Semiconductor News & Analysis Feed
2918 articles
2026-06-24
uk.finance.yahoo.com
2026-06-24
Yahoo Finance UK
Why Micron Technology’s (MU) New York Fab Plan Matters for U.S. AI Memory Capacity
Habib Ur Rehman
Tue, 23 June 2026 at 9:09 am GMT-7 1 min read
MU
-13.18%
Micron Technology, Inc. (NASDAQ:MU) is one of the fastest-growing high-bandwidth memory stocks to buy. The company advanced its U.S. memory capacity plan on June 10, 2026, when it selected Bechtel as the engineering, procurement, and construct
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Why Micron Technology’s (MU) New York Fab Plan Matters for U.S. AI Memory Capacity
Habib Ur Rehman
Tue, June 23, 2026 at 9:09 AM PDT 1 min read
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the fastest-growing high-bandwidth memory stocks to buy. The company advanced its U.S. memory capacity plan on June 10, 2026, when it selected Bechtel as the
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
How SK hynix’s (HXSCL) 12-Layer HBM4E Samples Keep It Ahead in the AI Memory Upgrade Cycle
Habib Ur Rehman
Tue, June 23, 2026 at 9:09 AM PDT 2 min read
000660.KS
+0.98%
SK hynix Inc. (OTC:HXSCL) is one of the fastest-growing high-bandwidth memory stocks to buy. The company gave the list one of its most direct HBM catalysts on June 17, 2026, when it shipped samples of 12-layer HBM4E to major custo
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Why Micron Stock Suddenly Crashed
Rich Smith, The Motley Fool
Tue, June 23, 2026 at 8:37 AM PDT 3 min read
MU
-13.18%
NVDA
-4.13%
005930.KS
+9.84%
000660.KS
+0.98%
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Trading disclosure
Did the AI memory chip bubble just burst? Shares of memory specialist Micron (NASDAQ: MU) collapsed Tuesday morning, falling 10% through 11:05 a.m. ET. And you can trace the origins of this
2026-06-23
au.finance.yahoo.com
2026-06-23
Yahoo Finance Australia
Synopsys vs. Applied Digital: Which AI Stock Has an Edge Right Now?
Subham Roy
Tue 23 June 2026 at 8:11 am GMT-7 6 min read
APLD
+0.15%
SNPS
-0.66%
Synopsys SNPS and Applied Digital APLD are two of the biggest beneficiaries of surging AI capital expenditure by global investors in the semiconductor industry. All the layers of the semiconductor industry, including electronic and design automation,
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron Earnings Have Never Looked Better. Start Worrying.
Trefis Team
Tue, June 23, 2026 at 8:04 AM PDT 4 min read
MU
-0.01%
MSFT
+0.16%
GOOGL
+1.91%
META
+0.43%
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Trading disclosure
Image by Nico Franz from Pixabay
Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion - among the largest single-
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron’s 12% Sell-Off Is a Gift. AI’s Memory Crisis Makes It a Long-Term Buy
Rich Duprey
Tue, June 23, 2026 at 7:36 AM PDT 4 min read
MU
-13.18%
NVDA
-4.13%
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Trading disclosure
Quick Read
Despite a 12% drop during a broader tech rout, the company remains one of the primary beneficiaries of the AI-driven memory boom.
AI demand is expanding beyond High Bandwidth Memory in
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Jim Cramer Says Micron Needs a Massive Beat and Raise to Keep Soaring
Syeda Seirut Javed
Tue, June 23, 2026 at 7:31 AM PDT 1 min read
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Cramer noted what t
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Buy, Sell, or Hold: SanDisk at $2,184 and Micron at $1,134
Vandita Jadeja
Tue, June 23, 2026 at 7:27 AM PDT 4 min read
MU
-13.18%
SNDK
-13.64%
NVDA
-4.13%
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Trading disclosure
Quick Read
SanDisk surged 4,586% and Micron 833% over the past year on AI memory demand, yet both stocks trade significantly above analyst consensus targets.
Micron's forward P/E of 10, a 30% divid
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Nvidia, Micron, AMD lead tech sell-off as AI trade cools
Ines Ferré · Senior Business Reporter
Updated Tue, June 23, 2026 at 1:40 PM PDT 1 min read
NVDA
-4.13%
GOOGL
-0.98%
GOOG
-0.77%
MU
-13.18%
ANTH.PVT
Explore stocks on Coinbase
Trading disclosure
What happened: Nvidia (NVDA), Micron Technology (MU), and AMD (AMD) led a tech sector sell-off on Tuesday.
What's behind the move: Investors shifte
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
ASML Holding N.V. (ASML) Reported Strong Returns in Q1
Soumya Eswaran
Tue, June 23, 2026 at 7:03 AM PDT 3 min read
ASML.AS
-0.24%
^GSPC
+0.68%
CL=F
-4.62%
ASML
-1.16%
Trade ASML on Coinbase
Trading disclosure
Burke Wealth Management, an investment management company, released its "Focused Growth Strategy" first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund re
2026-06-23
ca.finance.yahoo.com
2026-06-23
Yahoo! Finance Canada
Nvidia, Micron, AMD lead tech sell-off as AI trade cools
Ines Ferré · Senior Business Reporter
Updated Tue, June 23, 2026 at 1:40 p.m. PDT 1 min read
What happened: Nvidia (NVDA), Micron Technology (MU), and AMD (AMD) led a tech sector sell-off on Tuesday.
What's behind the move: Investors shifted to risk-off mode, selling this year's market leaders after a hawkish Federal Reserve signaled last
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Nvidia, Micron, AMD lead tech sell-off as AI trade cools
Ines Ferré · Senior Business Reporter
Updated Tue, June 23, 2026 at 1:40 PM PDT 1 min read
NVDA
-4.13%
GOOGL
-0.98%
GOOG
-0.77%
MU
-13.18%
ANTH.PVT
Explore stocks on Coinbase
Trading disclosure
What happened: Nvidia (NVDA), Micron Technology (MU), and AMD (AMD) led a tech sector sell-off on Tuesday.
What's behind the move: Investors shifte
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron's Stock Is Up 861% Over the Past Year. These Analysts See 30% Upside From the Current Price.
Chris Neiger, The Motley Fool
Tue, June 23, 2026 at 6:35 AM PDT 4 min read
MU
-13.18%
NVDA
-4.13%
Explore stocks on Coinbase
Trading disclosure
There have been many artificial intelligence (AI) stock winners over the past few years, but Micron Technology (NASDAQ: MU) stands out even among some of t
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Qualcomm's AI Pivot: Smarter Than It Looks
Trefis Team
Tue, June 23, 2026 at 6:32 AM PDT 3 min read
NVDA
-4.13%
QCOM
-8.01%
AMD
-5.76%
Explore stocks on Coinbase
Trading disclosure
Photo by TheDigitalArtist on Pixabay
Mobile processor giant Qualcomm (QCOM) was late to the AI party. But that may not be a disadvantage. While Nvidia (NVDA) and AMD (AMD) raced to dominate AI training, Qualcomm has sp
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
SanDisk Plunges 11%, Micron and Western Digital Slide 10% as Korean Market Crash Hits Memory Chips
David Moadel
Tue, June 23, 2026 at 6:27 AM PDT 4 min read
SNDK
-13.64%
DRAM
-14.25%
MU
-13.18%
WDC
-8.45%
NVDA
-4.13%
Explore stocks on Coinbase
Trading disclosure
Quick Read
SanDisk (SNDK) plunged 11% while Western Digital (WDC) and Micron (MU) dropped 10% Tuesday morning, reversing off record high
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Simulations Plus Advances Agentic Drug Development with NVIDIA BioNeMo Agent Toolkit
Business Wire
Tue, June 23, 2026 at 6:15 AM PDT 4 min read
SLP
+0.28%
NVDA
-4.13%
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Trading disclosure
New capabilities connect AI agents, scientific literature, and validated computational en
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
NVIDIA Announces BioNeMo Agent Toolkit — Tools for Agents to Accelerate Scientific Discovery
NVIDIA
Tue, June 23, 2026 at 6:00 AM PDT 9 min read
NVDA
-4.13%
DSY.PA
-1.12%
DATB.PVT
LLY
+0.45%
SNOW
+1.69%
Explore stocks on Coinbase
Trading disclosure
NVIDIA
NVIDIA BioNeMo Agent Toolkit
NVIDIA BioNeMo A
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Nvidia pushes deeper into biomedical research
Daniel Howley · Technology Editor
Tue, June 23, 2026 at 6:00 AM PDT 2 min read
NVDA
-4.13%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NVDA) is moving further into the biomedical space with a new software tool that equips AI agents to perform scientific work.
Called the BioNeMo Agent Toolkit, the software is agent agnostic, meaning it can wor
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Nvidia, Micron, AMD lead tech sell-off as AI trade cools
Ines Ferré · Senior Business Reporter
Updated Tue, June 23, 2026 at 1:40 PM PDT 1 min read
NVDA
-4.13%
GOOGL
-0.98%
GOOG
-0.77%
MU
-13.18%
ANTH.PVT
Explore stocks on Coinbase
Trading disclosure
What happened: Nvidia (NVDA), Micron Technology (MU), and AMD (AMD) led a tech sector sell-off on Tuesday.
What's behind the move: Investors shifte