.02%
NVDA
-1.10%
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Trading disclosure
OpenAI (OPAI.PVT) on Wednesday announced its first custom chip developed with Broadcom (AVGO). Called Jalapeño and designed by OpenAI, the chip, the companies said, provides bette