Semiconductor News & Analysis Feed
2930 articles
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Should You Buy, Hold, or Sell Micron Stock Ahead of Q3 Earnings?
Tirthankar Chakraborty
Mon, June 22, 2026 at 12:00 PM PDT 3 min read
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
As Micron Technology, Inc. MU prepares to unveil its fiscal third-quarter 2026 results after the market close on June 24, investors will get a valuable insight into the trends in the memory market and the artificia
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Synopsys Eyes 23% Upside Despite Recent Pullback
Vandita Jadeja
Mon, June 22, 2026 at 11:49 AM PDT 4 min read
SNPS
-0.66%
NVDA
-4.13%
Explore stocks on Coinbase
Trading disclosure
Quick Read
SNPS carries a 90% confidence BUY rating with a $561.40 price target, implying 23% upside from its current price of $455.51.
Despite Q2 revenue surging 42% YoY to $2.3B, SNPS has drifted 3% YTD, creating the
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Mark June 24 on Your Calendar: The Report That Could Send Micron Parabolic Again
Omor Ibne Ehsan
Mon, June 22, 2026 at 11:40 AM PDT 4 min read
MU
-13.18%
NVDA
-4.13%
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Trading disclosure
Quick Read
MU has surged 769% in the past year to $1,134, yet trades 31% above analyst consensus ahead of its June 24 earnings report.
Micron has beaten EPS consensus for seven straight
2026-06-23
news.google.com
2026-06-23
Yahoo Finance
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron, Anthropic sign AI infrastructure supply agreement
Reuters
Mon, June 22, 2026 at 11:02 AM PDT 1 min read
MU
-13.18%
CRWV
-5.00%
AVGO
-3.06%
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Trading disclosure
June 22 (Reuters) - Micron Technology said on Monday it has signed an agreement with Anthropic that includes supply of memory and storage products, and a strategic investment in the IPO-bound AI company's
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Google and Amazon Just Launched a Full-Frontal Assault Against Nvidia
Danny Vena, CPA, The Motley Fool
Mon, June 22, 2026 at 10:45 AM PDT 4 min read
NVDA
-4.13%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia's (NASDAQ:NVDA) rise to superstardom in the artificial intelligence (AI) chip space has been nothing short of spectacular. The company pivoted from its focus on gaming chips and adapted i
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Forget Nvidia: Four Billionaires Who Rarely Agree on Anything Hold the Same Overlooked Chip Stock
Omor Ibne Ehsan
Mon, June 22, 2026 at 10:35 AM PDT 4 min read
2330.TW
-0.80%
NVDA
-4.13%
AVGO
-3.06%
AMD
-5.76%
TSM
-6.69%
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Trading disclosure
Quick Read
Chase Coleman lifted Tiger Global's TSM stake 49% to $1.04 billion, while Druckenmiller, Tepper, and Loeb all added posit
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Why I'm Not Selling ASML After a 230% Gain
Leo Sun, The Motley Fool
Mon, June 22, 2026 at 10:04 AM PDT 3 min read
ASML.AS
-5.74%
NVDA
-4.13%
2330.TW
-0.80%
005930.KS
-12.31%
Trade NVIDIA on Coinbase
Trading disclosure
I started investing in ASML (NASDAQ: ASML) in early 2021. As of this writing, I'm sitting on an unrealized gain of about 230% on that position, which accounts for 5% of my portfolio
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Had You Invested $1,000 in Marvell or Micron a Decade Ago, Here’s What You’d Have Now
Trey Thoelcke
Mon, June 22, 2026 at 9:55 AM PDT 3 min read
MU
-13.18%
MRVL
-9.36%
SPY
-1.45%
NVDA
-4.13%
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Trading disclosure
Quick Read
Marvell (MRVL) turned $1,000 into ~$33,000 over a decade while Micron (MU) turned the same into ~$94,000 through pivots to AI infrastructure.
Both cru
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
David Tepper Trimmed Nvidia and AMD, but Doubled Down on This AI Stock
Joel South
Mon, June 22, 2026 at 9:47 AM PDT 4 min read
AMZN
+0.57%
NVDA
-4.13%
AMD
-5.76%
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Trading disclosure
Quick Read
Tepper nearly doubled his Amazon stake to 15% of his portfolio, betting on AWS's 28% YoY revenue growth, which represented its fastest pace in 15 quarters.
Tepper cut NVIDIA by 13
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Intel vs Qualcomm: Which AI Stock Is The Better Buy
Vandita Jadeja
Mon, June 22, 2026 at 9:38 AM PDT 4 min read
QCOM
-8.01%
INTC
-6.14%
NVDA
-4.13%
MBLY
-4.80%
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Trading disclosure
Quick Read
Intel's sixth straight revenue beat featured 22% Data Center and AI growth, while Qualcomm's record $1.3 billion auto quarter offset a 13% handset decline.
Intel pours capital into
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Why Backpack Just Tokenized Micron On Solana Two Days Before Its AI Memory Earnings Print
Anushka Basu
Mon, June 22, 2026 at 9:33 AM PDT 3 min read
MU
-13.18%
SOL-USD
-5.36%
Trade MU on Coinbase
Trading disclosure
Backpack Securities launched tokenized Micron stock on Solana ahead of the chipmaker's earnings report on Wednesday.
Each Micron token is backed 1:1 by a real Micron share, redeemable
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron Stock Jumps 5% on Anthropic AI Deal Ahead of Earnings
Lockridge Okoth
Mon, June 22, 2026 at 9:19 AM PDT 3 min read
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
Micron Technology (MU) shares climbed nearly 5% on Monday after the memory maker unveiled a strategic deal with Anthropic covering chip design, long-term supply, and an equity investment in the AI lab.
The announcement landed
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Are You Looking for a Top Momentum Pick? Why Micron (MU) is a Great Choice
Are You Looking for a Top Momentum Pick? Why Micron (MU) is a Great Choice · Zacks
Zacks Equity Research
Mon, June 22, 2026 at 9:00 AM PDT 4 min read
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "lon
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Can Micron Technology Stock Turn a $10,000 Investment Into $1 Million?
David Jagielski, CPA, The Motley Fool
Mon, June 22, 2026 at 8:50 AM PDT 3 min read
MU
-13.18%
NVDA
-4.13%
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Trading disclosure
In just the past 12 months, Micron Technology (NASDAQ: MU) stock has surged more than 800%. Demand for the company's memory products has been through the roof, driving explosiv
2026-06-22
ca.finance.yahoo.com
2026-06-22
Yahoo! Finance Canada
Micron shares rise on Anthropic AI infrastructure partnership
Proactive
Mon, June 22, 2026 at 8:46 a.m. PDT 2 min read
MU
-13.18%
Micron shares rise on Anthropic AI infrastructure partnership Proactive uses images sourced from Shutterstock
Micron Technology Inc (NASDAQ:MU) shares rose more than 4% on Monday after the company announced a strategic agreement with Anthropic covering AI infrastructur
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Why Micron Stock Keeps Going Up
Rich Smith, The Motley Fool
Mon, June 22, 2026 at 8:41 AM PDT 3 min read
MU
-13.77%
NVDA
-3.82%
Explore stocks on Coinbase
Trading disclosure
Micron (NASDAQ: MU) stock extended its three-day winning streak on Monday, rising 4.5% through 10:40 a.m. ET on a raft of good news for the computer memory stock.
This morning, Micron announced it has signed a "strategic" de
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
What Will Be Nvidia’s Stock Price in 2029?
Vandita Jadeja
Mon, June 22, 2026 at 8:41 AM PDT 4 min read
NVDA
-4.13%
Trade NVIDIA on Coinbase
Trading disclosure
Quick Read
NVDA delivers 92% Data Center revenue growth and a 10-year return of 17,969%, yet shares trade 27% below their 52-week high.
Reaching $400 by 2029 requires EPS to double and a 50x multiple, contingent on hyperscaler capex stayin
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Can Qualcomm's QCT Segment Sustain Growth Amid Handset Weakness?
Zacks Equity Research
Mon, June 22, 2026 at 8:39 AM PDT 3 min read
QCOM
-8.01%
AMD
-5.76%
NVDA
-4.13%
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Trading disclosure
Qualcomm Incorporated QCOM generated $9.08 billion in revenues in the Qualcomm CDMA Technologies (QCT) segment during the second quarter of 2026. Revenues declined 4% year over year. QCT
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Prediction: Micron Stock Will Reach $1,200 on This Date
Vandita Jadeja
Mon, June 22, 2026 at 8:35 AM PDT 4 min read
MU
-13.18%
NVDA
-4.13%
Explore stocks on Coinbase
Trading disclosure
Quick Read
MU has surged 833% in one year, but our 90%-confidence SELL target of $750 implies a sharp reversal ahead.
Q3 EPS guidance of $19.15 collapses Micron's forward P/E to just 11x, giving bulls a credible m