Semiconductor News & Analysis Feed
11208 articles
2026-07-02
www.benzinga.com
2026-07-02
Benzinga
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2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
Intel (NASDAQ:INTC | INTC Price Prediction) stock is under heavy pressure today, falling 7% as semiconductor stocks retreat across the board. The weakness extends beyond Intel stock, with Advanced Micro Devices (NASDAQ:AMD) stock down 5% and Taiwan Semiconductor Manufacturing (NYSE:TSM) stock lower by 6%.
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The broad-based decline comes after Bank of America warned that bubble risk is
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Intel Drops 7%, AMD Slides 5%, Taiwan Semiconductor Falls 6% as BoA Flags “Bubble Risk”
David Moadel
Wed, July 1, 2026 at 9:28 AM PDT 4 min read
INTC
-9.66%
AMD
-6.51%
2330.TW
+1.02%
TSM
-4.25%
NVDA
+0.71%
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Intel, AMD, and Taiwan Semiconductor shares dropped Wednesday after Bank of America flagged growing bubble risk in the AI trade.
Bank o
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Momentum for leading artificial intelligence (AI) chip stocks has been incredibly bullish over the last year, and Micron Technology (
MU
5.25%
) has been one of the best-performing names in the category. Soaring demand for its high-bandwidth memory (HBM) chips and other solutions has translated into stellar growth in unit sales that has pushed revenue higher, and increased pricing power has also l
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Main Street Is Obsessively Watching Nvidia’s Tape as Institutions Quietly Trigger a Nasty 13% Semiconductor Rotation. Why I Am Still Buying
Alex Sirois
Wed, July 1, 2026 at 9:23 AM PDT 4 min read
NVDA
+0.71%
META
+2.55%
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NVDA trades at a forward P/E of 22 despite 85% revenue growth and a $91 billion Q2 guide that assumes zero China revenue.
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
I bought NVIDIA again last Friday, and I plan to buy it again this week if the selloff holds. That makes five additions in eight weeks for me, and the case for the next one has only gotten stronger. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is down 13% in June and 7.55% over the past month, sitting at $194.97 while the company is printing the strongest fundamentals it has ever produced. That ga
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
Three years into the artificial intelligence buildout, hyperscaler spending has carried semiconductors from a cyclical play to the highest-beta vehicle in the equity market. Microsoft, Google, Meta, and Amazon are guiding combined 2026 capital expenditures above $400 billion, up from roughly $230 billion in 2024, and most of that flows through chip designers, foundries, memory makers, and lithogra
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade
David Beren
Wed, July 1, 2026 at 9:17 AM PDT 6 min read
NVDA
+0.71%
MSFT
+0.54%
GOOGL
+0.16%
META
+2.55%
AMZN
+0.75%
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SOXX delivered a 103% year-to-date return versus SMH's 75%, proving capped, broader exposure across 34 holdings beats concent
2026-07-02
www.marketwatch.com
2026-07-02
MarketWatch
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2026-07-02
blockonomi.com
2026-07-02
Blockonomi
blockonomi.com
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2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Micron (
MU
5.25%
) may be moving from a cyclical memory stock into a key AI infrastructure supplier. The Anthropic partnership, rising HBM demand, and tight memory supply could support a much bigger bullish thesis, but the rally also comes with real valuation and competition risks.
Stock prices used were the market prices of June 25, 2026. The video was published on June 29, 2026.
2026-07-01
invezz.com
2026-07-01
Invezz
Why are Micron, SanDisk, and other semiconductor stocks falling today?
Stock market
Author
Vatsala Gaur
Jul 01, 2026, 11:35 AM
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Micron shares dropped more than 8% as chip stocks retreated after a record first half.
A new class-action lawsuit alleges Micron, Samsung and SK Hynix restricted DRAM supply to inflate prices.
Analysts remain bullish on long-term memory
2026-07-01
www.chosun.com
2026-07-01
조선일보
By Lee Hai-woon
Published 2026.07.02. 00:31
Updated 2026.07.02. 09:51
On the 1st, the KOSPI closed down 2.04% at 8,303.41. Notably, Samsung Electronics and SK Hynix, the semiconductor "top two," fell 5.84% and 3.40%, respectively, with larger declines than the KOSPI. Earlier, on June 29, the government announced the "three mega projects," including the construction of semiconductor fabs (factori
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron (MU) Lands GM Supply Deal And Backs Trump Accounts With $250 Million
Bailey Pemberton
Wed, July 1, 2026 at 8:33 AM PDT 4 min read
MU
-4.71%
GM
-2.34%
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Micron Technology (Nasd
2026-07-01
www.forbes.com
2026-07-01
Forbes
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2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
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2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are down 8% to $1,061.44 in Wednesday morning trading, while SanDisk (NASDAQ:SNDK) stock has slid 10% to $2,051.10 and Western Digital (NASDAQ:WDC) shares have dropped 7% to $595.81. The memory group is leading a broader semiconductor pullback as the NASDAQ 100 opens the second half of the year lower.
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The Roundhill Memory
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron Drops 8%, SanDisk Slumps 10%, Western Digital Falls 7% as Memory Stocks Pull Back With the NASDAQ
David Moadel
Wed, July 1, 2026 at 8:21 AM PDT 4 min read
MU
-4.71%
SNDK
-7.26%
WDC
-7.86%
^IXIC
-1.16%
^NDX
-1.77%
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MU, SNDK, and WDC shares gave back gains on Wednesday, dropping after massive year-to-date price rallies.
Citrini Researc
2026-07-01
qz.com
2026-07-01
qz.com
General Motors $GM and Micron $MU Technology announced Wednesday that they had formalized a long-term supply agreement covering memory and storage chips for automotive manufacturing.
Under the Strategic Customer Agreement, GM will secure supply of LPDRAM, NOR, and UFS NAND products from Micron. The two companies also said they will continue working together to develop and qualify future memory te
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Sandisk Is One of the Biggest Winners After Micron's Blowout Earnings
Marc Guberti, The Motley Fool
Wed, July 1, 2026 at 8:12 AM PDT 3 min read
MU
-4.71%
SNDK
-7.26%
NVDA
+0.71%
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Trading disclosure
Micron Technology's (NASDAQ: MU) fiscal 2026 third-quarter earnings left no doubt that the memory boom is still here. Not only did the company smash guidance, but it also told