Semiconductor News & Analysis Feed
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2026-07-04
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IndexBox
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2026-07-04
SamMobile
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Samsung AI Solutions being discussed during SFF 2024 event - Source: Samsung Foundry
It is being reported that Samsung Foundry is in talks with Anthropic and Meta to manufacture their AI chips. Both companies are developing in-house AI accelerators, and Samsung could help fabricate those chips using its cutting-edge 2n
2026-07-04
news.google.com
2026-07-04
Insider Monkey
2026-07-04
uk.finance.yahoo.com
2026-07-04
Yahoo Finance UK
Is NVIDIA Corporation (NVDA) The Best Robotics Stock to Buy According to Short Sellers?
Abdul Rahman
Sat, 4 July 2026 at 6:47 am GMT-7 2 min read
NVDA
+3.65%
NVIDIA Corporation (NASDAQ:NVDA) is one of the best robotics stocks to buy. On June 23, NVIDIA Corporation (NASDAQ:NVDA) unveiled the NVIDIA BioNeMo Agent Toolkit, designed to provide domain-specific tools and skills for the agentic life sci
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
SOXX vs. CHAT ETF: Semiconductor Chips Beat AI Software
Erin Kennedy, The Motley Fool
Sat, July 4, 2026 at 6:35 AM PDT 4 min read
^GSPC
-0.28%
Comparing Roundhill Generative AI & Technology ETF (NYSEMKT:CHAT) and iShares Semiconductor ETF (NASDAQ:SOXX) involves weighing a broad approach to artificial intelligence software and infrastructure against a concentrated bet on semiconductor hardware.
B
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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2026-07-04
www.fool.com
2026-07-04
The Motley Fool
Comparing Roundhill Generative AI & Technology ETF (
CHAT
+2.52%
) and iShares Semiconductor ETF (
SOXX
+1.87%
) involves weighing a broad approach to artificial intelligence software and infrastructure against a concentrated bet on semiconductor hardware.
Both funds target the high-growth technological backbone of the modern economy but take distinct strategic paths. While the iShares fund focus
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron is benefiting from high DRAM and NAND prices driven by demand for AI infrastructure build-out.
The stock looks cheap, and the company is locking in long-term agreements.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) once again turned in a spectacular quarter when it reported its fiscal third-quarter results after the bell on June 24. While th
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron is benefiting from high DRAM and NAND prices driven by demand for AI infrastructure build-out.
The stock looks cheap, and the company is locking in long-term agreements.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) once again turned in a spectacular quarter when it reported its fiscal third-quarter results after the bell on June 24. While th
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Is Micron Stock a Buy as Revenue Continues to Surge?
Geoffrey Seiler, The Motley Fool
Sat, July 4, 2026 at 6:05 AM PDT 4 min read
MU
+1.11%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
Micron Technology (NASDAQ: MU) once again turned in a spectacular quarter when it reported its fiscal third-quarter results after the bell on June 24. While the stock initially surged, it has since giv
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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2026-07-04
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2026-07-04
IndexBox
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2026-07-04
www.fool.com
2026-07-04
The Motley Fool
Micron Technology (
MU
+1.11%
) once again turned in a spectacular quarter when it reported its fiscal third-quarter results after the bell on June 24. While the stock initially surged, it has since given back most of its gains. The stock is still up around 236% on the year.
Let's dig into the memory maker's results and prospects to see whether the artificial intelligence (AI) stock is a buy.
Mi
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Trump drops love-bomb on Micron while holding the stock — up 209% this year. Experts say it ‘undermines’ the system
Brian O’Connell
Sat, July 4, 2026 at 5:40 AM PDT 5 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
It's nice to have friends in high places, and they don't get much higher than the White House.
Just ask Micron (NASDAQ:MU), the Idaho-based memory and storage solutions gia
2026-07-04
simplywall.st
2026-07-04
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Expands Physical AI With Verkada And Names Microsoft Veteran Parker
July 04, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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NVIDIA (NasdaqGS:NVDA) announced a new collaboration with Verkada to bring its world foundation models and physical AI data factory into AI-powered video analytics for the built environment.
The partne
2026-07-04
seekingalpha.com
2026-07-04
Seeking Alpha
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2026-07-04
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2026-07-04
moneywise.com