Semiconductor News & Analysis Feed

DAILY MARKET COMMENTARY MICRON: THE AI MEMORY SUPERCYCLE ROLLS ON   By  RIA TEAM  | Jun 26, 2026 Micron left little doubt that the supply-demand equation is grossly out of balance for AI memory chips, benefiting semiconductor companies. In its latest earnings report, Micron reported astronomical growth with revenue of $41.46 billion, up a stunning 346% year over year and 74% versus the prior quar

NEWSLETTER PARABOLIC SEMICONDUCTOR RALLY: WHAT BREAKS THE TRADE?   By  LANCE ROBERTS  | May 30, 2026 🔎 AT A GLANCE Parabolic Semiconductor Rally: What Breaks The Trade? Market Brief & Technical Review From Lance’s Desk: Dollar Dominance Remains Alive And Well (Part 1) – RIA Market stats, screens, and risk indicators 🏛️ MARKET BRIEF – AI VALIDATION FUELS A NINTH WEEKLY ADVANCE The headline tape ma

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